First Trust Large Cap Value AlphaDEX Fund
95 hedge funds and large institutions have $654M invested in First Trust Large Cap Value AlphaDEX Fund in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 37 reducing their positions, and 10 closing their positions.
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
0% more capital invested
Capital invested by funds: $651M → $654M (+$3.2M)
0.1% more ownership
Funds ownership: 62.79% → 62.89% (+0.1%)
1% less funds holding
Funds holding: 96 → 95 (-1)
11% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 37
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$9.31M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$5.64M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$3.1M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.32M |
| 5 |
Morgan Stanley
New York
|
+$1.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$16.3M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$6.34M |
| 3 |
HA
Hays Advisory
Franklin,
Tennessee
|
-$4.16M |
| 4 |
Jane Street
New York
|
-$4.12M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.19M |
FTA Hedge Fund Activity: Q3 2017 in Review
95 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Value AlphaDEX Fund (FTA) for Q3 2017, worth a combined $654M — up 0.49% from $651M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FTA positions and 10 closed out — a net gain of 2 holders — while 33 added to existing stakes and 37 trimmed.
The largest buyer was UBS Group, adding an estimated $9.31M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $16.3M.
- 95 institutional investors held First Trust Large Cap Value AlphaDEX Fund (FTA) as of Q3 2017, down from 96 in Q2 2017.
- Funds reported $654M of First Trust Large Cap Value AlphaDEX Fund stock for Q3 2017, up 0.49% quarter-over-quarter.
- 12 funds opened new First Trust Large Cap Value AlphaDEX Fund positions in Q3 2017 and 10 closed out, a net change of +2 holders.
- The largest First Trust Large Cap Value AlphaDEX Fund buyer in Q3 2017 was UBS Group, an estimated $9.31M added.
- The largest First Trust Large Cap Value AlphaDEX Fund seller in Q3 2017 was Cambridge Investment Research Advisors, an estimated $16.3M sold.
Based on aggregated 13F filings for Q3 2017.