First Trust Large Cap Core AlphaDEX Fund
99 hedge funds and large institutions have $1.18B invested in First Trust Large Cap Core AlphaDEX Fund in 2015 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 24 reducing their positions, and 5 closing their positions.
220% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 5
113% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 24
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
15% more capital invested
Capital invested by funds: $1.03B → $1.18B (+$152M)
9% more funds holding
Funds holding: 91 → 99 (+8)
0.12% less ownership
Funds ownership: 59.61% → 59.49% (-0.12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$26.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$15.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$14.3M |
| 4 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$10.1M |
| 5 |
Morgan Stanley
New York
|
+$6.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
-$9.61M |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$4.18M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.47M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.24M |
| 5 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$1.69M |
FEX Hedge Fund Activity: Q1 2015 in Review
99 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Core AlphaDEX Fund (FEX) for Q1 2015, worth a combined $1.18B — up 15% from $1.03B a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new FEX positions and 5 closed out — a net gain of 11 holders — while 51 added to existing stakes and 24 trimmed.
The largest buyer was Wells Fargo, adding an estimated $26.6M. The largest seller was Accuvest Global Advisors, cutting an estimated $9.61M.
- 99 institutional investors held First Trust Large Cap Core AlphaDEX Fund (FEX) as of Q1 2015, up from 91 in Q4 2014.
- Funds reported $1.18B of First Trust Large Cap Core AlphaDEX Fund stock for Q1 2015, up 15% quarter-over-quarter.
- 16 funds opened new First Trust Large Cap Core AlphaDEX Fund positions in Q1 2015 and 5 closed out, a net change of +11 holders.
- The largest First Trust Large Cap Core AlphaDEX Fund buyer in Q1 2015 was Wells Fargo, an estimated $26.6M added.
- The largest First Trust Large Cap Core AlphaDEX Fund seller in Q1 2015 was Accuvest Global Advisors, an estimated $9.61M sold.
Based on aggregated 13F filings for Q1 2015.