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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

178 hedge funds and large institutions have $621M invested in First Trust Large Cap Core AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 52 increasing their positions, 66 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
–
Holders Change %
0%
% of All Funds
2.81%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
9
Increased
52
Reduced
66
Closed
5
Calls
–
Puts
$310K
Net Calls
-$310K
Net Calls Change
-$310K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$122M
2
TCM
Triumph Capital Management
Colorado
$4.98M
3
SB
Strategic Blueprint
Georgia
$3.22M
4
AWM
Apollon Wealth Management
South Carolina
$742K
5
SAM
Secure Asset Management
Michigan
$3.83M

Top Sellers

1
GVAG
Great Valley Advisor Group
Delaware
$6.16M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$7.99M
3
RJA
Raymond James & Associates
Florida
$10.8M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$15.3M
5
LPL Financial
LPL Financial
California
$70.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCFA
76
Walkner Condon Financial Advisors
Wisconsin
$658K +$9.33K +111 +1%
FWM
77
ForthRight Wealth Management
Georgia
$636K – – –
CBFP
78
Cedar Brook Financial Partners
Ohio
$629K -$28.9K -344 -4%
RIA
79
Regal Investment Advisors
Michigan
$619K +$168 +2 +0%
FTUS
80
Flow Traders U.S.
New York
$615K +$615K +7,322 New
SIAP
81
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$615K -$391K -4,650 -39%
WP
82
WealthPLAN Partners
Nebraska
$587K -$43.1K -513 -7%
HI
83
Harbour Investments
Wisconsin
$574K -$18.1K -216 -3%
PGFC
84
Peapack-Gladstone Financial Corp
New Jersey
$571K – – –
CAM
85
Cozad Asset Management
Illinois
$569K – – –
AGA
86
Arkos Global Advisors
Texas
$564K -$19.2K -229 -3%
AAS
87
Avantax Advisory Services
Texas
$540K -$13.4K -160 -2%
SF
88
Summit Financial
New Jersey
$518K +$40.2K +478 +8%
SCM
89
Sebold Capital Management
Illinois
$517K +$84.4K +1,005 +20%
1W
90
1776 Wealth
Georgia
$516K -$25.2K -300 -5%
Citadel Advisors
91
Citadel Advisors
Florida
$477K +$477K +5,675 New
EAM
92
Eukles Asset Management
Ohio
$468K -$18.2K -217 -4%
IAS
93
Insigneo Advisory Services
Florida
$436K -$693K -8,250 -61%
CWP
94
Cyndeo Wealth Partners
Florida
$433K +$433K +5,154 New
CS
95
Comerica Securities
Michigan
$427K – – –
DWP
96
Daymark Wealth Partners
Ohio
$421K -$4.29K -51 -1%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$419K – – –
IWN
98
Independent Wealth Network
Iowa
$409K +$8.4K +100 +2%
WA
99
Win Advisors
Florida
$397K +$397K +5,447 New
PFS
100
Prospera Financial Services
Texas
$394K +$18.3K +218 +5%
2 3
4
5 6