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First Trust Large Cap Core AlphaDEX Fund

123 hedge funds and large institutions have $848M invested in First Trust Large Cap Core AlphaDEX Fund in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 46 increasing their positions, 59 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
-6
Holders Change %
-4.65%
% of All Funds
3.07%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
7
Increased
46
Reduced
59
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$113M -$13.8M -250,685 -11%
Morgan Stanley
2
Morgan Stanley
New York
$111M -$4.25M -77,435 -4%
LPL Financial
3
LPL Financial
California
$80.4M -$3.07M -56,003 -4%
Bank of America
4
Bank of America
North Carolina
$61.3M +$16.7M +304,813 +38%
UBS Group
5
UBS Group
Switzerland
$56.3M +$320K +5,827 +0.6%
AG
6
Advisor Group
Arizona
$24.4M +$2.09M +38,014 +9%
AIM
7
Astor Investment Management
Illinois
$23.5M -$10.2M -185,537 -30%
GFPC
8
Global Financial Private Capital
Florida
$21.8M -$1.92M -34,985 -8%
RJA
9
Raymond James & Associates
Florida
$21.5M -$982K -17,888 -4%
MML Investors Services
10
MML Investors Services
Massachusetts
$20.7M +$445K +8,109 +2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$20.1M -$2.16M -39,362 -10%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$19.6M -$2.18M -39,640 -10%
AIA
13
Arrow Investment Advisors
Maryland
$19.5M -$1.02M -18,526 -5%
AW
14
ACG Wealth
Georgia
$16.3M +$443K +8,077 +3%
SB
15
Suntrust Banks
Georgia
$13.9M +$1.35M +24,628 +11%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$13.9M +$718K +13,077 +5%
HSA
17
HBK Sorce Advisory
Pennsylvania
$11.6M +$281K +5,126 +2%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$10.7M -$10.8K -197 -0.1%
BS
19
Banco Santander
Spain
$9.7M -$360K -6,555 -4%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$9.42M +$427K +7,772 +5%
HFS
21
HL Financial Services
Kentucky
$9.35M +$62.1K +1,131 +0.7%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$8.84M +$1.19M +21,618 +16%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$8.49M +$719K +13,091 +9%
PFA
24
Pinnacle Family Advisors
Missouri
$7.54M +$398K +7,251 +6%
SAM
25
Shamrock Asset Management
Texas
$7.09M -$116K -2,113 -2%