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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

139 hedge funds and large institutions have $807M invested in First Trust Large Cap Core AlphaDEX Fund in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 58 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
-6
Holders Change %
-4.14%
% of All Funds
3.19%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
11
Increased
58
Reduced
48
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFA
Pinnacle Family Advisors
Missouri
+$6.94M
2
Morgan Stanley
Morgan Stanley
New York
+$5.79M
3
LPL Financial
LPL Financial
California
+$5.09M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.36M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.35M

Top Sellers

1
HSA
HBK Sorce Advisory
Pennsylvania
-$12.6M
2
Wells Fargo
Wells Fargo
California
-$6.14M
3
CS
Credit Suisse
Switzerland
-$5.85M
4
AG
Advisor Group
Arizona
-$3.27M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
UR
101
USCA RIA
Texas
$292K +$50.9K +872 +21%
RA
102
RFG Advisory
Alabama
$268K -$43.8K -749 -14%
SFWA
103
Summit Financial Wealth Advisors
Louisiana
$255K – – –
Northern Trust
104
Northern Trust
Illinois
$219K -$124K -2,122 -36%
VAM
105
Visionary Asset Management
Texas
$216K -$11.4K -197 -5%
KP
106
Keel Point
Alabama
$215K – – –
PMFA
107
Plante Moran Financial Advisors
Michigan
$210K – – –
IWP
108
Icon Wealth Partners
Texas
$210K – – –
Creative Planning
109
Creative Planning
Kansas
$209K +$4.68K +80 +2%
PWA
110
Peterson Wealth Advisors
Utah
$202K +$409 +7 +0.2%
BFEC
111
Benjamin F. Edwards & Company
Missouri
$196K -$33.1K -568 -14%
AIM
112
Advantage Investment Management
Iowa
$180K -$39.2K -671 -18%
WAP
113
Wealthcare Advisory Partners
Pennsylvania
$89K +$117 +2 +0.1%
RFWA
114
RPg Family Wealth Advisory
Massachusetts
$77.4K -$22.6K -386 -23%
WEC
115
Winslow Evans & Crocker
Massachusetts
$70.4K -$40.9K -700 -37%
PWAG
116
Polaris Wealth Advisory Group
California
$70K +$70K +1,192 New
NWM
117
Northwest Wealth Management
Iowa
$65K +$65K +1,117 New
AWA
118
Acorn Wealth Advisors
Michigan
$48K – – –
MCM
119
Mainstay Capital Management
Michigan
$41K – – –
PFP
120
Pinnacle Financial Partners
Tennessee
$41K +$41K +700 New
ACM
121
Aviance Capital Management
Florida
$39K -$1.3K -22 -3%
GFP
122
Gryphon Financial Partners
Ohio
$31K – – –
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$30K -$29.4K -508 -49%
SEI Investments
124
SEI Investments
Pennsylvania
$29K +$17.6K +303 +155%
AIS
125
Accurate Investment Solutions
Pennsylvania
$24K +$58 +1 +0.2%
3 4
5
6 7