First Trust Large Cap Value AlphaDEX Fund
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$12.5M |
| 2 |
SMF
Sterling Manor Financial
Saratoga Springs,
New York
|
+$7.77M |
| 3 |
LPL Financial
San Diego,
California
|
+$7.32M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.48M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$4.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$4.26M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.1M |
| 3 |
William Blair & Company
Chicago,
Illinois
|
-$1.67M |
| 4 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$1.52M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.52M |
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.