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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

129 hedge funds and large institutions have $870M invested in First Trust Large Cap Core AlphaDEX Fund in 2017 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+5
Holders Change %
+4.03%
% of All Funds
3.22%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.2%
New
19
Increased
50
Reduced
48
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIA
Arrow Investment Advisors
Maryland
+$19.9M
2
AG
Advisor Group
Arizona
+$12.5M
3
HA
Hays Advisory
Tennessee
+$11M
4
HSA
HBK Sorce Advisory
Pennsylvania
+$11M
5
WP
WealthPLAN Partners
Nebraska
+$10.1M

Top Sellers

1
AIM
Astor Investment Management
Illinois
-$25.2M
2
GFPC
Global Financial Private Capital
Florida
-$21.6M
3
Morgan Stanley
Morgan Stanley
New York
-$14.1M
4
Wells Fargo
Wells Fargo
California
-$9.99M
5
MIAN
Mariner Independent Advisor Network
Kansas
-$6.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
76
Citadel Advisors
Florida
$786K +$786K +14,782 New
CWM
77
Cornerstone Wealth Management
Missouri
$743K -$96.2K -1,801 -11%
PNC
78
Park National Corp
Ohio
$720K +$26.6K +500 +4%
SG Americas Securities
79
SG Americas Securities
New York
$716K -$316K -5,944 -31%
RPG
80
Risk Paradigm Group
Texas
$687K -$8.51K -160 -1%
WI
81
Wintrust Investments
Illinois
$683K -$78.2K -1,472 -10%
AFP
82
Ausdal Financial Partners
Iowa
$626K -$101K -1,906 -14%
SPC
83
Sigma Planning Corp
Michigan
$585K +$13.1K +247 +2%
SG
84
StoneX Group
New York
$580K +$580K +10,909 New
KA
85
Kovack Advisors
Florida
$538K -$1.97K -37 -0.4%
PWAG
86
Polaris Wealth Advisory Group
California
$538K +$538K +10,113 New
RIA
87
Regal Investment Advisors
Michigan
$501K – – –
HighTower Advisors
88
HighTower Advisors
Illinois
$495K +$6.05K +114 +1%
TRCT
89
Tower Research Capital (TRC)
New York
$483K -$574K -10,801 -54%
Creative Planning
90
Creative Planning
Kansas
$456K +$68.1K +1,281 +18%
VAM
91
Visionary Asset Management
Texas
$409K +$409K +7,690 New
PGFC
92
Peapack-Gladstone Financial Corp
New Jersey
$388K – – –
WEC
93
Winslow Evans & Crocker
Massachusetts
$383K -$4.25K -80 -1%
NPC
94
National Planning Corporation
California
$383K +$119K +2,231 +45%
KP
95
Keel Point
Alabama
$355K -$76.3K -1,435 -18%
KWM
96
Kingsview Wealth Management
Oregon
$353K +$80.2K +1,507 +29%
B
97
Bridgeworth
Alabama
$351K +$1.71K +32 +0.5%
ASN
98
Advisory Services Network
Georgia
$341K -$231K -4,349 -40%
GWM
99
Geneos Wealth Management
Colorado
$341K – – –
CS
100
Comerica Securities
Michigan
$319K +$319K +6,009 New
2 3
4
5 6