First Trust Large Cap Core AlphaDEX Fund
154 hedge funds and large institutions have $590M invested in First Trust Large Cap Core AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 53 reducing their positions, and 12 closing their positions.
5% more capital invested
Capital invested by funds: $560M → $590M (+$29.8M)
0% more funds holding
Funds holding: 154 → 154 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 12
8% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 53
1.04% less ownership
Funds ownership: 50.5% → 49.47% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$5.44M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.15M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.09M |
| 4 |
WP
WealthSource Partners
San Luis Obispo,
California
|
+$1.26M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$8.17M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$4.61M |
| 3 |
CWS
Cypress Wealth Services
Palm Desert,
California
|
-$3.33M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.97M |
| 5 |
Goldman Sachs
New York
|
-$1.76M |
FEX Hedge Fund Activity: Q2 2021 in Review
154 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Core AlphaDEX Fund (FEX) for Q2 2021, worth a combined $590M — up 5.3% from $560M a quarter earlier.
Fund positioning in FEX was balanced in Q2 2021: 12 funds opened new positions, 12 closed out, 49 added to existing stakes and 53 trimmed.
The largest buyer was Gladstone Institutional Advisory, adding an estimated $5.44M. The largest seller was Morgan Stanley, cutting an estimated $8.17M.
- 154 institutional investors held First Trust Large Cap Core AlphaDEX Fund (FEX) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $590M of First Trust Large Cap Core AlphaDEX Fund stock for Q2 2021, up 5.3% quarter-over-quarter.
- 12 funds opened new First Trust Large Cap Core AlphaDEX Fund positions in Q2 2021 and 12 closed out, a net change of 0 holders.
- The largest First Trust Large Cap Core AlphaDEX Fund buyer in Q2 2021 was Gladstone Institutional Advisory, an estimated $5.44M added.
- The largest First Trust Large Cap Core AlphaDEX Fund seller in Q2 2021 was Morgan Stanley, an estimated $8.17M sold.
Based on aggregated 13F filings for Q2 2021.