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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

136 hedge funds and large institutions have $465M invested in First Trust Large Cap Core AlphaDEX Fund in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 75 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-21
Holders Change %
-13.38%
% of All Funds
3%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
31
Reduced
75
Closed
33
Calls
–
Puts
$315K
Net Calls
-$315K
Net Calls Change
-$315K

Top Buyers

1
FWM
Frontier Wealth Management
Missouri
$6.26M
2
Citadel Advisors
Citadel Advisors
Florida
$3.96M
3
First Trust Advisors
First Trust Advisors
Illinois
$3.03M
4
Jane Street
Jane Street
New York
$2.32M
5
1W
1776 Wealth
Georgia
$2.03M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$32.9M
2
KWM
Keebeck Wealth Management
Illinois
$0
3
Baird Financial Group
Baird Financial Group
Wisconsin
$13.8M
4
Wells Fargo
Wells Fargo
California
$19.2M
5
CS
Credit Suisse
Switzerland
$3.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$88.2M +$600K +12,592 +0.7%
LPL Financial
2
LPL Financial
California
$56.8M -$4.35M -91,375 -7%
Bank of America
3
Bank of America
North Carolina
$37.2M -$1.39M -29,224 -4%
UBS Group
4
UBS Group
Switzerland
$32.9M -$25.5M -535,652 -44%
RJA
5
Raymond James & Associates
Florida
$20.1M -$354K -7,423 -2%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$19.7M -$3.36M -70,446 -15%
Wells Fargo
7
Wells Fargo
California
$19.2M -$6.93M -145,460 -27%
Osaic Holdings
8
Osaic Holdings
Arizona
$17.2M +$17.2M +360,284 New
Baird Financial Group
9
Baird Financial Group
Wisconsin
$13.8M -$7.43M -156,081 -35%
Truist Financial
10
Truist Financial
North Carolina
$13.1M -$2.52M -52,802 -16%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$11.7M -$5.76M -120,998 -33%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$9.22M -$1.04M -21,925 -10%
MML Investors Services
13
MML Investors Services
Massachusetts
$7.76M -$2.92M -61,317 -27%
FWM
14
Frontier Wealth Management
Missouri
$6.26M +$4.3M +90,381 +220%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.7M -$3.21M -67,417 -36%
BS
16
Banco Santander
Spain
$5.49M -$35.5K -745 -0.6%
HSA
17
HBK Sorce Advisory
Pennsylvania
$4.34M +$39K +818 +0.9%
Citadel Advisors
18
Citadel Advisors
Florida
$3.96M +$3.47M +72,945 +721%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.86M -$1.65M -34,553 -30%
CS
20
Credit Suisse
Switzerland
$3.72M -$5.85M -122,726 -61%
Stifel Financial
21
Stifel Financial
Missouri
$3.66M +$106K +2,215 +3%
AW
22
ACG Wealth
Georgia
$3.47M -$367K -7,705 -10%
PAG
23
Private Advisor Group
New Jersey
$3.22M -$392K -8,235 -11%
US Bancorp
24
US Bancorp
Minnesota
$3.05M -$32.4K -680 -1%
First Trust Advisors
25
First Trust Advisors
Illinois
$3.03M +$3.03M +63,673 New
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