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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

139 hedge funds and large institutions have $807M invested in First Trust Large Cap Core AlphaDEX Fund in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 58 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
-6
Holders Change %
-4.14%
% of All Funds
3.19%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
11
Increased
58
Reduced
48
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFA
Pinnacle Family Advisors
Missouri
+$6.94M
2
Morgan Stanley
Morgan Stanley
New York
+$5.79M
3
LPL Financial
LPL Financial
California
+$5.09M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.36M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.35M

Top Sellers

1
HSA
HBK Sorce Advisory
Pennsylvania
-$12.6M
2
Wells Fargo
Wells Fargo
California
-$6.14M
3
CS
Credit Suisse
Switzerland
-$5.85M
4
AG
Advisor Group
Arizona
-$3.27M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
151
TCI Wealth Advisors
Arizona
– -$40K -677 Closed
BWL
152
Bogart Wealth LLC
Virginia
– -$8K -130 Closed
HT
153
Heritage Trust
Oklahoma
– -$5K -78 Closed
MA
154
MCF Advisors
Kentucky
– -$1K -12 Closed
3 4 5 6
7