First Trust Large Cap Value AlphaDEX Fund
153 hedge funds and large institutions have $788M invested in First Trust Large Cap Value AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 64 increasing their positions, 35 reducing their positions, and 6 closing their positions.
433% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 6
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
83% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 35
20% more funds holding
Funds holding: 127 → 153 (+26)
18% more capital invested
Capital invested by funds: $665M → $788M (+$122M)
2.38% more ownership
Funds ownership: 64.7% → 67.08% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
+$10.9M |
| 2 |
Morgan Stanley
New York
|
+$8.4M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.97M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$3.37M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$10.9M |
| 2 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$2.81M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.31M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.26M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.22M |
FTA Hedge Fund Activity: Q4 2021 in Review
153 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Value AlphaDEX Fund (FTA) for Q4 2021, worth a combined $788M — up 18% from $665M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new FTA positions and 6 closed out — a net gain of 26 holders — while 64 added to existing stakes and 35 trimmed.
The largest buyer was Laurel Wealth Advisors (California), opening a new position worth an estimated $10.9M. The largest seller was UBS Group, cutting an estimated $10.9M.
- 153 institutional investors held First Trust Large Cap Value AlphaDEX Fund (FTA) as of Q4 2021, up from 127 in Q3 2021.
- Funds reported $788M of First Trust Large Cap Value AlphaDEX Fund stock for Q4 2021, up 18% quarter-over-quarter.
- 32 funds opened new First Trust Large Cap Value AlphaDEX Fund positions in Q4 2021 and 6 closed out, a net change of +26 holders.
- The largest First Trust Large Cap Value AlphaDEX Fund buyer in Q4 2021 was Laurel Wealth Advisors (California), an estimated $10.9M added.
- The largest First Trust Large Cap Value AlphaDEX Fund seller in Q4 2021 was UBS Group, an estimated $10.9M sold.
Based on aggregated 13F filings for Q4 2021.