FEX icon

First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

133 hedge funds and large institutions have $455M invested in First Trust Large Cap Core AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
-3
Holders Change %
-2.21%
% of All Funds
2.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
21
Reduced
78
Closed
19
Calls
–
Puts
$234K
Net Calls
-$234K
Net Calls Change
+$81K

Top Buyers

1
Wells Fargo
Wells Fargo
California
$28.1M
2
GVAG
Great Valley Advisor Group
Delaware
$3.67M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$2.38M
4
HSA
HBK Sorce Advisory
Pennsylvania
$7.45M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$89.1M
2
Bank of America
Bank of America
North Carolina
$25.3M
3
UBS Group
UBS Group
Switzerland
$27.6M
4
LPL Financial
LPL Financial
California
$58.4M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$6.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$89.1M -$21.2M -355,637 -19%
LPL Financial
2
LPL Financial
California
$58.4M -$12.6M -210,827 -18%
Wells Fargo
3
Wells Fargo
California
$28.1M +$4.06M +68,257 +17%
UBS Group
4
UBS Group
Switzerland
$27.6M -$13.6M -228,035 -33%
Bank of America
5
Bank of America
North Carolina
$25.3M -$21.1M -354,633 -45%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$23.7M -$899K -15,094 -4%
Osaic Holdings
7
Osaic Holdings
Arizona
$18.9M -$2.58M -43,328 -12%
RJA
8
Raymond James & Associates
Florida
$16M -$9.18M -154,282 -37%
Truist Financial
9
Truist Financial
North Carolina
$14.7M -$1.67M -28,111 -10%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$13.1M -$1.53M -25,704 -10%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$11.2M -$305K -5,120 -3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$8.9M +$1.78M +29,939 +25%
FWM
13
Frontier Wealth Management
Missouri
$7.84M +$9.76K +164 +0.1%
HSA
14
HBK Sorce Advisory
Pennsylvania
$7.45M +$2.02M +33,978 +37%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$6.15M -$11.1M -185,691 -64%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$4.59M -$239K -4,022 -5%
US Bancorp
17
US Bancorp
Minnesota
$3.99M +$177K +2,969 +5%
PAG
18
Private Advisor Group
New Jersey
$3.88M -$146K -2,454 -4%
CS
19
Credit Suisse
Switzerland
$3.69M -$957K -16,069 -21%
GVAG
20
Great Valley Advisor Group
Delaware
$3.67M +$3.67M +61,601 New
CWS
21
Cypress Wealth Services
California
$3.6M -$128K -2,145 -3%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$3.45M -$218K -3,670 -6%
MML Investors Services
23
MML Investors Services
Massachusetts
$3.1M -$6.6M -110,903 -68%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$2.88M – – –
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$2.38M +$2.38M +40,009 New
1
2 3 4 5