First Trust Large Cap Value AlphaDEX Fund
109 hedge funds and large institutions have $721M invested in First Trust Large Cap Value AlphaDEX Fund in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 6 closing their positions.
233% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 6
15% more funds holding
Funds holding: 95 → 109 (+14)
10% more capital invested
Capital invested by funds: $654M → $721M (+$66.6M)
2.31% more ownership
Funds ownership: 62.89% → 65.19% (+2.3%)
6% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 36
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$6.45M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.15M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.35M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.22M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$1.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IH
IFC Holdings
Tampa,
Florida
|
-$3.24M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$1.81M |
| 3 |
HA
Hays Advisory
Franklin,
Tennessee
|
-$1.69M |
| 4 |
ICOA
Investment Centers of America
Bismarck,
North Dakota
|
-$1.56M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.47M |
FTA Hedge Fund Activity: Q4 2017 in Review
109 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Value AlphaDEX Fund (FTA) for Q4 2017, worth a combined $721M — up 10% from $654M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new FTA positions and 6 closed out — a net gain of 14 holders — while 38 added to existing stakes and 36 trimmed.
The largest buyer was Horizon Investments, opening a new position worth an estimated $6.45M. The largest seller was IFC Holdings, cutting an estimated $3.24M.
- 109 institutional investors held First Trust Large Cap Value AlphaDEX Fund (FTA) as of Q4 2017, up from 95 in Q3 2017.
- Funds reported $721M of First Trust Large Cap Value AlphaDEX Fund stock for Q4 2017, up 10% quarter-over-quarter.
- 20 funds opened new First Trust Large Cap Value AlphaDEX Fund positions in Q4 2017 and 6 closed out, a net change of +14 holders.
- The largest First Trust Large Cap Value AlphaDEX Fund buyer in Q4 2017 was Horizon Investments, an estimated $6.45M added.
- The largest First Trust Large Cap Value AlphaDEX Fund seller in Q4 2017 was IFC Holdings, an estimated $3.24M sold.
Based on aggregated 13F filings for Q4 2017.