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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

136 hedge funds and large institutions have $465M invested in First Trust Large Cap Core AlphaDEX Fund in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 75 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-21
Holders Change %
-13.38%
% of All Funds
3%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
31
Reduced
75
Closed
33
Calls
–
Puts
$315K
Net Calls
-$315K
Net Calls Change
-$315K

Top Buyers

1
FWM
Frontier Wealth Management
Missouri
+$4.3M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.47M
3
First Trust Advisors
First Trust Advisors
Illinois
+$3.03M
4
Jane Street
Jane Street
New York
+$1.71M
5
1W
1776 Wealth
Georgia
+$986K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$25.5M
2
KWM
Keebeck Wealth Management
Illinois
-$7.48M
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$7.43M
4
Wells Fargo
Wells Fargo
California
-$6.93M
5
CS
Credit Suisse
Switzerland
-$5.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
101
MGO One Seven
Ohio
$212K +$212K +4,452 New
IAIM
102
International Assets Investment Management
Florida
$211K +$211K +4,424 New
LNC
103
Lincoln National Corp
Pennsylvania
$209K -$3.09K -65 -1%
EWF
104
Epstein & White Financial
California
$200K +$858 +18 +0.4%
PMFA
105
Plante Moran Financial Advisors
Michigan
$156K -$181K -3,803 -54%
AIC
106
Ameritas Investment Company
Nebraska
$134K -$7.44K -156 -5%
GRP
107
Global Retirement Partners
California
$116K – – –
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$113K -$25.1K -526 -18%
EIP
109
Ellis Investment Partners
Pennsylvania
$113K +$494 +11 +0.4%
HPC
110
HM Payson & Co
Maine
$102K – – –
HWM
111
Holloway Wealth Management
Florida
$101K -$128K – –
VCP
112
Verus Capital Partners
Arizona
$100K -$33K -690 -25%
HWA
113
HHM Wealth Advisors
Tennessee
$95K +$95K +2,000 New
WAP
114
Wealthcare Advisory Partners
Pennsylvania
$85K -$24.3K -510 -22%
IA
115
IFP Advisors
Florida
$75K – – –
BFEC
116
Benjamin F. Edwards & Company
Missouri
$70K -$565K -11,863 -89%
LWM
117
Lenox Wealth Management
Ohio
$69K – – –
SF
118
Synovus Financial
Georgia
$64K +$64K +1,357 New
TFA
119
Transamerica Financial Advisors
Florida
$60K +$60K +1,241 New
Fidelity Investments
120
Fidelity Investments
Massachusetts
$57K -$41.1K -863 -42%
NFG
121
Next Financial Group
Texas
$56K -$32.1K -670 -36%
VFA
122
Valeo Financial Advisors
Indiana
$45K +$45K +860 New
BCA
123
Berman Capital Advisors
Georgia
$31K +$93 +2 +0.3%
AWA
124
Arkadios Wealth Advisors
Georgia
$30.5K +$143 +3 +0.5%
SFS
125
Sowell Financial Services
Arkansas
$24K -$146 -3 -0.6%
3 4
5
6 7