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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
CWA
151
Clearview Wealth Advisors
Oregon
$32K – – –
GWSG
152
GPS Wealth Strategies Group
Colorado
$32K – – –
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$31K – – –
LAS
154
Lloyd Advisory Services
Georgia
$22K +$349 +5 +2%
GWM
155
Geneos Wealth Management
Colorado
$21K – – –
APA
156
American Portfolios Advisors
New York
$10.7K +$70 +1 +0.7%
First Manhattan
157
First Manhattan
New York
$10K +$10.3K +148 New
AF
158
Advisornet Financial
Minnesota
$7K – – –
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$4K +$4.54K +65 New
IFG
160
Investors Financial Group
Minnesota
– -$1.36M -19,439 Closed
FFN
161
Focus Financial Network
Minnesota
– -$277K -3,959 Closed
SFPG
162
Stonebridge Financial Planning Group
Florida
– -$181K -2,625 Closed
CFCI
163
Comprehensive Financial Consultants Institutional
Indiana
– -$76K -1,097 Closed
AIM
164
Anchor Investment Management
South Carolina
– -$48.5K -694 Closed
CA
165
CoreCap Advisors
Michigan
– -$47K -670 Closed
WWMSC
166
Wagner Wealth Management (South Carolina)
South Carolina
– -$22K -311 Closed
TFS
167
TrustCore Financial Services
Tennessee
– -$21K -300 Closed
SSB
168
Sandy Spring Bank
Maryland
– -$14K -200 Closed
RPCONE
169
Retirement Planning Company of New England
Rhode Island
– -$10K -156 Closed
ODG
170
O'Dell Group
Ohio
– -$8K -109 Closed
QCG
171
Quadrant Capital Group
Ohio
– -$1.68K -24 -96%
3 4 5 6
7

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.