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First Trust Large Cap Value AlphaDEX Fund
FTA

158 hedge funds and large institutions have $847M invested in First Trust Large Cap Value AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 67 increasing their positions, 52 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

29% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 52

7% more capital invested

Capital invested by funds: $788M → $847M (+$59.1M)

3% more funds holding

Funds holding: 153 → 158 (+5)

1.99% more ownership

Funds ownership: 67.08% → 69.07% (+2%)

Holders
158
Holders Change
+5
Holders Change %
+3.27%
% of All Funds
2.49%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
19
Increased
67
Reduced
52
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$12.5M
2
SMF
Sterling Manor Financial
New York
+$7.77M
3
LPL Financial
LPL Financial
California
+$7.32M
4
RJA
Raymond James & Associates
Florida
+$4.48M
5
Wells Fargo
Wells Fargo
California
+$4.39M

Top Sellers

1
CAN
Cetera Advisor Networks
California
-$4.26M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.1M
3
William Blair & Company
William Blair & Company
Illinois
-$1.67M
4
CFGS
Concourse Financial Group Securities
Alabama
-$1.52M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
51
Western Wealth Management
Colorado
$2.05M +$1.02M +14,573 +101%
CA
52
Cetera Advisors
Colorado
$1.98M +$976K +13,968 +99%
KWS
53
Keystone Wealth Services
California
$1.89M +$30.1K +430 +2%
MCC
54
Money Concepts Capital
Florida
$1.79M +$1.78M +25,423 New
AWM
55
AE Wealth Management
Kansas
$1.57M +$380K +5,443 +32%
SPIA
56
Steward Partners Investment Advisory
New York
$1.55M +$1.32M +18,890 +621%
First Trust Advisors
57
First Trust Advisors
Illinois
$1.37M -$6.92K -99 -0.5%
IA
58
IFG Advisory
Georgia
$1.36M +$222K +3,179 +20%
CCA
59
Clearwater Capital Advisors
Illinois
$1.34M -$54.5K -780 -4%
PA
60
PFG Advisors
Arizona
$1.32M +$151K +2,155 +13%
SCFS
61
S.C. Financial Services
Arizona
$1.25M -$11.4K -163 -0.9%
PIA
62
Perennial Investment Advisors
California
$1.24M +$1.23M +17,528 New
CPIG
63
Chicago Partners Investment Group
Illinois
$1.23M +$9.09K +130 +0.7%
SWP
64
Stratos Wealth Partners
Ohio
$1.17M +$41.3K +591 +4%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$1.16M +$569K +8,139 +99%
AWA
66
Arkadios Wealth Advisors
Georgia
$1.15M +$1.14M +16,288 New
HGERS
67
Householder Group Estate & Retirement Specialist
Arizona
$1.1M +$1.09M +15,574 New
PFA
68
Pinnacle Family Advisors
Missouri
$1.02M +$56.1K +802 +6%
GIA
69
Gladstone Institutional Advisory
Florida
$984K -$1.1M -15,753 -53%
TLFA
70
True Link Financial Advisors
California
$938K +$890K +12,740 +2,287%
CS
71
Comerica Securities
Michigan
$915K -$7.62K -109 -0.8%
FAIM
72
Financial Advocates Investment Management
Washington
$912K -$3.84K -55 -0.4%
E
73
ETFidea
New York
$887K – – –
FTUS
74
Flow Traders U.S.
New York
$863K +$855K +12,232 New
WCFA
75
Walkner Condon Financial Advisors
Wisconsin
$843K +$835K +11,953 New
1 2
3
4 5

FTA Hedge Fund Activity: Q1 2022 in Review

158 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Value AlphaDEX Fund (FTA) for Q1 2022, worth a combined $847M — up 7.5% from $788M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FTA positions and 11 closed out — a net gain of 8 holders — while 67 added to existing stakes and 52 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.5M. The largest seller was Cetera Advisor Networks, cutting an estimated $4.26M.

  • 158 institutional investors held First Trust Large Cap Value AlphaDEX Fund (FTA) as of Q1 2022, up from 153 in Q4 2021.
  • Funds reported $847M of First Trust Large Cap Value AlphaDEX Fund stock for Q1 2022, up 7.5% quarter-over-quarter.
  • 19 funds opened new First Trust Large Cap Value AlphaDEX Fund positions in Q1 2022 and 11 closed out, a net change of +8 holders.
  • The largest First Trust Large Cap Value AlphaDEX Fund buyer in Q1 2022 was Morgan Stanley, an estimated $12.5M added.
  • The largest First Trust Large Cap Value AlphaDEX Fund seller in Q1 2022 was Cetera Advisor Networks, an estimated $4.26M sold.

Based on aggregated 13F filings for Q1 2022.