First Trust Large Cap Core AlphaDEX Fund
112 hedge funds and large institutions have $1.1B invested in First Trust Large Cap Core AlphaDEX Fund in 2015 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 39 reducing their positions, and 8 closing their positions.
150% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 8
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
12% more capital invested
Capital invested by funds: $980M → $1.1B (+$120M)
10% more funds holding
Funds holding: 102 → 112 (+10)
9.47% more ownership
Funds ownership: 58.46% → 67.92% (+9.5%)
0% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 39
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $2K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$64.6M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$7.6M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$5.07M |
| 4 |
SG Americas Securities
New York
|
+$4.32M |
| 5 |
VFA
Voya Financial Advisors
Windsor,
Connecticut
|
+$4.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$8.99M |
| 2 |
AIM
Astor Investment Management
Chicago,
Illinois
|
-$4.64M |
| 3 |
SIM
SSI Investment Management
Los Angeles,
California
|
-$3.94M |
| 4 |
Morgan Stanley
New York
|
-$3.52M |
| 5 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
-$3.34M |
FEX Hedge Fund Activity: Q4 2015 in Review
112 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Core AlphaDEX Fund (FEX) for Q4 2015, worth a combined $1.1B — up 12% from $980M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new FEX positions and 8 closed out — a net gain of 12 holders — while 39 added to existing stakes and 39 trimmed.
The largest buyer was LPL Financial, adding an estimated $64.6M. The largest seller was BB&T Securities, cutting an estimated $8.99M.
- 112 institutional investors held First Trust Large Cap Core AlphaDEX Fund (FEX) as of Q4 2015, up from 102 in Q3 2015.
- Funds reported $1.1B of First Trust Large Cap Core AlphaDEX Fund stock for Q4 2015, up 12% quarter-over-quarter.
- 20 funds opened new First Trust Large Cap Core AlphaDEX Fund positions in Q4 2015 and 8 closed out, a net change of +12 holders.
- The largest First Trust Large Cap Core AlphaDEX Fund buyer in Q4 2015 was LPL Financial, an estimated $64.6M added.
- The largest First Trust Large Cap Core AlphaDEX Fund seller in Q4 2015 was BB&T Securities, an estimated $8.99M sold.
Based on aggregated 13F filings for Q4 2015.