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First Trust Large Cap Core AlphaDEX Fund
FEX

176 hedge funds and large institutions have $627M invested in First Trust Large Cap Core AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 54 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 9

10% more funds holding

Funds holding: 160 → 176 (+16)

8% more capital invested

Capital invested by funds: $579M → $627M (+$47.5M)

2% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 54

0.63% more ownership

Funds ownership: 49.76% → 50.38% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
176
Holders Change
+16
Holders Change %
+10%
% of All Funds
2.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
55
Reduced
54
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$5.84M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$2.35M
3
LPL Financial
LPL Financial
California
+$2.04M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.12M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.11M

Top Sellers

Rank Fund Capital Flow
1
SPC
Sigma Planning Corp
Michigan
-$6.67M
2
UBS Group
UBS Group
Switzerland
-$4.11M
3
Truist Financial
Truist Financial
North Carolina
-$3.2M
4
HI
Harbour Investments
Wisconsin
-$1.44M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
Koshinski Asset Management
151
Koshinski Asset Management
Illinois
$103K +$90 +1 +0.1%
JMF
152
Johnson Midwest Financial
Iowa
$100K +$71.9K +797 +283%
SAM
153
Strategic Asset Management
Minnesota
$93K – – –
NFG
154
Next Financial Group
Texas
$90K – – –
SC
155
Stephens Consulting
Michigan
$55.2K +$53.9K +598 New
CA
156
Cornerstone Advisory
Maryland
$47K +$45.7K +507 New
SPWG
157
Sage Private Wealth Group
Illinois
$34K +$90 +1 +0.3%
SFPG
158
Stonebridge Financial Planning Group
Florida
$28K – – –
Jones Financial Companies
159
Jones Financial Companies
Missouri
$25K – – –
IPW
160
IronBridge Private Wealth
Texas
$24K – – –
AIM
161
AHL Investment Management
Florida
$23K +$22.6K +250 New
LFG
162
Larson Financial Group
Missouri
$22K – – –
FAG
163
Fortitude Advisory Group
Washington
$21K +$27.1K +300 New
AF
164
Allworth Financial
California
$20K +$90 +1 +0.5%
SBL
165
Sargent Bickham Lagudis
Colorado
$18K +$17.9K +199 New
CA
166
CoreCap Advisors
Michigan
$17K +$16.7K +185 New
WWMSC
167
Wagner Wealth Management (South Carolina)
South Carolina
$14K -$90 -1 -0.7%
MTWM
168
Masso Torrence Wealth Management
New Jersey
$14K +$13.5K +150 New
CFCI
169
Comprehensive Financial Consultants Institutional
Indiana
$14K +$15.3K +170 New
CCM
170
Covington Capital Management
California
$10K – – –
KA
171
Kozak & Associates
Colorado
$9K – – –
AA
172
AlphaMark Advisors
Kentucky
$8K – – –
GWSG
173
GPS Wealth Strategies Group
Colorado
$8K – – –
CFD
174
Creative Financial Designs
Indiana
$7K +$7.22K +80 New
TAM
175
Tucker Asset Management
Colorado
$6.55K – – –
4 5 6
7
8

FEX Hedge Fund Activity: Q4 2021 in Review

176 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Core AlphaDEX Fund (FEX) for Q4 2021, worth a combined $627M — up 8.2% from $579M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FEX positions and 9 closed out — a net gain of 19 holders — while 55 added to existing stakes and 54 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.84M. The largest seller was Sigma Planning Corp, cutting an estimated $6.67M.

  • 176 institutional investors held First Trust Large Cap Core AlphaDEX Fund (FEX) as of Q4 2021, up from 160 in Q3 2021.
  • Funds reported $627M of First Trust Large Cap Core AlphaDEX Fund stock for Q4 2021, up 8.2% quarter-over-quarter.
  • 28 funds opened new First Trust Large Cap Core AlphaDEX Fund positions in Q4 2021 and 9 closed out, a net change of +19 holders.
  • The largest First Trust Large Cap Core AlphaDEX Fund buyer in Q4 2021 was Wells Fargo, an estimated $5.84M added.
  • The largest First Trust Large Cap Core AlphaDEX Fund seller in Q4 2021 was Sigma Planning Corp, an estimated $6.67M sold.

Based on aggregated 13F filings for Q4 2021.