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First Trust Large Cap Core AlphaDEX Fund

145 hedge funds and large institutions have $783M invested in First Trust Large Cap Core AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+4
Holders Change %
+2.84%
% of All Funds
3.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
54
Reduced
49
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$114M -$810K -13,619 -0.7%
LPL Financial
2
LPL Financial
California
$88.4M -$1.49M -25,075 -2%
UBS Group
3
UBS Group
Switzerland
$73M +$10.5M +176,859 +17%
Bank of America
4
Bank of America
North Carolina
$62M +$1.57M +26,393 +3%
Wells Fargo
5
Wells Fargo
California
$44.9M -$19M -318,523 -30%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$27.8M +$1.68M +28,215 +6%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$26.9M +$4.09M +68,789 +18%
RJA
8
Raymond James & Associates
Florida
$26.4M +$209K +3,512 +0.8%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$25.3M +$8.13M +136,708 +47%
AG
10
Advisor Group
Arizona
$25.2M +$4.42M +74,327 +21%
MML Investors Services
11
MML Investors Services
Massachusetts
$17M -$1.58M -26,621 -9%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$15.7M -$244K -4,097 -2%
SB
13
Suntrust Banks
Georgia
$15.6M -$513K -8,620 -3%
FHB
14
First Hawaiian Bank
Hawaii
$15.2M -$329K -5,522 -2%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$14.8M +$1.85M +31,106 +14%
AW
16
ACG Wealth
Georgia
$12.7M -$810K -13,609 -6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$11.4M +$1.18M +19,910 +12%
HFS
18
HL Financial Services
Kentucky
$11.1M +$101K +1,698 +0.9%
HSA
19
HBK Sorce Advisory
Pennsylvania
$10.3M +$315K +5,291 +3%
BA
20
Ballew Advisors
Mississippi
$9.06M +$447K +7,297 +5%
BS
21
Banco Santander
Spain
$8.21M -$940K -15,779 -10%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$4.98M +$284K +4,774 +6%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$4.77M -$238 -4 -0%
BTS
24
BB&T Securities
Virginia
$4.76M +$146K +2,458 +3%
CWS
25
Cypress Wealth Services
California
$4.76M +$856K +14,385 +22%