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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

145 hedge funds and large institutions have $810M invested in First Trust Large Cap Core AlphaDEX Fund in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 39 increasing their positions, 58 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+22
Holders Change %
+17.89%
% of All Funds
3.29%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
33
Increased
39
Reduced
58
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
Credit Suisse
Switzerland
$8.41M
2
Morgan Stanley
Morgan Stanley
New York
$125M
3
CAN
Cetera Advisor Networks
California
$3.99M
4
Bank of America
Bank of America
North Carolina
$68.2M
5
BS
Banco Santander
Spain
$13.1M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$76.3M
2
AIA
Arrow Investment Advisors
Maryland
$0
3
AIM
Astor Investment Management
Illinois
$6.62M
4
GFPC
Global Financial Private Capital
Florida
$6.17M
5
PFA
Pinnacle Family Advisors
Missouri
$918K
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
101
RFG Advisory
Alabama
$320K – – –
KA
102
Kovack Advisors
Florida
$315K +$40.2K +687 +15%
UCFA
103
United Capital Financial Advisors
Texas
$303K -$318K -5,419 -51%
LNC
104
Lincoln National Corp
Pennsylvania
$303K +$303K +5,174 New
MHS
105
M Holdings Securities
Oregon
$278K -$8.42K -144 -3%
TSS
106
Two Sigma Securities
New York
$272K +$272K +4,642 New
SFWA
107
Summit Financial Wealth Advisors
Louisiana
$255K – – –
PFM
108
Probabilities Fund Management
New York
$248K +$248K +4,240 New
UR
109
USCA RIA
Texas
$242K +$242K +4,129 New
VAM
110
Visionary Asset Management
Texas
$231K -$186K -3,166 -45%
BFEC
111
Benjamin F. Edwards & Company
Missouri
$230K -$83.6K -1,429 -27%
AIM
112
Advantage Investment Management
Iowa
$219K -$15.7K -268 -7%
KP
113
Keel Point
Alabama
$215K -$42.9K -734 -17%
PMFA
114
Plante Moran Financial Advisors
Michigan
$211K – – –
IWP
115
Icon Wealth Partners
Texas
$211K +$211K +3,600 New
WS
116
Wedbush Securities
California
$210K -$87.3K -1,489 -29%
Creative Planning
117
Creative Planning
Kansas
$205K -$238K -4,050 -54%
PWA
118
Peterson Wealth Advisors
Utah
$202K +$202K +3,450 New
FANJ
119
Financial Architects (New Jersey)
New Jersey
$159K – – –
WEC
120
Winslow Evans & Crocker
Massachusetts
$112K -$7.26K -124 -6%
RFWA
121
RPg Family Wealth Advisory
Massachusetts
$100K -$11.7K -200 -10%
WAP
122
Wealthcare Advisory Partners
Pennsylvania
$89K +$49.8K +853 +127%
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$70K +$70K +1,193 New
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$60K +$52.3K +895 +678%
VCM
125
Virtue Capital Management
Tennessee
$52K +$52K +895 New
3 4
5
6 7