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First Trust Large Cap Core AlphaDEX Fund

60 hedge funds and large institutions have $493M invested in First Trust Large Cap Core AlphaDEX Fund in 2014 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+13
Holders Change %
+27.66%
% of All Funds
1.73%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
15
Increased
26
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$81.6M +$19.6M +464,333 +32%
Morgan Stanley
2
Morgan Stanley
New York
$75.5M +$8.79M +208,582 +13%
U
3
UBS
Switzerland
$44.4M +$30.5M +724,561 +219%
Bank of America
4
Bank of America
North Carolina
$39.9M +$6.48M +153,965 +19%
LPL Financial
5
LPL Financial
California
$36.1M -$9.83M -233,369 -21%
DWA
6
Dorsey Wright & Associates
California
$28.3M +$1.16M +27,643 +4%
AIM
7
Astor Investment Management
Illinois
$26.3M +$26.3M +624,006 New
AW
8
ACG Wealth
Georgia
$21.6M +$492K +11,686 +2%
AIA
9
Arrow Investment Advisors
Maryland
$20M +$1.17M +27,829 +6%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$15.3M +$8.44M +200,360 +123%
BTS
11
BB&T Securities
Virginia
$11.1M -$802K -1,905 -7%
RJA
12
Raymond James & Associates
Florida
$10M +$163K +3,873 +2%
BAAM
13
Baker Avenue Asset Management
California
$7.22M -$916K -22,025 -11%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$6.46M -$811K -19,246 -11%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$6.12M -$7.78M -184,788 -56%
B
16
Baird
Wisconsin
$5.06M +$993K +23,586 +24%
HFS
17
HL Financial Services
Kentucky
$4.7M -$5.73K -136 -0.1%
Stifel Financial
18
Stifel Financial
Missouri
$3.88M +$3.88M +92,166 New
Ameriprise
19
Ameriprise
Minnesota
$3.77M +$963K +22,917 +34%
CA
20
Cetera Advisors
Colorado
$3.54M +$672K +15,945 +23%
Jane Street
21
Jane Street
New York
$3.41M +$3.41M +80,984 New
DADC
22
D.A. Davidson & Co
Montana
$2.91M +$416K +9,885 +17%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$2.5M +$2.2M +52,305 +750%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$2.45M -$462K -10,976 -16%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$2.29M +$602K +14,285 +36%