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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

141 hedge funds and large institutions have $690M invested in First Trust Large Cap Core AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+5
Holders Change %
+3.68%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
23
Increased
47
Reduced
54
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$10.4M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$10.4M
3
HSA
HBK Sorce Advisory
Pennsylvania
+$8.76M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$6.22M
5
CS
Credit Suisse
Switzerland
+$5.57M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$38.1M
2
Morgan Stanley
Morgan Stanley
New York
-$18M
3
BTS
BB&T Securities
Virginia
-$15.4M
4
Bank of America
Bank of America
North Carolina
-$7.33M
5
SAM
Shamrock Asset Management
Texas
-$7.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
76
AE Wealth Management
Kansas
$500K -$281K -5,385 -36%
BCM
77
Breiter Capital Management
Florida
$453K +$453K +8,694 New
SPIA
78
Steward Partners Investment Advisory
New York
$448K +$59.5K +1,143 +15%
PFS
79
Prospera Financial Services
Texas
$444K -$21.2K -404 -5%
SFS
80
Sowell Financial Services
Arkansas
$436K +$436K +8,370 New
RIA
81
Regal Investment Advisors
Michigan
$434K +$104K +2,003 +32%
WI
82
Wintrust Investments
Illinois
$418K -$41.7K -800 -9%
AFP
83
Ausdal Financial Partners
Iowa
$416K – – –
GLA
84
Good Life Advisors
Pennsylvania
$414K -$4.95K -95 -1%
KA
85
Kovack Advisors
Florida
$405K -$117K -2,243 -22%
PA
86
PFG Advisors
Arizona
$404K +$46.3K +794 +13%
SIG
87
Sargent Investment Group
Maryland
$387K +$387K +7,425 New
PGFC
88
Peapack-Gladstone Financial Corp
New Jersey
$381K – – –
PMFA
89
Plante Moran Financial Advisors
Michigan
$372K +$144K +2,775 +63%
RPG
90
Risk Paradigm Group
Texas
$371K -$10.9K -209 -3%
CS
91
Comerica Securities
Michigan
$365K +$74.2K +1,426 +26%
PFA
92
Pinnacle Family Advisors
Missouri
$340K +$625 +12 +0.2%
FWM
93
Foresight Wealth Management
Utah
$338K +$338K +6,492 New
MHS
94
M Holdings Securities
Oregon
$332K +$20.1K +385 +6%
Creative Planning
95
Creative Planning
Kansas
$323K +$23.7K +455 +8%
RA
96
RFG Advisory
Alabama
$318K -$56.2K -1,077 -15%
UR
97
USCA RIA
Texas
$300K +$33.1K +636 +12%
VA
98
Valmark Advisers
Ohio
$293K – – –
Northern Trust
99
Northern Trust
Illinois
$275K +$79.4K +1,522 +41%
AAP
100
Arax Advisory Partners
Colorado
$262K +$24.9K +478 +11%
2 3
4
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