First Trust Large Cap Core AlphaDEX Fund
183 hedge funds and large institutions have $612M invested in First Trust Large Cap Core AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 67 increasing their positions, 54 reducing their positions, and 10 closing their positions.
50% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 10
24% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 54
3% more funds holding
Funds holding: 178 → 183 (+5)
0.95% more ownership
Funds ownership: 55.6% → 56.55% (+0.95%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1% less capital invested
Capital invested by funds: $621M → $612M (-$9.29M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.19M |
| 2 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$2.42M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.1M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.91M |
| 5 |
IWM
Iams Wealth Management
Omaha,
Nebraska
|
+$1.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$4.17M |
| 2 |
Rockefeller Capital Management
New York
|
-$4.09M |
| 3 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$2.59M |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$2.43M |
| 5 |
QPW
Quantum Private Wealth
Tampa,
Florida
|
-$1.3M |
FEX Hedge Fund Activity: Q3 2023 in Review
183 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Core AlphaDEX Fund (FEX) for Q3 2023, worth a combined $612M — down 1.5% from $621M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FEX positions and 10 closed out — a net gain of 5 holders — while 67 added to existing stakes and 54 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.19M. The largest seller was LPL Financial, cutting an estimated $4.17M.
- 183 institutional investors held First Trust Large Cap Core AlphaDEX Fund (FEX) as of Q3 2023, up from 178 in Q2 2023.
- Funds reported $612M of First Trust Large Cap Core AlphaDEX Fund stock for Q3 2023, down 1.5% quarter-over-quarter.
- 15 funds opened new First Trust Large Cap Core AlphaDEX Fund positions in Q3 2023 and 10 closed out, a net change of +5 holders.
- The largest First Trust Large Cap Core AlphaDEX Fund buyer in Q3 2023 was Morgan Stanley, an estimated $5.19M added.
- The largest First Trust Large Cap Core AlphaDEX Fund seller in Q3 2023 was LPL Financial, an estimated $4.17M sold.
Based on aggregated 13F filings for Q3 2023.