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First Trust Large Cap Core AlphaDEX Fund

141 hedge funds and large institutions have $690M invested in First Trust Large Cap Core AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+5
Holders Change %
+3.68%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
23
Increased
47
Reduced
54
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$101M -$18M -344,974 -15%
LPL Financial
2
LPL Financial
California
$78.8M -$2.12M -40,629 -3%
Wells Fargo
3
Wells Fargo
California
$55.9M +$3.56M +68,258 +7%
UBS Group
4
UBS Group
Switzerland
$54.7M -$953K -18,294 -2%
Bank of America
5
Bank of America
North Carolina
$52.9M -$7.33M -140,566 -12%
RJA
6
Raymond James & Associates
Florida
$22.9M -$1.48M -28,441 -6%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$22.9M +$10.4M +200,192 +84%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$20M -$967K -18,559 -5%
AG
9
Advisor Group
Arizona
$18.2M -$3.36M -64,545 -16%
MML Investors Services
10
MML Investors Services
Massachusetts
$16.2M -$2.21M -42,353 -12%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$15M +$6.22M +119,393 +71%
SB
12
Suntrust Banks
Georgia
$14.1M -$2.23M -42,692 -14%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$14M +$145K +2,791 +1%
FHB
14
First Hawaiian Bank
Hawaii
$13.6M +$25.1K +482 +0.2%
AW
15
ACG Wealth
Georgia
$11.8M -$301K -5,770 -2%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$11.4M +$179K +3,432 +2%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$11.2M +$10.4M +200,386 +1,369%
HFS
18
HL Financial Services
Kentucky
$9.6M +$75.9K +1,457 +0.8%
CS
19
Credit Suisse
Switzerland
$9.18M +$5.57M +106,824 +154%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$8.96M -$438K -8,397 -5%
HSA
21
HBK Sorce Advisory
Pennsylvania
$8.76M +$8.76M +168,153 New
BA
22
Ballew Advisors
Mississippi
$8.08M -$156K -2,712 -2%
BS
23
Banco Santander
Spain
$8M -$4.11M -78,887 -34%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$4.18M +$4.18M +80,185 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$4.11M +$79.9K +1,533 +2%