First Trust Large Cap Core AlphaDEX Fund
176 hedge funds and large institutions have $627M invested in First Trust Large Cap Core AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 54 reducing their positions, and 9 closing their positions.
211% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 9
10% more funds holding
Funds holding: 160 → 176 (+16)
8% more capital invested
Capital invested by funds: $579M → $627M (+$47.5M)
2% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 54
0.63% more ownership
Funds ownership: 49.76% → 50.38% (+0.63%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$5.84M |
| 2 |
Rockefeller Capital Management
New York
|
+$2.35M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.04M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.12M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$6.67M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$4.11M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$3.2M |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$1.44M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.26M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
176
PSI Advisors
Tampa,
Florida
| $6K | – | – | – |
|
|
CFA
177
Carroll Financial Associates
Charlotte,
North Carolina
| $5K | – | – | – |
|
|
WCFA
178
Walkner Condon Financial Advisors
Madison,
Wisconsin
| – | -$749K | -8,771 | Closed |
|
|
GM
179
GeoWealth Management
Chicago,
Illinois
| – | -$364K | -4,268 | Closed |
|
180
Ameriprise
Minneapolis,
Minnesota
| – | -$264K | -3,097 | Closed |
|
|
GRP
181
Global Retirement Partners
San Rafael,
California
| – | -$30K | -347 | Closed |
|
|
BC
182
Bartlett & Co
Cincinnati,
Ohio
| – | -$18K | -215 | Closed |
|
|
BCWM
183
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$18.3K | -215 | Closed |
|
184
Simplex Trading
Chicago,
Illinois
| – | -$8K | -100 | Closed |
|
|
QCG
185
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$5K | -64 | Closed |
|
186
Barclays
London,
United Kingdom
| – | -$3K | -38 | Closed |
|
FEX Hedge Fund Activity: Q4 2021 in Review
176 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Core AlphaDEX Fund (FEX) for Q4 2021, worth a combined $627M — up 8.2% from $579M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new FEX positions and 9 closed out — a net gain of 19 holders — while 55 added to existing stakes and 54 trimmed.
The largest buyer was Wells Fargo, adding an estimated $5.84M. The largest seller was Sigma Planning Corp, cutting an estimated $6.67M.
- 176 institutional investors held First Trust Large Cap Core AlphaDEX Fund (FEX) as of Q4 2021, up from 160 in Q3 2021.
- Funds reported $627M of First Trust Large Cap Core AlphaDEX Fund stock for Q4 2021, up 8.2% quarter-over-quarter.
- 28 funds opened new First Trust Large Cap Core AlphaDEX Fund positions in Q4 2021 and 9 closed out, a net change of +19 holders.
- The largest First Trust Large Cap Core AlphaDEX Fund buyer in Q4 2021 was Wells Fargo, an estimated $5.84M added.
- The largest First Trust Large Cap Core AlphaDEX Fund seller in Q4 2021 was Sigma Planning Corp, an estimated $6.67M sold.
Based on aggregated 13F filings for Q4 2021.