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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

157 hedge funds and large institutions have $763M invested in First Trust Large Cap Core AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 66 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+18
Holders Change %
+12.95%
% of All Funds
3.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
29
Increased
41
Reduced
66
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$21.4M
2
Morgan Stanley
Morgan Stanley
New York
+$9.93M
3
CS
Credit Suisse
Switzerland
+$9.6M
4
Stifel Financial
Stifel Financial
Missouri
+$2.94M
5
UBS Group
UBS Group
Switzerland
+$1.89M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$8.09M
2
Bank of America
Bank of America
North Carolina
-$5.15M
3
HSA
HBK Sorce Advisory
Pennsylvania
-$5.06M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.53M
5
LPL Financial
LPL Financial
California
-$4.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
126
Ameritas Investment Company
Nebraska
$193K +$14.7K +226 +8%
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$189K -$66.2K -1,014 -26%
VCP
128
Verus Capital Partners
Arizona
$181K +$181K +2,781 New
EIP
129
Ellis Investment Partners
Pennsylvania
$164K +$655 +10 +0.4%
GRP
130
Global Retirement Partners
California
$160K – – –
WAP
131
Wealthcare Advisory Partners
Pennsylvania
$150K +$261 +4 +0.2%
HPC
132
HM Payson & Co
Maine
$139K -$28.2K -433 -17%
Fidelity Investments
133
Fidelity Investments
Massachusetts
$134K +$34.9K +537 +35%
HWM
134
Holloway Wealth Management
Florida
$128K -$112K – –
NFG
135
Next Financial Group
Texas
$120K +$43.7K +670 +57%
IA
136
IFP Advisors
Florida
$99K -$305K -4,708 -75%
LWM
137
Lenox Wealth Management
Ohio
$96K – – –
S
138
SignatureFD
Georgia
$55K -$30.5K -465 -36%
TCWM
139
Total Clarity Wealth Management
Illinois
$46K +$46K +700 New
PFP
140
Pinnacle Financial Partners
Tennessee
$46K +$46K +700 New
1NWS
141
1 North Wealth Services
Maryland
$43K – – –
BCA
142
Berman Capital Advisors
Georgia
$43K +$43K +664 New
AWA
143
Arkadios Wealth Advisors
Georgia
$42.8K +$42.8K +638 New
RIA
144
Realta Investment Advisors
Delaware
$33K – – –
SFS
145
Sowell Financial Services
Arkansas
$32K -$377K -5,857 -92%
AIS
146
Accurate Investment Solutions
Pennsylvania
$27K +$128 +2 +0.5%
APWM
147
Atlas Private Wealth Management
New York
$26K +$26K +406 New
TA
148
TFG Advisers
Michigan
$20K +$20K +313 New
LFG
149
Larson Financial Group
Missouri
$16K – – –
AF
150
Allworth Financial
California
$14K +$65 +1 +0.5%
3 4 5
6
7