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First Trust Large Cap Core AlphaDEX Fund

142 hedge funds and large institutions have $802M invested in First Trust Large Cap Core AlphaDEX Fund in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-3
Holders Change %
-2.07%
% of All Funds
3.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
16
Increased
53
Reduced
47
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$150M +$32.5M +531,072 +28%
LPL Financial
2
LPL Financial
California
$86.6M -$4.42M -72,251 -5%
UBS Group
3
UBS Group
Switzerland
$75.6M +$480K +7,832 +0.6%
Bank of America
4
Bank of America
North Carolina
$55.7M -$8.07M -131,748 -13%
Wells Fargo
5
Wells Fargo
California
$39.9M -$6.36M -103,912 -14%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$28.6M -$64.3K -1,050 -0.2%
RJA
7
Raymond James & Associates
Florida
$27.9M +$768K +12,543 +3%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$27.3M +$12M +195,949 +79%
AG
9
Advisor Group
Arizona
$26.7M +$758K +12,379 +3%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$26.2M -$1.43M -23,319 -5%
MML Investors Services
11
MML Investors Services
Massachusetts
$19.3M +$1.86M +30,390 +11%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$16.5M +$331K +5,406 +2%
SB
13
Suntrust Banks
Georgia
$16.3M +$210K +3,425 +1%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$15.7M -$10.3M -168,577 -40%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$13.5M +$1.73M +28,200 +15%
HSA
16
HBK Sorce Advisory
Pennsylvania
$10.4M -$249K -4,072 -2%
CS
17
Credit Suisse
Switzerland
$9.55M +$8.48M +138,425 +792%
BA
18
Ballew Advisors
Mississippi
$9.53M +$294K +4,708 +3%
BS
19
Banco Santander
Spain
$8.29M -$151K -2,469 -2%
AW
20
ACG Wealth
Georgia
$8.19M -$4.88M -79,607 -37%
US Bancorp
21
US Bancorp
Minnesota
$6.75M +$2.87M +46,808 +74%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$5.69M +$562K +9,176 +11%
CWS
23
Cypress Wealth Services
California
$5.17M +$276K +4,501 +6%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$5.01M +$96.9K +1,582 +2%
BTS
25
BB&T Securities
Virginia
$4.76M -$140K -2,291 -3%