FEX icon

First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

136 hedge funds and large institutions have $465M invested in First Trust Large Cap Core AlphaDEX Fund in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 75 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-21
Holders Change %
-13.38%
% of All Funds
3%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
31
Reduced
75
Closed
33
Calls
–
Puts
$315K
Net Calls
-$315K
Net Calls Change
-$315K

Top Buyers

1
FWM
Frontier Wealth Management
Missouri
+$4.3M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.47M
3
First Trust Advisors
First Trust Advisors
Illinois
+$3.03M
4
Jane Street
Jane Street
New York
+$1.71M
5
1W
1776 Wealth
Georgia
+$986K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$25.5M
2
KWM
Keebeck Wealth Management
Illinois
-$7.48M
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$7.43M
4
Wells Fargo
Wells Fargo
California
-$6.93M
5
CS
Credit Suisse
Switzerland
-$5.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
151
Bridgeworth
Alabama
– -$255K -3,909 Closed
AAS
152
Annex Advisory Services
Wisconsin
– -$254K -3,900 Closed
AI
153
Atria Investments
North Carolina
– -$253K -3,884 Closed
WA
154
Wealth Advisors
California
– -$256K -3,815 Closed
Northern Trust
155
Northern Trust
Illinois
– -$245K -3,749 Closed
KOMWMG
156
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$240K -3,683 Closed
IWP
157
Icon Wealth Partners
Texas
– -$235K -3,600 Closed
PCMC
158
Private Capital Management (Colorado)
Colorado
– -$207K -3,400 Closed
WS
159
Wedbush Securities
California
– -$215K -3,300 Closed
UCFA
160
United Capital Financial Advisors
Texas
– -$210K -3,213 Closed
FPGK
161
Financial Partners Group (Kansas)
Kansas
– -$209K -3,199 Closed
SFWA
162
Summit Financial Wealth Advisors
Louisiana
– -$204K -3,160 Closed
IA
163
IFG Advisory
Georgia
– -$204K -3,132 Closed
S
164
SignatureFD
Georgia
– -$55K -839 Closed
TCWM
165
Total Clarity Wealth Management
Illinois
– -$46K -700 Closed
RIA
166
Realta Investment Advisors
Delaware
– -$33K -510 Closed
TA
167
TFG Advisers
Michigan
– -$20K -313 Closed
SQA
168
Simon Quick Advisors
New Jersey
– -$13K -203 Closed
AF
169
Advisornet Financial
Minnesota
– -$13K -196 Closed
FHA
170
First Horizon Advisors
Tennessee
– -$8K -129 Closed
3 4 5 6
7