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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

176 hedge funds and large institutions have $627M invested in First Trust Large Cap Core AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 54 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+16
Holders Change %
+10%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
55
Reduced
54
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$35.9M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$6.96M
3
LPL Financial
LPL Financial
California
$80.9M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.83M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$41.3M

Top Sellers

1
SPC
Sigma Planning Corp
Michigan
$1.55M
2
UBS Group
UBS Group
Switzerland
$30.3M
3
Truist Financial
Truist Financial
North Carolina
$18.5M
4
HI
Harbour Investments
Wisconsin
$2.61M
5
Osaic Holdings
Osaic Holdings
Arizona
$17.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
101
Arax Advisory Partners
Colorado
$428K +$92 +1 +0%
PFS
102
Prospera Financial Services
Texas
$424K +$34.8K +376 +9%
VVP
103
Venture Visionary Partners
Ohio
$422K – – –
DFA
104
DHJJ Financial Advisors
Illinois
$416K -$52.4K -594 -11%
GIA
105
GHP Investment Advisors
Colorado
$414K +$92.4K +1,000 +29%
TRCT
106
Tower Research Capital (TRC)
New York
$413K -$144K -1,561 -26%
CS
107
Comerica Securities
Michigan
$398K +$5.63K +61 +1%
LNC
108
Lincoln National Corp
Pennsylvania
$394K -$9.7K -105 -2%
PFA
109
Pinnacle Family Advisors
Missouri
$394K -$2.49K -27 -0.6%
UCFA
110
United Capital Financial Advisors
Texas
$392K +$118K +1,275 +43%
TWM
111
Triton Wealth Management
Arizona
$379K +$263 +3 +0.1%
AAS
112
Annex Advisory Services
Wisconsin
$362K +$2.12K +23 +0.6%
MWM
113
Mission Wealth Management
California
$362K +$362K +3,920 New
IA
114
IFP Advisors
Florida
$357K – – –
WA
115
Wealth Advisors
California
$352K – – –
SHGA
116
Sand Hill Global Advisors
California
$332K -$10.6K -115 -3%
IWP
117
Icon Wealth Partners
Texas
$332K – – –
PFG
118
Peterson Financial Group
Iowa
$316K +$316K +3,418 New
IWP
119
IAG Wealth Partners
Wisconsin
$298K -$9.99K -108 -3%
IF
120
Intrua Financial
Texas
$295K -$17.2K -186 -5%
MCM
121
Mattern Capital Management
Colorado
$294K – – –
ATPW
122
Ashton Thomas Private Wealth
Arizona
$293K +$293K +3,175 New
SFWA
123
Summit Financial Wealth Advisors
Louisiana
$291K – – –
AR
124
Apeiron RIA
Texas
$291K +$291K +3,161 New
SCA
125
Snowden Capital Advisors
New York
$273K – – –
3 4
5
6 7