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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

142 hedge funds and large institutions have $802M invested in First Trust Large Cap Core AlphaDEX Fund in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-3
Holders Change %
-2.07%
% of All Funds
3.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
16
Increased
53
Reduced
47
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$32.5M
2
Baird Financial Group
Baird Financial Group
Wisconsin
+$12M
3
CS
Credit Suisse
Switzerland
+$8.48M
4
SPC
Sigma Planning Corp
Michigan
+$2.97M
5
US Bancorp
US Bancorp
Minnesota
+$2.87M

Top Sellers

1
FHB
First Hawaiian Bank
Hawaii
-$15.2M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$10.3M
3
Bank of America
Bank of America
North Carolina
-$8.07M
4
Wells Fargo
Wells Fargo
California
-$6.36M
5
AW
ACG Wealth
Georgia
-$4.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
126
Atlas Capital Advisors
Wyoming
$33.2K +$33.2K +541 New
RIA
127
Realta Investment Advisors
Delaware
$32K +$62 +1 +0.2%
AIS
128
Accurate Investment Solutions
Pennsylvania
$26K +$62 +1 +0.2%
FHA
129
First Horizon Advisors
Tennessee
$25K – – –
Fidelity Investments
130
Fidelity Investments
Massachusetts
$21K +$16.3K +268 +344%
LA
131
Legacy Advisors
Pennsylvania
$18K – – –
AF
132
Allworth Financial
California
$17K +$3.91K +64 +30%
SQA
133
Simon Quick Advisors
New Jersey
$12.3K – – –
AF
134
Advisornet Financial
Minnesota
$12K – – –
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$9K +$9K +139 New
CFA
136
Carroll Financial Associates
North Carolina
$7K – – –
BCI
137
Brinker Capital Investments
Pennsylvania
$7K – – –
BlackRock
138
BlackRock
New York
$6K – – –
AA
139
AlphaMark Advisors
Kentucky
$6K – – –
OIA
140
OneDigital Investment Advisors
Kansas
$4K +$2.38K +41 +146%
VFA
141
Valeo Financial Advisors
Indiana
$3K +$3K +50 New
TFS
142
TrustCore Financial Services
Tennessee
$2K – – –
FHB
143
First Hawaiian Bank
Hawaii
– -$15.2M -255,978 Closed
SIM
144
SSI Investment Management
California
– -$4.33M -72,795 Closed
FAM
145
Formidable Asset Management
Ohio
– -$20K -30,600 Closed
KWM
146
Kingsview Wealth Management
Oregon
– -$983K -16,513 Closed
MHS
147
M Holdings Securities
Oregon
– -$388K -6,525 Closed
WS
148
Wedbush Securities
California
– -$310K -5,215 Closed
COI
149
Capital One Investing
Virginia
– -$242K -4,060 Closed
AIC
150
Ameritas Investment Company
Nebraska
– -$207K -3,474 Closed
3 4 5
6
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