First Trust Large Cap Value AlphaDEX Fund
155 hedge funds and large institutions have $689M invested in First Trust Large Cap Value AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 63 increasing their positions, 59 reducing their positions, and 16 closing their positions.
7% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 59
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0.75% less ownership
Funds ownership: 69.06% → 68.3% (-0.75%)
4% less funds holding
Funds holding: 161 → 155 (-6)
9% less capital invested
Capital invested by funds: $759M → $689M (-$69.5M)
38% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 16
Top Buyers
| 1 |
Bank of New York Mellon
New York
|
+$2.71M |
| 2 |
SCA
Snowden Capital Advisors
New York
|
+$2.45M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.07M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.67M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.47M |
Top Sellers
FTA Hedge Fund Activity: Q3 2022 in Review
155 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Value AlphaDEX Fund (FTA) for Q3 2022, worth a combined $689M — down 9.2% from $759M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of FTA and 10 opened new positions — a net loss of 6 holders — while 59 trimmed existing stakes and 63 added.
The largest buyer was Bank of New York Mellon, adding an estimated $2.71M. The largest seller was Cetera Advisor Networks, cutting an estimated $10.3M.
- 155 institutional investors held First Trust Large Cap Value AlphaDEX Fund (FTA) as of Q3 2022, down from 161 in Q2 2022.
- Funds reported $689M of First Trust Large Cap Value AlphaDEX Fund stock for Q3 2022, down 9.2% quarter-over-quarter.
- 10 funds opened new First Trust Large Cap Value AlphaDEX Fund positions in Q3 2022 and 16 closed out, a net change of -6 holders.
- The largest First Trust Large Cap Value AlphaDEX Fund buyer in Q3 2022 was Bank of New York Mellon, an estimated $2.71M added.
- The largest First Trust Large Cap Value AlphaDEX Fund seller in Q3 2022 was Cetera Advisor Networks, an estimated $10.3M sold.
Based on aggregated 13F filings for Q3 2022.