First Trust Large Cap Value AlphaDEX Fund
141 hedge funds and large institutions have $647M invested in First Trust Large Cap Value AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 47 increasing their positions, 45 reducing their positions, and 10 closing their positions.
220% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 10
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
35% more capital invested
Capital invested by funds: $479M → $647M (+$168M)
17% more funds holding
Funds holding: 121 → 141 (+20)
8.12% more ownership
Funds ownership: 62.88% → 71% (+8.1%)
4% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
+$59.6M |
| 2 |
Morgan Stanley
New York
|
+$11.3M |
| 3 |
LPL Financial
San Diego,
California
|
+$5.62M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$4.89M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$4.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$4.51M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.9M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.85M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.81M |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$720K |
FTA Hedge Fund Activity: Q1 2021 in Review
141 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Value AlphaDEX Fund (FTA) for Q1 2021, worth a combined $647M — up 35% from $479M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new FTA positions and 10 closed out — a net gain of 22 holders — while 47 added to existing stakes and 45 trimmed.
The largest buyer was Total Investment Management, opening a new position worth an estimated $59.6M. The largest seller was Regal Investment Advisors, exiting entirely with an estimated $4.51M sold.
- 141 institutional investors held First Trust Large Cap Value AlphaDEX Fund (FTA) as of Q1 2021, up from 121 in Q4 2020.
- Funds reported $647M of First Trust Large Cap Value AlphaDEX Fund stock for Q1 2021, up 35% quarter-over-quarter.
- 32 funds opened new First Trust Large Cap Value AlphaDEX Fund positions in Q1 2021 and 10 closed out, a net change of +22 holders.
- The largest First Trust Large Cap Value AlphaDEX Fund buyer in Q1 2021 was Total Investment Management, an estimated $59.6M added.
- The largest First Trust Large Cap Value AlphaDEX Fund seller in Q1 2021 was Regal Investment Advisors, an estimated $4.51M sold.
Based on aggregated 13F filings for Q1 2021.