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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

139 hedge funds and large institutions have $807M invested in First Trust Large Cap Core AlphaDEX Fund in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 58 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
-6
Holders Change %
-4.14%
% of All Funds
3.19%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
11
Increased
58
Reduced
48
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFA
Pinnacle Family Advisors
Missouri
+$6.94M
2
Morgan Stanley
Morgan Stanley
New York
+$5.79M
3
LPL Financial
LPL Financial
California
+$5.09M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.36M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.35M

Top Sellers

1
HSA
HBK Sorce Advisory
Pennsylvania
-$12.6M
2
Wells Fargo
Wells Fargo
California
-$6.14M
3
CS
Credit Suisse
Switzerland
-$5.85M
4
AG
Advisor Group
Arizona
-$3.27M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$131M +$5.79M +99,152 +5%
LPL Financial
2
LPL Financial
California
$85.2M +$5.09M +87,173 +6%
Wells Fargo
3
Wells Fargo
California
$70M -$6.14M -105,159 -8%
Bank of America
4
Bank of America
North Carolina
$68.7M +$706K +12,089 +1%
UBS Group
5
UBS Group
Switzerland
$61.3M +$1.97M +33,752 +3%
RJA
6
Raymond James & Associates
Florida
$25.2M +$1.86M +31,753 +8%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$24.8M +$3.35M +57,331 +16%
AG
8
Advisor Group
Arizona
$23.2M -$3.27M -55,957 -12%
MML Investors Services
9
MML Investors Services
Massachusetts
$22.1M -$180K -3,084 -0.8%
AW
10
ACG Wealth
Georgia
$18.4M +$1.09M +18,724 +6%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$16.2M +$911K +15,602 +6%
SB
12
Suntrust Banks
Georgia
$15.7M +$194K +3,317 +1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$15.7M -$2.08M -35,597 -12%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$14.9M +$4.36M +74,645 +41%
BS
15
Banco Santander
Spain
$12.7M -$202K -3,508 -2%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$12M +$301K +5,147 +3%
HFS
17
HL Financial Services
Kentucky
$10.3M +$336K +5,743 +3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$8.38M -$289K -4,943 -3%
BA
19
Ballew Advisors
Mississippi
$8.12M +$598K +10,232 +8%
PFA
20
Pinnacle Family Advisors
Missouri
$7.86M +$6.94M +118,784 +758%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$7.33M -$881K -15,080 -11%
GFPC
22
Global Financial Private Capital
Florida
$6.98M +$823K +14,083 +13%
SAM
23
Shamrock Asset Management
Texas
$6.81M -$912K -15,198 -12%
AIM
24
Astor Investment Management
Illinois
$6.58M -$25.9K -443 -0.4%
SIM
25
SSI Investment Management
California
$5.49M +$218K +3,725 +4%
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