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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

178 hedge funds and large institutions have $640M invested in First Trust Large Cap Core AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 66 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+2
Holders Change %
+1.14%
% of All Funds
2.82%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
18
Increased
48
Reduced
66
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
Win Advisors
Florida
$27.3M
2
CF
Centaurus Financial
California
$6.34M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$10M
4
FFN
Focus Financial Network
Minnesota
$1.96M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.48M

Top Sellers

1
GIA
Gladstone Institutional Advisory
Florida
$1.58M
2
Osaic Holdings
Osaic Holdings
Arizona
$14.7M
3
Morgan Stanley
Morgan Stanley
New York
$110M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.44M
5
LPL Financial
LPL Financial
California
$75.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWN
101
Independent Wealth Network
Iowa
$438K +$26.4K +299 +6%
MHS
102
M Holdings Securities
Oregon
$437K +$437K +4,948 New
PFS
103
Prospera Financial Services
Texas
$416K +$10.6K +120 +3%
CWS
104
Cypress Wealth Services
California
$415K – – –
AAP
105
Arax Advisory Partners
Colorado
$409K +$88 +1 +0%
VVP
106
Venture Visionary Partners
Ohio
$403K – – –
DFA
107
DHJJ Financial Advisors
Illinois
$398K -$19K -215 -5%
ASN
108
Advisory Services Network
Georgia
$394K -$15.5K -175 -4%
EP
109
Eudaimonia Partners
Tennessee
$387K +$387K +4,387 New
TWM
110
Triton Wealth Management
Arizona
$379K – – –
PFA
111
Pinnacle Family Advisors
Missouri
$377K – – –
LNC
112
Lincoln National Corp
Pennsylvania
$377K +$442 +5 +0.1%
GIA
113
GHP Investment Advisors
Colorado
$376K -$19.3K -219 -5%
UCFA
114
United Capital Financial Advisors
Texas
$375K – – –
IA
115
IFP Advisors
Florida
$349K +$115K +1,900 +49%
C
116
CEDRUS
Colorado
$348K +$116K +1,315 +50%
MWM
117
Mission Wealth Management
California
$346K – – –
AAS
118
Annex Advisory Services
Wisconsin
$344K -$2.03K -23 -0.6%
WA
119
Wealth Advisors
California
$337K – – –
TRCT
120
Tower Research Capital (TRC)
New York
$334K -$60.2K -683 -15%
FSA
121
Financial Services Advisory
Maryland
$326K -$542K -6,140 -62%
IWP
122
Icon Wealth Partners
Texas
$318K – – –
CS
123
Comerica Securities
Michigan
$310K -$70.9K -802 -19%
SHGA
124
Sand Hill Global Advisors
California
$306K -$12K -136 -4%
ATPW
125
Ashton Thomas Private Wealth
Arizona
$282K +$2.03K +23 +0.7%
3 4
5
6 7