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First Trust Large Cap Core AlphaDEX Fund

101 hedge funds and large institutions have $1.01B invested in First Trust Large Cap Core AlphaDEX Fund in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 49 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
-11
Holders Change %
-9.82%
% of All Funds
2.7%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
10
Increased
31
Reduced
49
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$151M -$28.7M -642,317 -16%
LPL Financial
2
LPL Financial
California
$127M -$16.1M -366,785 -11%
Morgan Stanley
3
Morgan Stanley
New York
$87.8M -$32.4M -726,894 -27%
AIM
4
Astor Investment Management
Illinois
$61M -$12.3M -274,846 -17%
Bank of America
5
Bank of America
North Carolina
$54.8M -$12.8M -286,021 -19%
HA
6
Hays Advisory
Tennessee
$54.6M +$54.6M +1,225,042 New
AGA
7
Accuvest Global Advisors
Utah
$41.2M +$2.53M +56,655 +7%
UBS Group
8
UBS Group
Switzerland
$40.1M -$23.6M -529,540 -37%
ACM
9
Aviance Capital Management
Florida
$36.8M -$7.01M -157,133 -16%
SAM
10
Shamrock Asset Management
Texas
$34.5M +$34.5M +773,727 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$29.6M -$1.94M -43,424 -6%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$27.7M -$12.2M -273,274 -31%
HI
13
Horizon Investments
North Carolina
$24.5M -$1.57M -35,259 -6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$21.7M +$275K +6,159 +1%
RJA
15
Raymond James & Associates
Florida
$20.6M -$1.38M -30,827 -6%
AW
16
ACG Wealth
Georgia
$19.3M -$805K -18,039 -4%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$17.5M -$3.6M -80,790 -17%
SFWA
18
Summit Financial Wealth Advisors
Louisiana
$10.9M -$273K -6,130 -2%
Stifel Financial
19
Stifel Financial
Missouri
$10.5M +$2.04M +45,724 +24%
FHA
20
First Horizon Advisors
Tennessee
$10.2M +$10.2M +231,420 New
FFS
21
Founders Financial Securities
Maryland
$6.76M -$451K -10,116 -6%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$6.75M -$1.4M -31,299 -17%
HFS
23
HL Financial Services
Kentucky
$6.09M -$21.9K -490 -0.4%
BTS
24
BB&T Securities
Virginia
$5.67M -$494K -11,070 -8%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$5.36M +$244K +5,476 +5%