First Trust Large Cap Core AlphaDEX Fund
203 hedge funds and large institutions have $701M invested in First Trust Large Cap Core AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 73 reducing their positions, and 14 closing their positions.
36% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 14
2% more funds holding
Funds holding: 199 → 203 (+4)
3% more capital invested
Capital invested by funds: $682M → $701M (+$19.1M)
0.07% more ownership
Funds ownership: 56.53% → 56.6% (+0.07%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
22% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 73
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$17.6M |
| 2 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$9.75M |
| 3 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$5M |
| 4 |
Goldman Sachs
New York
|
+$2.22M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$15.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$12.5M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.66M |
| 4 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
-$3.57M |
| 5 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
-$2.21M |
FEX Hedge Fund Activity: Q3 2024 in Review
203 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Core AlphaDEX Fund (FEX) for Q3 2024, worth a combined $701M — up 2.8% from $682M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new FEX positions and 14 closed out — a net gain of 5 holders — while 57 added to existing stakes and 73 trimmed.
The largest buyer was International Assets Investment Management, adding an estimated $17.6M. The largest seller was Kestra Advisory Services, cutting an estimated $15.6M.
- 203 institutional investors held First Trust Large Cap Core AlphaDEX Fund (FEX) as of Q3 2024, up from 199 in Q2 2024.
- Funds reported $701M of First Trust Large Cap Core AlphaDEX Fund stock for Q3 2024, up 2.8% quarter-over-quarter.
- 19 funds opened new First Trust Large Cap Core AlphaDEX Fund positions in Q3 2024 and 14 closed out, a net change of +5 holders.
- The largest First Trust Large Cap Core AlphaDEX Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $17.6M added.
- The largest First Trust Large Cap Core AlphaDEX Fund seller in Q3 2024 was Kestra Advisory Services, an estimated $15.6M sold.
Based on aggregated 13F filings for Q3 2024.