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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

141 hedge funds and large institutions have $690M invested in First Trust Large Cap Core AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+5
Holders Change %
+3.68%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
23
Increased
47
Reduced
54
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$10.4M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$10.4M
3
HSA
HBK Sorce Advisory
Pennsylvania
+$8.76M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$6.22M
5
CS
Credit Suisse
Switzerland
+$5.57M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$38.1M
2
Morgan Stanley
Morgan Stanley
New York
-$18M
3
BTS
BB&T Securities
Virginia
-$15.4M
4
Bank of America
Bank of America
North Carolina
-$7.33M
5
SAM
Shamrock Asset Management
Texas
-$7.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$14K +$14K +273 New
AF
127
Allworth Financial
California
$11K +$11K +213 New
AF
128
Advisornet Financial
Minnesota
$10K +$10K +196 New
ADL
129
Asset Dedication LLC
California
$7K +$7K +125 New
MOS
130
MGO One Seven
Ohio
$6K +$6K +125 New
BlackRock
131
BlackRock
New York
$5K – – –
AA
132
AlphaMark Advisors
Kentucky
$5K – – –
CIAS
133
Capital Investment Advisory Services
North Carolina
$5K +$5K +100 New
LWM
134
Lenox Wealth Management
Ohio
$2K -$3.72K -145 -65%
CFA
135
Carroll Financial Associates
North Carolina
$2K – – –
TFS
136
TrustCore Financial Services
Tennessee
$2K – – –
OIA
137
OneDigital Investment Advisors
Kansas
$1K – – –
Parallax Volatility Advisers
138
Parallax Volatility Advisers
California
$1K +$952 +20 +2,000%
NA
139
NewEdge Advisors
Louisiana
$202 -$32 -611 -14%
SAM
140
Shamrock Asset Management
Texas
– -$7.03M -112,598 Closed
HA
141
Hays Advisory
Tennessee
– -$3.62M -57,910 Closed
FA
142
FDx Advisors
Illinois
– -$2.82M -45,190 Closed
Citadel Advisors
143
Citadel Advisors
Florida
– -$2.65M -42,405 Closed
Goldman Sachs
144
Goldman Sachs
New York
– -$1.94M -31,011 Closed
MFG
145
Merit Financial Group
Georgia
– -$508K -19,783 Closed
SG Americas Securities
146
SG Americas Securities
New York
– -$1.14M -18,315 Closed
FPGK
147
Financial Partners Group (Kansas)
Kansas
– -$910K -14,585 Closed
AI
148
Atria Investments
North Carolina
– -$239K -3,831 Closed
SG
149
StoneX Group
New York
– -$213K -3,420 Closed
TRCT
150
Tower Research Capital (TRC)
New York
– -$207K -3,323 Closed
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