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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

183 hedge funds and large institutions have $612M invested in First Trust Large Cap Core AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 67 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+5
Holders Change %
+2.81%
% of All Funds
2.92%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
15
Increased
67
Reduced
54
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$122M
2
CAS
Coppell Advisory Solutions
Texas
$2.41M
3
Osaic Holdings
Osaic Holdings
Arizona
$14.9M
4
RJA
Raymond James & Associates
Florida
$12.2M
5
Citadel Advisors
Citadel Advisors
Florida
$2.08M

Top Sellers

1
LPL Financial
LPL Financial
California
$63.9M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$3.5M
3
SOS
Silver Oak Securities
Tennessee
$15.8M
4
DADC
D.A. Davidson & Co
Montana
$2.64M
5
QPW
Quantum Private Wealth
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
126
Icon Wealth Partners
Texas
$292K – – –
CP
127
Camelot Portfolios
Ohio
$285K -$2.19K -27 -0.8%
WA
128
Wealth Advisors
California
$277K – – –
DFA
129
DHJJ Financial Advisors
Illinois
$271K -$10.5K -130 -4%
TLA
130
Tanglewood Legacy Advisors
Texas
$267K +$973 +12 +0.4%
TWM
131
Triton Wealth Management
Arizona
$265K -$24.3K -296 -8%
GM
132
GeoWealth Management
Illinois
$249K +$249K +3,074 New
SHGA
133
Sand Hill Global Advisors
California
$247K -$33.6K -414 -12%
MCM
134
Mattern Capital Management
Colorado
$246K – – –
PTC
135
Private Trust Company
Ohio
$242K – – –
AR
136
Apeiron RIA
Texas
$242K +$324 +4 +0.1%
PIA
137
Perennial Investment Advisors
California
$240K +$811 +10 +0.3%
SCA
138
Snowden Capital Advisors
New York
$240K +$81 +1 +0%
C
139
CEDRUS
Colorado
$236K +$162 +2 +0.1%
SAM
140
SP Asset Management
California
$234K +$243 +3 +0.1%
AFP
141
Ausdal Financial Partners
Iowa
$229K -$2.11K -26 -0.9%
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$228K +$12.7K +157 +6%
FPGK
143
Financial Partners Group (Kansas)
Kansas
$222K +$322 +4 +0.1%
Ameriprise
144
Ameriprise
Minnesota
$217K +$217K +2,681 New
Fidelity Investments
145
Fidelity Investments
Massachusetts
$217K +$4.22K +52 +2%
PMFA
146
Plante Moran Financial Advisors
Michigan
$216K – – –
JWCA
147
J.W. Cole Advisors
Florida
$216K +$487 +6 +0.2%
GWM
148
Geneos Wealth Management
Colorado
$211K – – –
TFS
149
Thoroughbred Financial Services
Tennessee
$208K +$208K +2,574 New
JPMorgan Chase & Co
150
JPMorgan Chase & Co
New York
$207K – – –
4 5
6
7 8