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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

145 hedge funds and large institutions have $810M invested in First Trust Large Cap Core AlphaDEX Fund in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 39 increasing their positions, 58 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+22
Holders Change %
+17.89%
% of All Funds
3.29%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
33
Increased
39
Reduced
58
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
Credit Suisse
Switzerland
$8.41M
2
Morgan Stanley
Morgan Stanley
New York
$125M
3
CAN
Cetera Advisor Networks
California
$3.99M
4
Bank of America
Bank of America
North Carolina
$68.2M
5
BS
Banco Santander
Spain
$13.1M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$76.3M
2
AIA
Arrow Investment Advisors
Maryland
$0
3
AIM
Astor Investment Management
Illinois
$6.62M
4
GFPC
Global Financial Private Capital
Florida
$6.17M
5
PFA
Pinnacle Family Advisors
Missouri
$918K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
126
Acorn Wealth Advisors
Michigan
$48K +$48K +811 New
CA
127
Calton & Associates
Florida
$44K +$44K +714 New
MCM
128
Mainstay Capital Management
Michigan
$42K +$42K +715 New
ACM
129
Aviance Capital Management
Florida
$40K -$126K -2,145 -76%
TWA
130
TCI Wealth Advisors
Arizona
$40K – – –
GI
131
Gradient Investments
Minnesota
$40K +$40K +689 New
GFP
132
Gryphon Financial Partners
Ohio
$31K +$31K +528 New
AIS
133
Accurate Investment Solutions
Pennsylvania
$24K +$117 +2 +0.5%
JFGIW
134
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K – – –
SEI Investments
135
SEI Investments
Pennsylvania
$11K +$7.39K +131 +205%
BWL
136
Bogart Wealth LLC
Virginia
$8K – – –
MOS
137
MGO One Seven
Ohio
$7K +$7K +125 New
AA
138
AlphaMark Advisors
Kentucky
$6K – – –
BTIS
139
BB&T Investment Services
North Carolina
$6K +$6K +107 New
HT
140
Heritage Trust
Oklahoma
$5K +$5K +78 New
HDIM
141
Hanson & Doremus Investment Management
Vermont
$4K – – –
CFA
142
Carroll Financial Associates
North Carolina
$3K – – –
TFS
143
TrustCore Financial Services
Tennessee
$2K +$2K +37 New
MA
144
MCF Advisors
Kentucky
$1K – – –
AIA
145
Arrow Investment Advisors
Maryland
– -$19.5M -355,412 Closed
DWA
146
Dorsey Wright & Associates
California
– -$4.92M -89,625 Closed
GS
147
Girard Securities
California
– -$1.67M -30,505 Closed
VF
148
Virtu Financial
New York
– -$1.49M -27,043 Closed
Ameriprise
149
Ameriprise
Minnesota
– -$676K -12,319 Closed
PWAG
150
Polaris Wealth Advisory Group
California
– -$528K -9,617 Closed
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