First Trust Large Cap Core AlphaDEX Fund
169 hedge funds and large institutions have $571M invested in First Trust Large Cap Core AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 63 reducing their positions, and 21 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
0% less ownership
Funds ownership: 55.49% → 55.49% (-0%)
5% less funds holding
Funds holding: 178 → 169 (-9)
11% less capital invested
Capital invested by funds: $640M → $571M (-$69M)
22% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 63
29% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$30M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$9.46M |
| 3 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$2.25M |
| 4 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$1.76M |
| 5 |
WP
WealthSource Partners
San Luis Obispo,
California
|
+$1.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$25.6M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.66M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.44M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.58M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.56M |
FEX Hedge Fund Activity: Q2 2022 in Review
169 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Core AlphaDEX Fund (FEX) for Q2 2022, worth a combined $571M — down 11% from $640M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of FEX and 15 opened new positions — a net loss of 6 holders — while 63 trimmed existing stakes and 49 added.
The largest buyer was Great Valley Advisor Group, adding an estimated $30M. The largest seller was Win Advisors, cutting an estimated $25.6M.
- 169 institutional investors held First Trust Large Cap Core AlphaDEX Fund (FEX) as of Q2 2022, down from 178 in Q1 2022.
- Funds reported $571M of First Trust Large Cap Core AlphaDEX Fund stock for Q2 2022, down 11% quarter-over-quarter.
- 15 funds opened new First Trust Large Cap Core AlphaDEX Fund positions in Q2 2022 and 21 closed out, a net change of -6 holders.
- The largest First Trust Large Cap Core AlphaDEX Fund buyer in Q2 2022 was Great Valley Advisor Group, an estimated $30M added.
- The largest First Trust Large Cap Core AlphaDEX Fund seller in Q2 2022 was Win Advisors, an estimated $25.6M sold.
Based on aggregated 13F filings for Q2 2022.