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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 %
HPC
151
HM Payson & Co
Maine
$189K – – –
HWA
152
HHM Wealth Advisors
Tennessee
$177K – – –
EIP
153
Ellis Investment Partners
Pennsylvania
$173K -$52.3K -595 -23%
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$161K +$31K +353 +24%
Fidelity Investments
155
Fidelity Investments
Massachusetts
$152K -$5.65K -64 -4%
Citigroup
156
Citigroup
New York
$146K – – –
TWM
157
Tradition Wealth Management
Minnesota
$139K -$15.4K -175 -10%
GTAM
158
Global Trust Asset Management
Florida
$111K -$370K -4,180 -77%
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$101K +$101K +1,149 New
Koshinski Asset Management
160
Koshinski Asset Management
Illinois
$98.1K +$88 +1 +0.1%
JMF
161
Johnson Midwest Financial
Iowa
$95K – – –
SAM
162
Strategic Asset Management
Minnesota
$89K – – –
SC
163
Stephens Consulting
Michigan
$52.8K – – –
BCMLT
164
Beacon Capital Management LLC (Tennessee)
Tennessee
$51K +$51K +574 New
AWM
165
Avior Wealth Management
Nebraska
$43K -$79.8K -917 -65%
GRP
166
Global Retirement Partners
California
$43K +$43K +528 New
SPWG
167
Sage Private Wealth Group
Illinois
$33K +$88 +1 +0.3%
LFG
168
Larson Financial Group
Missouri
$21K – – –
AF
169
Allworth Financial
California
$20K +$90 +1 +0.5%
FAG
170
Fortitude Advisory Group
Washington
$9K -$18K -200 -67%
KA
171
Kozak & Associates
Colorado
$9K – – –
SCA
172
Stonebridge Capital Advisors
Minnesota
$9K +$9K +99 New
CCM
173
Covington Capital Management
California
$8K -$2.07K -23 -21%
AA
174
AlphaMark Advisors
Kentucky
$8K – – –
CFD
175
Creative Financial Designs
Indiana
$7K – – –
4 5 6
7
8