First Trust Large Cap Core AlphaDEX Fund
164 hedge funds and large institutions have $539M invested in First Trust Large Cap Core AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 55 increasing their positions, 54 reducing their positions, and 12 closing their positions.
2% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 54
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.49% less ownership
Funds ownership: 55.49% → 55.01% (-0.49%)
3% less funds holding
Funds holding: 169 → 164 (-5)
6% less capital invested
Capital invested by funds: $571M → $539M (-$33M)
25% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$2.25M |
| 2 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$1.57M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.49M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$1.47M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$1.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$3.96M |
| 2 |
Morgan Stanley
New York
|
-$3.25M |
| 3 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
-$2.19M |
| 4 |
JP Morgan Chase
New York
|
-$2.09M |
| 5 |
LPL Financial
San Diego,
California
|
-$2.01M |
FEX Hedge Fund Activity: Q3 2022 in Review
164 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Core AlphaDEX Fund (FEX) for Q3 2022, worth a combined $539M — down 5.8% from $571M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of FEX and 9 opened new positions — a net loss of 3 holders — while 54 trimmed existing stakes and 55 added.
The largest buyer was Great Valley Advisor Group, adding an estimated $2.25M. The largest seller was Silver Oak Securities, cutting an estimated $3.96M.
- 164 institutional investors held First Trust Large Cap Core AlphaDEX Fund (FEX) as of Q3 2022, down from 169 in Q2 2022.
- Funds reported $539M of First Trust Large Cap Core AlphaDEX Fund stock for Q3 2022, down 5.8% quarter-over-quarter.
- 9 funds opened new First Trust Large Cap Core AlphaDEX Fund positions in Q3 2022 and 12 closed out, a net change of -3 holders.
- The largest First Trust Large Cap Core AlphaDEX Fund buyer in Q3 2022 was Great Valley Advisor Group, an estimated $2.25M added.
- The largest First Trust Large Cap Core AlphaDEX Fund seller in Q3 2022 was Silver Oak Securities, an estimated $3.96M sold.
Based on aggregated 13F filings for Q3 2022.