First Trust Large Cap Core AlphaDEX Fund
129 hedge funds and large institutions have $453M invested in First Trust Large Cap Core AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 61 reducing their positions, and 13 closing their positions.
0.54% more ownership
Funds ownership: 49.19% → 49.74% (+0.54%)
0% less capital invested
Capital invested by funds: $455M → $453M (-$1.79M)
3% less funds holding
Funds holding: 133 → 129 (-4)
23% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 13
51% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 61
85% less call options, than puts
Call options by funds: $494K | Put options by funds: $3.35M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$4.36M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$2.29M |
| 3 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$1.65M |
| 4 |
CP
Camelot Portfolios
Maumee,
Ohio
|
+$1.29M |
| 5 |
JP Morgan Chase
New York
|
+$1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.24M |
| 2 |
LPL Financial
San Diego,
California
|
-$4.44M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.33M |
| 4 |
CWS
Cypress Wealth Services
Palm Desert,
California
|
-$3.8M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$3.3M |
FEX Hedge Fund Activity: Q3 2020 in Review
129 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Core AlphaDEX Fund (FEX) for Q3 2020, worth a combined $453M — down 0.39% from $455M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of FEX and 10 opened new positions — a net loss of 3 holders — while 61 trimmed existing stakes and 30 added.
The largest buyer was First Trust Advisors, opening a new position worth an estimated $4.36M. The largest seller was Morgan Stanley, cutting an estimated $6.24M.
- 129 institutional investors held First Trust Large Cap Core AlphaDEX Fund (FEX) as of Q3 2020, down from 133 in Q2 2020.
- Funds reported $453M of First Trust Large Cap Core AlphaDEX Fund stock for Q3 2020, down 0.39% quarter-over-quarter.
- 10 funds opened new First Trust Large Cap Core AlphaDEX Fund positions in Q3 2020 and 13 closed out, a net change of -3 holders.
- The largest First Trust Large Cap Core AlphaDEX Fund buyer in Q3 2020 was First Trust Advisors, an estimated $4.36M added.
- The largest First Trust Large Cap Core AlphaDEX Fund seller in Q3 2020 was Morgan Stanley, an estimated $6.24M sold.
Based on aggregated 13F filings for Q3 2020.