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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

178 hedge funds and large institutions have $640M invested in First Trust Large Cap Core AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 66 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+2
Holders Change %
+1.14%
% of All Funds
2.82%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
18
Increased
48
Reduced
66
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
Win Advisors
Florida
$27.3M
2
CF
Centaurus Financial
California
$6.34M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$10M
4
FFN
Focus Financial Network
Minnesota
$1.96M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.48M

Top Sellers

1
GIA
Gladstone Institutional Advisory
Florida
$1.58M
2
Osaic Holdings
Osaic Holdings
Arizona
$14.7M
3
Morgan Stanley
Morgan Stanley
New York
$110M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.44M
5
LPL Financial
LPL Financial
California
$75.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCFA
76
Walkner Condon Financial Advisors
Wisconsin
$774K +$774K +8,771 New
HA
77
HFG Advisors
Ohio
$761K – – –
BFG
78
Barber Financial Group
Kansas
$738K -$170K -1,925 -19%
SF
79
Summit Financial
New Jersey
$682K -$37.7K -427 -5%
CBFP
80
Cedar Brook Financial Partners
Ohio
$680K +$63.7K +722 +10%
GWM
81
Geneos Wealth Management
Colorado
$674K +$205K +2,320 +44%
FWM
82
ForthRight Wealth Management
Georgia
$673K – – –
AGA
83
Arkos Global Advisors
Texas
$671K -$38.2K -432 -5%
RIA
84
Regal Investment Advisors
Michigan
$652K +$7.15K +81 +1%
IWC
85
Integrated Wealth Concepts
Massachusetts
$615K -$32.7K -370 -5%
EAM
86
Eukles Asset Management
Ohio
$601K -$8.04K -91 -1%
PGFC
87
Peapack-Gladstone Financial Corp
New Jersey
$600K – – –
CAM
88
Cozad Asset Management
Illinois
$598K – – –
WP
89
WealthPLAN Partners
Nebraska
$583K -$5.38K -65 -0.9%
WIM
90
WealthPlan Investment Management
Nebraska
$583K +$583K +7,041 New
BFEC
91
Benjamin F. Edwards & Company
Missouri
$573K +$573K +6,491 New
1W
92
1776 Wealth
Georgia
$569K -$265K -3,000 -32%
SWM
93
Spire Wealth Management
Virginia
$555K +$7.86K +89 +1%
FAIM
94
Financial Advocates Investment Management
Washington
$552K -$44.3K -501 -7%
RA
95
RFG Advisory
Alabama
$508K +$13.2K +150 +3%
RFWA
96
RPg Family Wealth Advisory
Massachusetts
$473K – – –
SIG
97
Sargent Investment Group
Maryland
$456K – – –
VA
98
Valmark Advisers
Ohio
$446K – – –
EW
99
Element Wealth
Mississippi
$443K -$13.6K -154 -3%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$443K – – –
2 3
4
5 6