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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

198 hedge funds and large institutions have $685M invested in First Trust Large Cap Core AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 67 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+11
Holders Change %
+5.88%
% of All Funds
2.87%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
19
Increased
63
Reduced
67
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$19.9M
2
KAS
Kestra Advisory Services
Texas
$18.4M
3
Goldman Sachs
Goldman Sachs
New York
$3.59M
4
LPL Financial
LPL Financial
California
$80.7M
5
RJA
Raymond James & Associates
Florida
$15.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$104M
2
Wells Fargo
Wells Fargo
California
$47.6M
3
SOS
Silver Oak Securities
Tennessee
$14.4M
4
Truist Financial
Truist Financial
North Carolina
$16.3M
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFG
201
Foundry Financial Group
New Hampshire
– -$613K -6,800 Closed
TFS
202
Thoroughbred Financial Services
Tennessee
– -$232K -2,574 Closed
IA
203
IFG Advisory
Georgia
– -$201K -2,226 Closed
TWM
204
Tradition Wealth Management
Minnesota
– -$114K -1,269 Closed
NFSG
205
Newbridge Financial Services Group
Florida
– -$1.8K -20 Closed
5 6 7 8
9