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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

136 hedge funds and large institutions have $948M invested in First Trust Large Cap Core AlphaDEX Fund in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 58 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+3
Holders Change %
+2.26%
% of All Funds
3.11%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
12
Increased
43
Reduced
58
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$74.9M
2
FHB
First Hawaiian Bank
Hawaii
+$16.3M
3
Morgan Stanley
Morgan Stanley
New York
+$11M
4
BTS
BB&T Securities
Virginia
+$9.23M
5
Wells Fargo
Wells Fargo
California
+$4.39M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$16M
2
HSA
HBK Sorce Advisory
Pennsylvania
-$11.6M
3
Bank of America
Bank of America
North Carolina
-$3.18M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.56M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$142M +$11M +176,382 +8%
LPL Financial
2
LPL Financial
California
$96.9M +$2.64M +42,224 +3%
Ameriprise
3
Ameriprise
Minnesota
$74.9M +$74.9M +1,200 New
Bank of America
4
Bank of America
North Carolina
$72.2M -$3.18M -50,941 -4%
UBS Group
5
UBS Group
Switzerland
$66.7M -$1.62M -26,023 -2%
Wells Fargo
6
Wells Fargo
California
$62.7M +$4.39M +70,311 +8%
RJA
7
Raymond James & Associates
Florida
$29.2M +$2.37M +37,896 +9%
AG
8
Advisor Group
Arizona
$25.8M +$1.12M +17,886 +5%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$25.1M -$2.56M -41,038 -9%
BTS
10
BB&T Securities
Virginia
$23.3M +$9.23M +147,812 +66%
MML Investors Services
11
MML Investors Services
Massachusetts
$22.1M -$1.51M -24,243 -6%
SB
12
Suntrust Banks
Georgia
$19.6M +$1.88M +30,196 +11%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$16.6M -$270K -4,332 -2%
FHB
14
First Hawaiian Bank
Hawaii
$16.3M +$16.3M +261,018 New
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$14.9M -$2.03M -32,513 -12%
AW
16
ACG Wealth
Georgia
$14.5M +$1.18M +18,835 +9%
BS
17
Banco Santander
Spain
$14.5M -$987K -15,801 -6%
CWM
18
Cornerstone Wealth Management
Missouri
$13.5M -$1.21M -67,293 -8%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$13.4M +$115K +1,844 +0.9%
HFS
20
HL Financial Services
Kentucky
$11.4M +$176K +2,823 +2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$11.3M +$3.39M +54,270 +43%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$10.5M +$502K +8,037 +5%
BA
23
Ballew Advisors
Mississippi
$7.96M -$178K -3,201 -2%
SAM
24
Shamrock Asset Management
Texas
$7.03M -$30.3K -485 -0.4%
US Bancorp
25
US Bancorp
Minnesota
$6.12M +$3.08M +49,407 +101%
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