First Trust Large Cap Core AlphaDEX Fund
178 hedge funds and large institutions have $621M invested in First Trust Large Cap Core AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 52 increasing their positions, 66 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
0% more funds holding
Funds holding: 178 → 178 (0)
2.69% less ownership
Funds ownership: 58.29% → 55.6% (-2.7%)
6% less capital invested
Capital invested by funds: $659M → $621M (-$38M)
21% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 66
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $310K
Top Buyers
Top Sellers
FEX Hedge Fund Activity: Q2 2023 in Review
178 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Core AlphaDEX Fund (FEX) for Q2 2023, worth a combined $621M — down 5.8% from $659M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FEX positions and 5 closed out — a net gain of 4 holders — while 52 added to existing stakes and 66 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $19.8M. The largest seller was Great Valley Advisor Group, cutting an estimated $29.3M.
- 178 institutional investors held First Trust Large Cap Core AlphaDEX Fund (FEX) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $621M of First Trust Large Cap Core AlphaDEX Fund stock for Q2 2023, down 5.8% quarter-over-quarter.
- 9 funds opened new First Trust Large Cap Core AlphaDEX Fund positions in Q2 2023 and 5 closed out, a net change of +4 holders.
- The largest First Trust Large Cap Core AlphaDEX Fund buyer in Q2 2023 was Morgan Stanley, an estimated $19.8M added.
- The largest First Trust Large Cap Core AlphaDEX Fund seller in Q2 2023 was Great Valley Advisor Group, an estimated $29.3M sold.
Based on aggregated 13F filings for Q2 2023.