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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

145 hedge funds and large institutions have $810M invested in First Trust Large Cap Core AlphaDEX Fund in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 39 increasing their positions, 58 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+22
Holders Change %
+17.89%
% of All Funds
3.29%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
33
Increased
39
Reduced
58
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
Credit Suisse
Switzerland
$8.41M
2
Morgan Stanley
Morgan Stanley
New York
$125M
3
CAN
Cetera Advisor Networks
California
$3.99M
4
Bank of America
Bank of America
North Carolina
$68.2M
5
BS
Banco Santander
Spain
$13.1M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$76.3M
2
AIA
Arrow Investment Advisors
Maryland
$0
3
AIM
Astor Investment Management
Illinois
$6.62M
4
GFPC
Global Financial Private Capital
Florida
$6.17M
5
PFA
Pinnacle Family Advisors
Missouri
$918K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$125M +$6.66M +113,686 +6%
LPL Financial
2
LPL Financial
California
$80.3M -$5.45M -93,144 -6%
Wells Fargo
3
Wells Fargo
California
$76.3M -$44.6M -761,194 -37%
Bank of America
4
Bank of America
North Carolina
$68.2M +$2.82M +48,209 +4%
UBS Group
5
UBS Group
Switzerland
$59.4M -$643K -10,990 -1%
AG
6
Advisor Group
Arizona
$26.5M +$476K +8,125 +2%
RJA
7
Raymond James & Associates
Florida
$23.4M +$437K +7,469 +2%
MML Investors Services
8
MML Investors Services
Massachusetts
$22.3M +$241K +4,122 +1%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$21.5M +$60.5K +1,033 +0.3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$17.8M -$3.07M -52,498 -15%
AW
11
ACG Wealth
Georgia
$17.3M -$74K -1,264 -0.4%
SB
12
Suntrust Banks
Georgia
$15.6M +$714K +12,204 +5%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$15.3M +$458K +7,832 +3%
BS
14
Banco Santander
Spain
$13.1M +$2.73M +46,712 +26%
HSA
15
HBK Sorce Advisory
Pennsylvania
$12.6M +$223K +3,814 +2%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$11.7M +$367K +6,268 +3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$10.6M +$556K +9,500 +6%
HFS
18
HL Financial Services
Kentucky
$10M +$53.9K +920 +0.5%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$8.69M -$367K -6,262 -4%
CS
20
Credit Suisse
Switzerland
$8.41M +$7.56M +129,109 +890%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$8.23M -$1.19M -20,367 -13%
BA
22
Ballew Advisors
Mississippi
$7.54M +$7.54M +128,770 New
SAM
23
Shamrock Asset Management
Texas
$7.53M -$26.4K -451 -0.3%
AIM
24
Astor Investment Management
Illinois
$6.62M -$18.4M -314,188 -74%
GFPC
25
Global Financial Private Capital
Florida
$6.17M -$17M -290,973 -73%
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