First Trust Large Cap Value AlphaDEX Fund
203 hedge funds and large institutions have $847M invested in First Trust Large Cap Value AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 93 reducing their positions, and 7 closing their positions.
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
3% more funds holding
Funds holding: 198 → 203 (+5)
1.61% more ownership
Funds ownership: 69.79% → 71.41% (+1.6%)
4% more capital invested
Capital invested by funds: $815M → $847M (+$31.8M)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
38% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 93
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$20M |
| 2 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$2.68M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.35M |
| 4 |
Jane Street
New York
|
+$1.1M |
| 5 |
AssetMark Inc
Concord,
California
|
+$985K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$7.7M |
| 2 |
Morgan Stanley
New York
|
-$3.52M |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$2.77M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2.46M |
FTA Hedge Fund Activity: Q3 2024 in Review
203 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Value AlphaDEX Fund (FTA) for Q3 2024, worth a combined $847M — up 3.9% from $815M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new FTA positions and 7 closed out — a net gain of 7 holders — while 58 added to existing stakes and 93 trimmed.
The largest buyer was International Assets Investment Management, adding an estimated $20M. The largest seller was UBS Group, cutting an estimated $7.7M.
- 203 institutional investors held First Trust Large Cap Value AlphaDEX Fund (FTA) as of Q3 2024, up from 198 in Q2 2024.
- Funds reported $847M of First Trust Large Cap Value AlphaDEX Fund stock for Q3 2024, up 3.9% quarter-over-quarter.
- 14 funds opened new First Trust Large Cap Value AlphaDEX Fund positions in Q3 2024 and 7 closed out, a net change of +7 holders.
- The largest First Trust Large Cap Value AlphaDEX Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $20M added.
- The largest First Trust Large Cap Value AlphaDEX Fund seller in Q3 2024 was UBS Group, an estimated $7.7M sold.
Based on aggregated 13F filings for Q3 2024.