FEX icon

First Trust Large Cap Core AlphaDEX Fund

91 hedge funds and large institutions have $1.03B invested in First Trust Large Cap Core AlphaDEX Fund in 2014 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+15
Holders Change %
+19.74%
% of All Funds
2.43%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
23
Increased
44
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$153M +$26.3M +575,962 +21%
Morgan Stanley
2
Morgan Stanley
New York
$152M +$39.4M +862,995 +35%
UBS Group
3
UBS Group
Switzerland
$102M +$102M +2,241,645 New
BTS
4
BB&T Securities
Virginia
$94.8M +$63.3M +138,809 +201%
LPL Financial
5
LPL Financial
California
$73M +$7.84M +171,742 +12%
Bank of America
6
Bank of America
North Carolina
$72.9M +$2.95M +64,634 +4%
AIM
7
Astor Investment Management
Illinois
$67M +$6.25M +137,045 +10%
AGA
8
Accuvest Global Advisors
Utah
$41.1M +$27.3M +598,860 +198%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$27.5M +$2.57M +56,329 +10%
AIA
10
Arrow Investment Advisors
Maryland
$22M +$334K +7,316 +2%
RJA
11
Raymond James & Associates
Florida
$19.7M +$3.19M +69,917 +19%
AW
12
ACG Wealth
Georgia
$19M +$1.15M +25,209 +6%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$18.8M +$430K +9,425 +2%
FAAS
14
First Allied Advisory Services
California
$11M +$960K +21,037 +10%
AIG
15
American International Group
New York
$9.73M +$6.29M +137,742 +183%
DWA
16
Dorsey Wright & Associates
California
$8.97M -$21.9M -479,862 -71%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$7.73M -$8.16M -178,816 -51%
ACM
18
Aviance Capital Management
Florida
$7.33M +$3.36M +73,703 +85%
Goldman Sachs
19
Goldman Sachs
New York
$7.25M +$6.4M +140,350 +759%
PI
20
Placemark Investments
Illinois
$6.93M +$1.59M +34,861 +30%
Ameriprise
21
Ameriprise
Minnesota
$6.93M +$2.97M +65,014 +75%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$6.71M +$125K +2,739 +2%
B
23
Baird
Wisconsin
$6.46M +$626K +13,712 +11%
CA
24
Cetera Advisors
Colorado
$5.39M +$755K +16,568 +16%
HFS
25
HL Financial Services
Kentucky
$5.3M -$54K -1,184 -1%