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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

178 hedge funds and large institutions have $640M invested in First Trust Large Cap Core AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 66 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+2
Holders Change %
+1.14%
% of All Funds
2.82%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
18
Increased
48
Reduced
66
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
Win Advisors
Florida
+$27.3M
2
CF
Centaurus Financial
California
+$5.91M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$3.36M
4
FFN
Focus Financial Network
Minnesota
+$1.96M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$1.68M

Top Sellers

1
GIA
Gladstone Institutional Advisory
Florida
-$5.14M
2
Osaic Holdings
Osaic Holdings
Arizona
-$3.58M
3
Morgan Stanley
Morgan Stanley
New York
-$2.78M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.6M
5
LPL Financial
LPL Financial
California
-$1.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
126
Intrua Financial
Texas
$282K +$176 +2 +0.1%
IWP
127
IAG Wealth Partners
Wisconsin
$281K -$3.98K -45 -1%
MCM
128
Mattern Capital Management
Colorado
$281K – – –
SFWA
129
Summit Financial Wealth Advisors
Louisiana
$279K – – –
PFG
130
Peterson Financial Group
Iowa
$278K -$23.3K -264 -8%
CFGS
131
Concourse Financial Group Securities
Alabama
$277K -$136K -1,542 -33%
AR
132
Apeiron RIA
Texas
$277K – – –
SCA
133
Snowden Capital Advisors
New York
$261K – – –
JWCA
134
J.W. Cole Advisors
Florida
$256K -$2.65K -30 -1%
IA
135
IFG Advisory
Georgia
$252K +$352 +4 +0.1%
AWA
136
Arkadios Wealth Advisors
Georgia
$248K -$231K -2,619 -48%
HWM
137
Holloway Wealth Management
Florida
$247K -$258K – –
Renaissance Technologies
138
Renaissance Technologies
New York
$247K +$247K +2,800 New
B
139
Bridgeworth
Alabama
$245K -$4.58K -52 -2%
FPGK
140
Financial Partners Group (Kansas)
Kansas
$241K +$177 +2 +0.1%
PMFA
141
Plante Moran Financial Advisors
Michigan
$236K – – –
GLA
142
Good Life Advisors
Pennsylvania
$227K +$3.88K +44 +2%
IAIM
143
International Assets Investment Management
Florida
$222K – – –
Mercer Global Advisors
144
Mercer Global Advisors
Colorado
$221K – – –
BFA
145
Beacon Financial Advisory
Ohio
$221K – – –
ACA
146
Aptus Capital Advisors
Alabama
$218K +$218K +2,464 New
IA
147
Insight Advisors
Pennsylvania
$216K +$265 +3 +0.1%
HA
148
Harfst & Associates
Wyoming
$209K -$11K -125 -5%
AWM
149
Apollon Wealth Management
South Carolina
$207K – – –
EWM
150
Empirical Wealth Management
Washington
$200K – – –
4 5
6
7 8