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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

145 hedge funds and large institutions have $532M invested in First Trust Large Cap Core AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 34 increasing their positions, 58 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+16
Holders Change %
+12.4%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
24
Increased
34
Reduced
58
Closed
7
Calls
$573K
Puts
–
Net Calls
+$573K
Net Calls Change
+$3.43M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$2.17M
2
AWA
Arkadios Wealth Advisors
Georgia
+$1.83M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.63M
4
Goldman Sachs
Goldman Sachs
New York
+$1.54M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.1M

Top Sellers

1
LPL Financial
LPL Financial
California
-$7.6M
2
First Trust Advisors
First Trust Advisors
Illinois
-$4.39M
3
UBS Group
UBS Group
Switzerland
-$2.7M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.27M
5
Bank of America
Bank of America
North Carolina
-$1.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
76
RFG Advisory
Alabama
$521K -$10.3K -136 -2%
DFA
77
DHJJ Financial Advisors
Illinois
$509K +$509K +6,932 New
FAIM
78
Financial Advocates Investment Management
Washington
$507K -$23.8K -324 -4%
WI
79
Wintrust Investments
Illinois
$487K – – –
RFN
80
RDA Financial Network
Iowa
$480K -$74K -1,008 -13%
CAM
81
Cozad Asset Management
Illinois
$466K – – –
CFGS
82
Concourse Financial Group Securities
Alabama
$444K -$76.3K -1,040 -15%
GWM
83
Geneos Wealth Management
Colorado
$441K +$66K +1,174 +18%
BA
84
Ballew Advisors
Mississippi
$415K -$15.4K -202 -4%
VA
85
Valmark Advisers
Ohio
$411K – – –
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$403K – – –
RFWA
87
RPg Family Wealth Advisory
Massachusetts
$399K – – –
SIG
88
Sargent Investment Group
Maryland
$398K – – –
UFA
89
US Financial Advisors
Massachusetts
$397K +$397K +5,400 New
FNBT
90
FineMark National Bank & Trust
Florida
$396K +$396K +5,399 New
RIA
91
Regal Investment Advisors
Michigan
$389K +$389K +5,296 New
TRCT
92
Tower Research Capital (TRC)
New York
$386K +$385K +5,254 +75,057%
EW
93
Element Wealth
Mississippi
$382K -$14.7K -200 -4%
IF
94
Intrua Financial
Texas
$364K +$48.7K +663 +15%
EP
95
Eudaimonia Partners
Tennessee
$357K – – –
AAP
96
Arax Advisory Partners
Colorado
$344K +$147 +2 +0%
VVP
97
Venture Visionary Partners
Ohio
$335K +$335K +4,574 New
FTUS
98
Flow Traders U.S.
New York
$326K +$326K +4,445 New
LNC
99
Lincoln National Corp
Pennsylvania
$324K +$514 +7 +0.2%
CAN
100
Cetera Advisor Networks
California
$322K -$33.2K -452 -9%
2 3
4
5 6