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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

178 hedge funds and large institutions have $640M invested in First Trust Large Cap Core AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 66 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+2
Holders Change %
+1.14%
% of All Funds
2.82%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
18
Increased
48
Reduced
66
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
Win Advisors
Florida
$27.3M
2
CF
Centaurus Financial
California
$6.34M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$10M
4
FFN
Focus Financial Network
Minnesota
$1.96M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.48M

Top Sellers

1
GIA
Gladstone Institutional Advisory
Florida
$1.58M
2
Osaic Holdings
Osaic Holdings
Arizona
$14.7M
3
Morgan Stanley
Morgan Stanley
New York
$110M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.44M
5
LPL Financial
LPL Financial
California
$75.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$110M -$2.78M -31,545 -2%
LPL Financial
2
LPL Financial
California
$75.4M -$1.91M -21,602 -2%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$40.5M +$1.03M +11,658 +3%
Wells Fargo
4
Wells Fargo
California
$33.4M -$1M -11,355 -3%
UBS Group
5
UBS Group
Switzerland
$28.2M -$736K -8,337 -3%
WA
6
Win Advisors
Florida
$27.3M +$27.3M +309,297 New
Bank of America
7
Bank of America
North Carolina
$24.9M +$212K +2,400 +0.9%
SOS
8
Silver Oak Securities
Tennessee
$19.5M +$19.5M +223,036 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$17.4M +$61.3K +695 +0.4%
RJA
10
Raymond James & Associates
Florida
$16.6M +$1.29M +14,589 +8%
Truist Financial
11
Truist Financial
North Carolina
$16.3M -$1.32M -14,924 -7%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$15.6M -$1.1M -12,495 -7%
Osaic Holdings
13
Osaic Holdings
Arizona
$14.7M -$3.58M -36,797 -20%
HSA
14
HBK Sorce Advisory
Pennsylvania
$12M -$375K -4,244 -3%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$10M +$3.36M +38,111 +51%
WP
16
WealthSource Partners
California
$10M +$1.02M +11,611 +11%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$7.69M -$764K -8,658 -9%
UWM
18
USAdvisors Wealth Management
Minnesota
$7.41M -$790K -8,952 -10%
CF
19
Centaurus Financial
California
$6.34M +$5.91M +66,933 +1,368%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$6.33M +$309K +3,500 +5%
GVAG
21
Great Valley Advisor Group
Delaware
$5.72M -$138K -1,501 -2%
PAG
22
Private Advisor Group
New Jersey
$5.61M -$64.3K -729 -1%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$5.47M +$361K +4,093 +7%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$4.9M +$192K +2,179 +4%
AWM
25
AE Wealth Management
Kansas
$4.73M +$207K +2,341 +5%
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