First Trust Large Cap Core AlphaDEX Fund
178 hedge funds and large institutions have $640M invested in First Trust Large Cap Core AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 66 reducing their positions, and 13 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
38% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 13
5.11% more ownership
Funds ownership: 50.38% → 55.49% (+5.1%)
1% more funds holding
Funds holding: 176 → 178 (+2)
2% more capital invested
Capital invested by funds: $627M → $640M (+$13.7M)
27% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 66
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$27M |
| 2 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$19.2M |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
+$5.84M |
| 4 |
Rockefeller Capital Management
New York
|
+$3.32M |
| 5 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$1.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$5.08M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.21M |
| 3 |
Morgan Stanley
New York
|
-$2.75M |
| 4 |
JP Morgan Chase
New York
|
-$2.57M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.88M |
FEX Hedge Fund Activity: Q1 2022 in Review
178 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Core AlphaDEX Fund (FEX) for Q1 2022, worth a combined $640M — up 2.2% from $627M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new FEX positions and 13 closed out — a net gain of 5 holders — while 48 added to existing stakes and 66 trimmed.
The largest buyer was Win Advisors, opening a new position worth an estimated $27M. The largest seller was Gladstone Institutional Advisory, cutting an estimated $5.08M.
- 178 institutional investors held First Trust Large Cap Core AlphaDEX Fund (FEX) as of Q1 2022, up from 176 in Q4 2021.
- Funds reported $640M of First Trust Large Cap Core AlphaDEX Fund stock for Q1 2022, up 2.2% quarter-over-quarter.
- 18 funds opened new First Trust Large Cap Core AlphaDEX Fund positions in Q1 2022 and 13 closed out, a net change of +5 holders.
- The largest First Trust Large Cap Core AlphaDEX Fund buyer in Q1 2022 was Win Advisors, an estimated $27M added.
- The largest First Trust Large Cap Core AlphaDEX Fund seller in Q1 2022 was Gladstone Institutional Advisory, an estimated $5.08M sold.
Based on aggregated 13F filings for Q1 2022.