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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

145 hedge funds and large institutions have $532M invested in First Trust Large Cap Core AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 34 increasing their positions, 58 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+16
Holders Change %
+12.4%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
24
Increased
34
Reduced
58
Closed
7
Calls
$573K
Puts
–
Net Calls
+$573K
Net Calls Change
+$3.43M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$3.75M
2
AWA
Arkadios Wealth Advisors
Georgia
$1.83M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$9.67M
4
Goldman Sachs
Goldman Sachs
New York
$2.12M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.99M

Top Sellers

1
LPL Financial
LPL Financial
California
$59.3M
2
First Trust Advisors
First Trust Advisors
Illinois
$0
3
UBS Group
UBS Group
Switzerland
$27.5M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$12.6M
5
Bank of America
Bank of America
North Carolina
$29.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$104M +$976K +13,297 +1%
LPL Financial
2
LPL Financial
California
$59.3M -$7.6M -103,511 -11%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$32.6M +$596K +8,122 +2%
Wells Fargo
4
Wells Fargo
California
$31.6M -$1.66M -22,624 -5%
Bank of America
5
Bank of America
North Carolina
$29.7M -$1.67M -22,735 -5%
UBS Group
6
UBS Group
Switzerland
$27.5M -$2.7M -36,816 -9%
RJA
7
Raymond James & Associates
Florida
$18.1M -$97.6K -1,329 -0.5%
Truist Financial
8
Truist Financial
North Carolina
$16.9M -$214K -2,916 -1%
Osaic Holdings
9
Osaic Holdings
Arizona
$16.5M -$1.67M -22,683 -9%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$14.8M +$111K +1,518 +0.8%
CAS
11
Coppell Advisory Solutions
Texas
$13.5M +$13.5M +183,957 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$12.6M -$2.27M -30,889 -15%
HSA
13
HBK Sorce Advisory
Pennsylvania
$10.9M -$195K -2,655 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$9.67M +$1.63M +22,224 +20%
FWM
15
Frontier Wealth Management
Missouri
$8.96M -$533K -7,253 -6%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$7.02M -$1.12M -15,308 -14%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$4.99M +$1.1M +14,981 +28%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$4.76M +$538K +7,327 +13%
US Bancorp
19
US Bancorp
Minnesota
$4.73M -$56.8K -774 -1%
GVAG
20
Great Valley Advisor Group
Delaware
$4.72M -$104K -1,412 -2%
PAG
21
Private Advisor Group
New Jersey
$4.71M -$53.5K -728 -1%
Citadel Advisors
22
Citadel Advisors
Florida
$3.75M +$2.17M +29,594 +138%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.54M -$340K -4,630 -9%
CWS
24
Cypress Wealth Services
California
$3.53M +$3.53M +48,094 New
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$3.14M -$75.5K -1,028 -2%
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