FEX icon

First Trust Large Cap Core AlphaDEX Fund

99 hedge funds and large institutions have $1.18B invested in First Trust Large Cap Core AlphaDEX Fund in 2015 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+8
Holders Change %
+8.79%
% of All Funds
2.64%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
16
Increased
51
Reduced
24
Closed
5
Calls
$12K
Puts
Net Calls
+$12K
Net Calls Change
+$12K
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$183M +$26.9M +577,933 +17%
Morgan Stanley
2
Morgan Stanley
New York
$162M +$6.97M +149,532 +5%
BTS
3
BB&T Securities
Virginia
$134M +$36.7M +78,834 +38%
UBS Group
4
UBS Group
Switzerland
$102M -$2.49M -53,516 -2%
Bank of America
5
Bank of America
North Carolina
$88.9M +$14.5M +311,148 +19%
LPL Financial
6
LPL Financial
California
$78.7M +$4.42M +95,375 +6%
AIM
7
Astor Investment Management
Illinois
$72.9M +$4.44M +95,265 +6%
AGA
8
Accuvest Global Advisors
Utah
$32.3M -$9.71M -208,484 -23%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$27.6M -$466K -10,003 -2%
AIA
10
Arrow Investment Advisors
Maryland
$23.3M +$764K +16,399 +3%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$22.8M +$3.62M +77,615 +19%
RJA
12
Raymond James & Associates
Florida
$20.8M +$645K +13,839 +3%
AW
13
ACG Wealth
Georgia
$20.3M +$921K +19,772 +5%
ACM
14
Aviance Capital Management
Florida
$17.7M +$10.2M +219,167 +136%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$17.5M +$15.9M +340,520 +947%
FAAS
16
First Allied Advisory Services
California
$11.5M +$244K +5,245 +2%
WP
17
WealthPLAN Partners
Nebraska
$10.5M +$10.5M +224,148 New
AIG
18
American International Group
New York
$9.6M -$325K -6,983 -3%
Goldman Sachs
19
Goldman Sachs
New York
$9.53M +$2.13M +45,688 +29%
DWA
20
Dorsey Wright & Associates
California
$9.14M -$23.1K -497 -0.3%
Stifel Financial
21
Stifel Financial
Missouri
$8.44M +$3.11M +66,859 +58%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$7.96M +$64.2K +1,379 +0.8%
Ameriprise
23
Ameriprise
Minnesota
$7.42M +$356K +7,633 +5%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$6.79M -$118K -2,516 -2%
Citigroup
25
Citigroup
New York
$6.6M +$1.95M +41,864 +42%