First Trust Large Cap Core AlphaDEX Fund
160 hedge funds and large institutions have $579M invested in First Trust Large Cap Core AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 64 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
4% more funds holding
Funds holding: 154 → 160 (+6)
0.29% more ownership
Funds ownership: 49.47% → 49.76% (+0.29%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $590M → $579M (-$10.4M)
34% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 64
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$3.14M |
| 2 |
UWM
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
+$848K |
| 3 |
CC
Cypress Capital
Franklin,
Tennessee
|
+$776K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$735K |
| 5 |
SF
Summit Financial
Parsippany,
New Jersey
|
+$630K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.65M |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$2.33M |
| 3 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$1.47M |
| 4 |
Citigroup
New York
|
-$1.43M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.31M |
FEX Hedge Fund Activity: Q3 2021 in Review
160 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Core AlphaDEX Fund (FEX) for Q3 2021, worth a combined $579M — down 1.8% from $590M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FEX positions and 6 closed out — a net gain of 7 holders — while 42 added to existing stakes and 64 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $3.14M. The largest seller was Morgan Stanley, cutting an estimated $4.65M.
- 160 institutional investors held First Trust Large Cap Core AlphaDEX Fund (FEX) as of Q3 2021, up from 154 in Q2 2021.
- Funds reported $579M of First Trust Large Cap Core AlphaDEX Fund stock for Q3 2021, down 1.8% quarter-over-quarter.
- 13 funds opened new First Trust Large Cap Core AlphaDEX Fund positions in Q3 2021 and 6 closed out, a net change of +7 holders.
- The largest First Trust Large Cap Core AlphaDEX Fund buyer in Q3 2021 was Citadel Advisors, an estimated $3.14M added.
- The largest First Trust Large Cap Core AlphaDEX Fund seller in Q3 2021 was Morgan Stanley, an estimated $4.65M sold.
Based on aggregated 13F filings for Q3 2021.