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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

178 hedge funds and large institutions have $644M invested in First Trust Large Cap Core AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+14
Holders Change %
+8.54%
% of All Funds
2.87%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
30
Increased
66
Reduced
49
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSA
HBK Sorce Advisory
Pennsylvania
$26.4M
2
LPL Financial
LPL Financial
California
$78.3M
3
RA
RiverTree Advisors
Florida
$4.08M
4
RJA
Raymond James & Associates
Florida
$15M
5
Wells Fargo
Wells Fargo
California
$35.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$20M
2
HI
Harbour Investments
Wisconsin
$574K
3
AFP
Ausdal Financial Partners
Iowa
$227K
4
Morgan Stanley
Morgan Stanley
New York
$94.9M
5
Goldman Sachs
Goldman Sachs
New York
$640K
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
76
Goldman Sachs
New York
$640K -$950K -11,859 -60%
WIM
77
WealthPlan Investment Management
Nebraska
$637K +$18.3K +213 +3%
WP
78
WealthPLAN Partners
Nebraska
$636K +$636K +7,433 New
JPMPWA
79
J.P. Morgan Private Wealth Advisors
California
$629K +$629K +7,860 New
CBFP
80
Cedar Brook Financial Partners
Ohio
$625K +$1.76K +22 +0.3%
WCFA
81
Walkner Condon Financial Advisors
Wisconsin
$620K -$10.6K -132 -2%
FWM
82
ForthRight Wealth Management
Georgia
$606K -$4.96K -62 -0.8%
NA
83
NewEdge Advisors
Louisiana
$599K -$15.2K -211 -2%
RIA
84
Regal Investment Advisors
Michigan
$592K +$240 +3 +0%
HI
85
Harbour Investments
Wisconsin
$574K -$1.66M -20,751 -74%
AAS
86
Avantax Advisory Services
Texas
$560K -$115K -1,431 -17%
AGA
87
Arkos Global Advisors
Texas
$558K – – –
PGFC
88
Peapack-Gladstone Financial Corp
New Jersey
$545K – – –
CAM
89
Cozad Asset Management
Illinois
$542K – – –
EAM
90
Eukles Asset Management
Ohio
$520K -$24.9K -311 -5%
JPMorgan Chase & Co
91
JPMorgan Chase & Co
New York
$513K -$77.3K -965 -13%
1W
92
1776 Wealth
Georgia
$492K -$24K -300 -5%
SF
93
Summit Financial
New Jersey
$462K -$96.5K -1,205 -17%
SIG
94
Sargent Investment Group
Maryland
$414K – – –
SCM
95
Sebold Capital Management
Illinois
$411K +$411K +5,133 New
DWP
96
Daymark Wealth Partners
Ohio
$405K +$405K +5,061 New
VA
97
Valmark Advisers
Ohio
$404K – – –
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$400K – – –
BFEC
99
Benjamin F. Edwards & Company
Missouri
$399K +$127K +1,582 +46%
CS
100
Comerica Securities
Michigan
$399K +$6.73K +84 +2%
2 3
4
5 6