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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

183 hedge funds and large institutions have $612M invested in First Trust Large Cap Core AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 67 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+5
Holders Change %
+2.81%
% of All Funds
2.92%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
15
Increased
67
Reduced
54
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$122M
2
CAS
Coppell Advisory Solutions
Texas
$2.41M
3
Osaic Holdings
Osaic Holdings
Arizona
$14.9M
4
RJA
Raymond James & Associates
Florida
$12.2M
5
Citadel Advisors
Citadel Advisors
Florida
$2.08M

Top Sellers

1
LPL Financial
LPL Financial
California
$63.9M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$3.5M
3
SOS
Silver Oak Securities
Tennessee
$15.8M
4
DADC
D.A. Davidson & Co
Montana
$2.64M
5
QPW
Quantum Private Wealth
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$668K +$405 +5 +0.1%
CAM
77
Cozad Asset Management
Illinois
$664K +$115K +1,421 +21%
JPMPWA
78
J.P. Morgan Private Wealth Advisors
California
$637K – – –
WCFA
79
Walkner Condon Financial Advisors
Wisconsin
$636K +$1.3K +16 +0.2%
WP
80
WealthPLAN Partners
Nebraska
$631K +$63.7K +785 +11%
BAM
81
Belpointe Asset Management
Nevada
$622K +$297K +3,667 +92%
CBFP
82
Cedar Brook Financial Partners
Ohio
$608K +$1.05K +13 +0.2%
SIAP
83
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$594K – – –
FWM
84
ForthRight Wealth Management
Georgia
$581K -$32.4K -400 -5%
HI
85
Harbour Investments
Wisconsin
$555K +$1.14K +14 +0.2%
PGFC
86
Peapack-Gladstone Financial Corp
New Jersey
$552K – – –
TRCT
87
Tower Research Capital (TRC)
New York
$546K +$397K +4,896 +266%
RFWA
88
RPg Family Wealth Advisory
Massachusetts
$523K +$523K +6,455 New
AGA
89
Arkos Global Advisors
Texas
$520K -$24.1K -298 -4%
AAS
90
Avantax Advisory Services
Texas
$518K -$3.97K -49 -0.8%
SF
91
Summit Financial
New Jersey
$500K – – –
SCM
92
Sebold Capital Management
Illinois
$499K – – –
1W
93
1776 Wealth
Georgia
$499K – – –
HA
94
HFG Advisors
Ohio
$492K -$181K -2,230 -27%
EAM
95
Eukles Asset Management
Ohio
$452K – – –
RIA
96
Regal Investment Advisors
Michigan
$429K -$169K -2,083 -28%
CS
97
Comerica Securities
Michigan
$425K +$13.5K +166 +3%
CWP
98
Cyndeo Wealth Partners
Florida
$418K – – –
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$417K -$456K -5,625 -52%
IWN
100
Independent Wealth Network
Iowa
$405K +$10.6K +131 +3%
2 3
4
5 6