First Trust Large Cap Value AlphaDEX Fund
114 hedge funds and large institutions have $748M invested in First Trust Large Cap Value AlphaDEX Fund in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 37 increasing their positions, 51 reducing their positions, and 14 closing their positions.
0.82% more ownership
Funds ownership: 67% → 67.82% (+0.82%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
4% less capital invested
Capital invested by funds: $779M → $748M (-$30.5M)
7% less funds holding
Funds holding: 122 → 114 (-8)
27% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 51
50% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$5.06M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.43M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.92M |
| 4 |
PI
PFS Investments
Duluth,
Georgia
|
+$2.49M |
| 5 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$1.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$14.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$3.7M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$3.15M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.55M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.5M |
FTA Hedge Fund Activity: Q3 2019 in Review
114 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Value AlphaDEX Fund (FTA) for Q3 2019, worth a combined $748M — down 3.9% from $779M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of FTA and 7 opened new positions — a net loss of 7 holders — while 51 trimmed existing stakes and 37 added.
The largest buyer was Suntrust Banks, opening a new position worth an estimated $5.06M. The largest seller was UBS Group, cutting an estimated $14.2M.
- 114 institutional investors held First Trust Large Cap Value AlphaDEX Fund (FTA) as of Q3 2019, down from 122 in Q2 2019.
- Funds reported $748M of First Trust Large Cap Value AlphaDEX Fund stock for Q3 2019, down 3.9% quarter-over-quarter.
- 7 funds opened new First Trust Large Cap Value AlphaDEX Fund positions in Q3 2019 and 14 closed out, a net change of -7 holders.
- The largest First Trust Large Cap Value AlphaDEX Fund buyer in Q3 2019 was Suntrust Banks, an estimated $5.06M added.
- The largest First Trust Large Cap Value AlphaDEX Fund seller in Q3 2019 was UBS Group, an estimated $14.2M sold.
Based on aggregated 13F filings for Q3 2019.