First Trust Large Cap Value AlphaDEX Fund
111 hedge funds and large institutions have $675M invested in First Trust Large Cap Value AlphaDEX Fund in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 51 increasing their positions, 33 reducing their positions, and 8 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
55% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 33
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
2% more funds holding
Funds holding: 109 → 111 (+2)
1.15% less ownership
Funds ownership: 65.19% → 64.04% (-1.1%)
6% less capital invested
Capital invested by funds: $721M → $675M (-$45.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$8.06M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.77M |
| 3 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$2.33M |
| 4 |
PI
PFS Investments
Duluth,
Georgia
|
+$2.13M |
| 5 |
Morgan Stanley
New York
|
+$1.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$40.5M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$3.94M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$3.8M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.62M |
| 5 |
HA
Hays Advisory
Franklin,
Tennessee
|
-$959K |
FTA Hedge Fund Activity: Q1 2018 in Review
111 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Value AlphaDEX Fund (FTA) for Q1 2018, worth a combined $675M — down 6.3% from $721M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FTA positions and 8 closed out — a net gain of 3 holders — while 51 added to existing stakes and 33 trimmed.
The largest buyer was Wells Fargo, adding an estimated $8.06M. The largest seller was UBS Group, cutting an estimated $40.5M.
- 111 institutional investors held First Trust Large Cap Value AlphaDEX Fund (FTA) as of Q1 2018, up from 109 in Q4 2017.
- Funds reported $675M of First Trust Large Cap Value AlphaDEX Fund stock for Q1 2018, down 6.3% quarter-over-quarter.
- 11 funds opened new First Trust Large Cap Value AlphaDEX Fund positions in Q1 2018 and 8 closed out, a net change of +3 holders.
- The largest First Trust Large Cap Value AlphaDEX Fund buyer in Q1 2018 was Wells Fargo, an estimated $8.06M added.
- The largest First Trust Large Cap Value AlphaDEX Fund seller in Q1 2018 was UBS Group, an estimated $40.5M sold.
Based on aggregated 13F filings for Q1 2018.