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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

176 hedge funds and large institutions have $627M invested in First Trust Large Cap Core AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 54 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+16
Holders Change %
+10%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
55
Reduced
54
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$35.9M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$6.96M
3
LPL Financial
LPL Financial
California
$80.9M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.83M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$41.3M

Top Sellers

1
SPC
Sigma Planning Corp
Michigan
$1.55M
2
UBS Group
UBS Group
Switzerland
$30.3M
3
Truist Financial
Truist Financial
North Carolina
$18.5M
4
HI
Harbour Investments
Wisconsin
$2.61M
5
Osaic Holdings
Osaic Holdings
Arizona
$17.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
76
Integrated Wealth Concepts
Massachusetts
$677K +$646 +7 +0.1%
RIA
77
Regal Investment Advisors
Michigan
$675K +$185 +2 +0%
AAS
78
Ameritas Advisory Services
Nebraska
$672K +$672K +7,280 New
SAM
79
SignalPoint Asset Management
Missouri
$656K +$7.57K +82 +1%
CBFP
80
Cedar Brook Financial Partners
Ohio
$645K -$64.5K -698 -9%
EAM
81
Eukles Asset Management
Ohio
$637K -$133K -1,440 -17%
PGFC
82
Peapack-Gladstone Financial Corp
New Jersey
$628K – – –
CAM
83
Cozad Asset Management
Illinois
$625K +$23.1K +250 +4%
FAIM
84
Financial Advocates Investment Management
Washington
$623K +$5.26K +57 +0.9%
WP
85
WealthPLAN Partners
Nebraska
$618K -$151K -1,732 -20%
SWM
86
Spire Wealth Management
Virginia
$572K -$148K -1,599 -21%
RA
87
RFG Advisory
Alabama
$518K -$23.2K -251 -4%
GTAM
88
Global Trust Asset Management
Florida
$502K +$231K +2,506 +86%
AWA
89
Arkadios Wealth Advisors
Georgia
$501K -$38.9K -421 -7%
RFWA
90
RPg Family Wealth Advisory
Massachusetts
$495K +$92 +1 +0%
GWM
91
Geneos Wealth Management
Colorado
$491K – – –
EW
92
Element Wealth
Mississippi
$478K -$462 -5 -0.1%
SIG
93
Sargent Investment Group
Maryland
$477K -$23.1K -250 -5%
VA
94
Valmark Advisers
Ohio
$466K -$50.7K -549 -10%
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$463K +$463K +5,015 New
CF
96
Centaurus Financial
California
$452K +$452K +4,892 New
CWS
97
Cypress Wealth Services
California
$435K -$10.2K -110 -2%
CFGS
98
Concourse Financial Group Securities
Alabama
$432K -$99.8K -1,081 -19%
IWN
99
Independent Wealth Network
Iowa
$431K -$19.4K -210 -4%
ASN
100
Advisory Services Network
Georgia
$428K -$366K -3,962 -46%
2 3
4
5 6