First Trust Large Cap Core AlphaDEX Fund
92 hedge funds and large institutions have $947M invested in First Trust Large Cap Core AlphaDEX Fund in 2014 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 15 reducing their positions, and 6 closing their positions.
548% more capital inflows, than outflows
Capital inflows: $268M | Capital outflows: $41.4M
283% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 6
193% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 15
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
19% more funds holding
Funds holding: 77 → 92 (+15)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$38.2M |
| 2 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
+$26.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$25.5M |
| 4 |
LPL Financial
San Diego,
California
|
+$7.6M |
| 5 |
Goldman Sachs
New York
|
+$6.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
-$21.2M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$7.92M |
| 3 |
Legacy Private Trust
Neenah,
Wisconsin
|
-$3.45M |
| 4 |
Baker Avenue Asset Management
San Francisco,
California
|
-$2.71M |
| 5 |
Private Advisor Group
Morristown,
New Jersey
|
-$1.39M |
FEX Hedge Fund Activity: Q4 2014 in Review
92 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Core AlphaDEX Fund (FEX) for Q4 2014, worth a combined $947M — up 27% from $744M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new FEX positions and 6 closed out — a net gain of 17 holders — while 44 added to existing stakes and 15 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $38.2M. The largest seller was Dorsey Wright & Associates, cutting an estimated $21.2M.
- 92 institutional investors held First Trust Large Cap Core AlphaDEX Fund (FEX) as of Q4 2014, up from 77 in Q3 2014.
- Funds reported $947M of First Trust Large Cap Core AlphaDEX Fund stock for Q4 2014, up 27% quarter-over-quarter.
- 23 funds opened new First Trust Large Cap Core AlphaDEX Fund positions in Q4 2014 and 6 closed out, a net change of +17 holders.
- The largest First Trust Large Cap Core AlphaDEX Fund buyer in Q4 2014 was Morgan Stanley, an estimated $38.2M added.
- The largest First Trust Large Cap Core AlphaDEX Fund seller in Q4 2014 was Dorsey Wright & Associates, an estimated $21.2M sold.
Based on aggregated 13F filings for Q4 2014.