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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

133 hedge funds and large institutions have $455M invested in First Trust Large Cap Core AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
-3
Holders Change %
-2.21%
% of All Funds
2.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
21
Reduced
78
Closed
19
Calls
–
Puts
$234K
Net Calls
-$234K
Net Calls Change
+$81K

Top Buyers

1
Wells Fargo
Wells Fargo
California
$28.1M
2
GVAG
Great Valley Advisor Group
Delaware
$3.67M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$2.38M
4
HSA
HBK Sorce Advisory
Pennsylvania
$7.45M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$89.1M
2
Bank of America
Bank of America
North Carolina
$25.3M
3
UBS Group
UBS Group
Switzerland
$27.6M
4
LPL Financial
LPL Financial
California
$58.4M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$6.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
101
Good Life Advisors
Pennsylvania
$232K +$232K +3,886 New
AAS
102
Annex Advisory Services
Wisconsin
$232K +$232K +3,900 New
WA
103
Wealth Advisors
California
$231K +$231K +3,815 New
MCM
104
Mattern Capital Management
Colorado
$226K -$2.26M -37,960 -91%
AFP
105
Ausdal Financial Partners
Iowa
$223K -$228K -3,832 -51%
B
106
Bridgeworth
Alabama
$223K +$223K +3,738 New
KOMWMG
107
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$221K +$221K +3,713 New
IWP
108
Icon Wealth Partners
Texas
$214K +$214K +3,600 New
SCA
109
Snowden Capital Advisors
New York
$214K +$214K +3,587 New
LFAS
110
Level Four Advisory Services
Texas
$201K +$201K +3,390 New
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$196K +$55.2K +929 +39%
PMFA
112
Plante Moran Financial Advisors
Michigan
$174K -$21.2K -356 -11%
EIP
113
Ellis Investment Partners
Pennsylvania
$150K +$594 +10 +0.4%
GRP
114
Global Retirement Partners
California
$146K – – –
HPC
115
HM Payson & Co
Maine
$127K – – –
HWM
116
Holloway Wealth Management
Florida
$126K -$101K – –
HWA
117
HHM Wealth Advisors
Tennessee
$119K – – –
BFEC
118
Benjamin F. Edwards & Company
Missouri
$114K +$26.4K +444 +30%
IA
119
IFP Advisors
Florida
$90K – – –
LWM
120
Lenox Wealth Management
Ohio
$87K – – –
Fidelity Investments
121
Fidelity Investments
Massachusetts
$60K -$11.5K -192 -16%
CFD
122
Creative Financial Designs
Indiana
$58K -$572K -9,610 -91%
APWM
123
Atlas Private Wealth Management
New York
$24K – – –
BAM
124
Bellevue Asset Management
Washington
$24K – – –
SFPG
125
Stonebridge Financial Planning Group
Florida
$19K – – –
3 4
5
6 7