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First Trust Large Cap Core AlphaDEX Fund

42 hedge funds and large institutions have $237M invested in First Trust Large Cap Core AlphaDEX Fund in 2013 Q2 according to their latest regulatory filings, with 42 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

55.14% more ownership

Funds ownership: 0%55.14% (+55%)

Holders
42
Holders Change
+42
Holders Change %
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
42
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$35.1M +$35M +996,894 New
Morgan Stanley
2
Morgan Stanley
New York
$34.4M +$34.2M +976,147 New
DWA
3
Dorsey Wright & Associates
California
$33.8M +$33.5M +956,079 New
LPL Financial
4
LPL Financial
California
$19.5M +$19.4M +553,972 New
Bank of America
5
Bank of America
North Carolina
$17.1M +$17M +485,482 New
AW
6
ACG Wealth
Georgia
$15.5M +$15.4M +439,853 New
AIA
7
Arrow Investment Advisors
Maryland
$13.2M +$13.1M +374,850 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$11.4M +$11.3M +323,051 New
U
9
UBS
Switzerland
$10.9M +$10.8M +308,434 New
BAAM
10
Baker Avenue Asset Management
California
$8.18M +$8.14M +232,243 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.39M +$4.37M +124,768 New
HFS
12
HL Financial Services
Kentucky
$4.03M +$4.02M +114,572 New
RJA
13
Raymond James & Associates
Florida
$3.85M +$3.84M +109,469 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$2.86M +$2.85M +81,211 New
JP Morgan Chase
15
JP Morgan Chase
New York
$2.69M +$2.68M +76,546 New
CA
16
Cetera Advisors
Colorado
$2.24M +$2.23M +63,495 New
DADC
17
D.A. Davidson & Co
Montana
$1.9M +$1.89M +53,866 New
SNC
18
Stifel Nicolaus & Co
Missouri
$1.76M +$1.75M +49,988 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.75M +$1.74M +49,726 New
Ameriprise
20
Ameriprise
Minnesota
$1.63M +$1.64M +46,645 New
AGA
21
Accuvest Global Advisors
Utah
$1.53M +$1.53M +43,500 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$1.17M +$1.16M +33,175 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$956K +$952K +27,165 New
WA
24
WFG Advisors
Texas
$952K +$947K +27,024 New
FAAS
25
First Allied Advisory Services
California
$879K +$872K +24,865 New

FEX Hedge Fund Activity: Q2 2013 in Review

42 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Core AlphaDEX Fund (FEX) for Q2 2013, worth a combined $237M.

Buyers outnumbered sellers: 42 funds opened new FEX positions and 0 closed out — a net gain of 42 holders — while 0 added to existing stakes and 0 trimmed.

  • 42 institutional investors held First Trust Large Cap Core AlphaDEX Fund (FEX) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $237M of First Trust Large Cap Core AlphaDEX Fund stock for Q2 2013.
  • 42 funds opened new First Trust Large Cap Core AlphaDEX Fund positions in Q2 2013 and 0 closed out, a net change of +42 holders.

Based on aggregated 13F filings for Q2 2013.