First Trust Large Cap Core AlphaDEX Fund
145 hedge funds and large institutions have $783M invested in First Trust Large Cap Core AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 49 reducing their positions, and 15 closing their positions.
40% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 15
13% more capital invested
Capital invested by funds: $690M → $783M (+$92.9M)
10% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 49
3% more funds holding
Funds holding: 141 → 145 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.07% less ownership
Funds ownership: 55.91% → 55.85% (-0.07%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$10.2M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$7.85M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$4.27M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.95M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$18.3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$10.6M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$9.11M |
| 4 |
Jane Street
New York
|
-$2.55M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$1.53M |
FEX Hedge Fund Activity: Q1 2019 in Review
145 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Core AlphaDEX Fund (FEX) for Q1 2019, worth a combined $783M — up 13% from $690M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new FEX positions and 15 closed out — a net gain of 6 holders — while 54 added to existing stakes and 49 trimmed.
The largest buyer was UBS Group, adding an estimated $10.2M. The largest seller was Wells Fargo, cutting an estimated $18.3M.
- 145 institutional investors held First Trust Large Cap Core AlphaDEX Fund (FEX) as of Q1 2019, up from 141 in Q4 2018.
- Funds reported $783M of First Trust Large Cap Core AlphaDEX Fund stock for Q1 2019, up 13% quarter-over-quarter.
- 21 funds opened new First Trust Large Cap Core AlphaDEX Fund positions in Q1 2019 and 15 closed out, a net change of +6 holders.
- The largest First Trust Large Cap Core AlphaDEX Fund buyer in Q1 2019 was UBS Group, an estimated $10.2M added.
- The largest First Trust Large Cap Core AlphaDEX Fund seller in Q1 2019 was Wells Fargo, an estimated $18.3M sold.
Based on aggregated 13F filings for Q1 2019.