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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

178 hedge funds and large institutions have $621M invested in First Trust Large Cap Core AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 52 increasing their positions, 66 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
–
Holders Change %
0%
% of All Funds
2.81%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
9
Increased
52
Reduced
66
Closed
5
Calls
–
Puts
$310K
Net Calls
-$310K
Net Calls Change
-$310K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$122M
2
TCM
Triumph Capital Management
Colorado
$4.98M
3
SB
Strategic Blueprint
Georgia
$3.22M
4
AWM
Apollon Wealth Management
South Carolina
$742K
5
SAM
Secure Asset Management
Michigan
$3.83M

Top Sellers

1
GVAG
Great Valley Advisor Group
Delaware
$6.16M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$7.99M
3
RJA
Raymond James & Associates
Florida
$10.8M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$15.3M
5
LPL Financial
LPL Financial
California
$70.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
VVP
101
Venture Visionary Partners
Ohio
$384K – – –
VA
102
Valmark Advisers
Ohio
$384K – – –
AAP
103
Arax Advisory Partners
Colorado
$382K -$7.9K -94 -2%
EW
104
Element Wealth
Mississippi
$381K -$2.1K -25 -0.5%
SWM
105
Spire Wealth Management
Virginia
$375K -$54K -643 -13%
ASN
106
Advisory Services Network
Georgia
$369K – – –
LNC
107
Lincoln National Corp
Pennsylvania
$362K +$504 +6 +0.1%
CAM
108
Cresset Asset Management
Illinois
$358K +$358K +4,260 New
MFG
109
Merit Financial Group
Georgia
$351K -$16.3K -194 -4%
SIG
110
Sargent Investment Group
Maryland
$350K – – –
BAM
111
Belpointe Asset Management
Nevada
$336K -$1.53M -18,172 -82%
FCA
112
Fortis Capital Advisors
Kansas
$336K – – –
MWM
113
Mission Wealth Management
California
$329K – – –
AAS
114
Annex Advisory Services
Wisconsin
$328K – – –
FWP
115
FAS Wealth Partners
Kansas
$319K – – –
TWM
116
Triton Wealth Management
Arizona
$306K +$173 +2 +0.1%
IW
117
Imprint Wealth
South Carolina
$306K – – –
IWP
118
Icon Wealth Partners
Texas
$302K – – –
CP
119
Camelot Portfolios
Ohio
$298K +$1.43K +17 +0.5%
AAS
120
Ameritas Advisory Services
Nebraska
$293K -$831K -9,974 -74%
DFA
121
DHJJ Financial Advisors
Illinois
$292K -$15.1K -180 -5%
WA
122
Wealth Advisors
California
$292K – – –
SHGA
123
Sand Hill Global Advisors
California
$291K – – –
TLA
124
Tanglewood Legacy Advisors
Texas
$275K +$840 +10 +0.3%
BTI
125
Blue Trust Inc
Georgia
$275K – – –
3 4
5
6 7