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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

178 hedge funds and large institutions have $621M invested in First Trust Large Cap Core AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 52 increasing their positions, 66 reducing their positions, and 5 closing their positions.

Holders
178
Holders Change
–
Holders Change %
0%
% of All Funds
2.81%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
9
Increased
52
Reduced
66
Closed
5
Calls
–
Puts
$310K
Net Calls
-$310K
Net Calls Change
-$310K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$122M
2
TCM
2
Triumph Capital Management
Colorado
$4.98M
3
SB
3
Strategic Blueprint
Georgia
$3.22M
4
AWM
4
Apollon Wealth Management
South Carolina
$742K
5
SAM
5
Secure Asset Management
Michigan
$3.83M

Top Sellers

1
GVAG
1
Great Valley Advisor Group
Delaware
$6.16M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$7.99M
3
RJA
3
Raymond James & Associates
Florida
$10.8M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$15.3M
5
LPL Financial
5
LPL Financial
California
$70.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$122M +$20.8M +247,010 +21%
LPL Financial
2
LPL Financial
California
$70.3M -$7.16M -85,283 -9%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$37.3M -$3.27M -38,950 -8%
Wells Fargo
4
Wells Fargo
California
$33.8M -$5.41M -64,344 -14%
UBS Group
5
UBS Group
Switzerland
$20.4M -$697K -8,294 -3%
SOS
6
Silver Oak Securities
Tennessee
$18.9M +$205K +2,436 +1%
Bank of America
7
Bank of America
North Carolina
$16.7M -$4.13M -49,198 -20%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$16.1M -$6.22K -74 -0%
DA
9
Drake & Associates
Wisconsin
$15.7M +$515K +6,129 +3%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$15.3M -$9M -107,091 -37%
Truist Financial
11
Truist Financial
North Carolina
$14.8M -$955K -11,369 -6%
HSA
12
HBK Sorce Advisory
Pennsylvania
$13.5M -$493K -5,863 -4%
Osaic Holdings
13
Osaic Holdings
Arizona
$13.4M -$355K -4,222 -3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$12.5M +$436K +5,193 +4%
WP
15
WealthSource Partners
California
$12.5M -$958K -11,400 -7%
CF
16
Centaurus Financial
California
$11M +$354K +4,213 +3%
KAS
17
Kestra Advisory Services
Texas
$10.8M -$1.24M -14,773 -10%
RJA
18
Raymond James & Associates
Florida
$10.8M -$14.3M -170,128 -57%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$7.99M -$15.9M -189,377 -67%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$7.69M -$43.9K -523 -0.6%
PAG
21
Private Advisor Group
New Jersey
$7.39M +$5.72K +68 +0.1%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$6.33M +$332K +3,953 +6%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$6.28M +$368K +4,383 +6%
GVAG
24
Great Valley Advisor Group
Delaware
$6.16M -$30.7M -365,239 -83%
DADC
25
D.A. Davidson & Co
Montana
$5.16M -$31.4K -374 -0.6%
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