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First Trust Large Cap Core AlphaDEX Fund

107 hedge funds and large institutions have $734M invested in First Trust Large Cap Core AlphaDEX Fund in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
Holders Change %
0%
% of All Funds
2.68%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
21
Increased
34
Reduced
42
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$126M -$5.87M -120,389 -4%
Morgan Stanley
2
Morgan Stanley
New York
$96.9M -$3.64M -74,696 -4%
LPL Financial
3
LPL Financial
California
$66.4M +$1.61M +32,809 +2%
AIM
4
Astor Investment Management
Illinois
$54.5M -$3.12M -63,907 -5%
Bank of America
5
Bank of America
North Carolina
$52.5M -$3.12M -63,930 -6%
UBS Group
6
UBS Group
Switzerland
$40.7M +$1.97M +40,325 +5%
RJA
7
Raymond James & Associates
Florida
$21.3M -$431K -8,842 -2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$20.7M +$8.45M +173,309 +69%
AW
9
ACG Wealth
Georgia
$18.7M +$41.8K +857 +0.2%
MFS
10
MSI Financial Services
Massachusetts
$18.7M +$6.58M +135,000 +54%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$14.4M -$165K -3,380 -1%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$11.4M -$6.78M -138,998 -37%
AGA
13
Accuvest Global Advisors
Utah
$9.9M -$29.6M -606,025 -75%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$8.77M -$2.67M -54,772 -23%
AG
15
Advisor Group
Arizona
$7.4M +$2.52M +51,697 +52%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$7.33M +$21.9K +449 +0.3%
HFS
17
HL Financial Services
Kentucky
$6.78M +$66.4K +1,362 +1%
HSA
18
HBK Sorce Advisory
Pennsylvania
$6.72M +$6.72M +137,837 New
SIM
19
SSI Investment Management
California
$6.37M +$957K +19,640 +18%
FA
20
FDx Advisors
Illinois
$6.28M +$2.51M +51,422 +66%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$6.24M -$30.9M -632,745 -83%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$6.11M +$286K +5,868 +5%
BS
23
Banco Santander
Spain
$5.51M +$5.51M +112,983 New
BTS
24
BB&T Securities
Virginia
$5.17M
SFWA
25
Summit Financial Wealth Advisors
Louisiana
$4.81M -$10.5K -216 -0.2%