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First Trust Large Cap Value AlphaDEX Fund
FTA

181 hedge funds and large institutions have $854M invested in First Trust Large Cap Value AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 59 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

24% more capital invested

Capital invested by funds: $689M → $854M (+$165M)

17% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 59

17% more funds holding

Funds holding: 155 → 181 (+26)

3.29% more ownership

Funds ownership: 68.3% → 71.6% (+3.3%)

Holders
181
Holders Change
+26
Holders Change %
+16.77%
% of All Funds
2.91%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
33
Increased
69
Reduced
59
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KWM
Kaydan Wealth Management
Michigan
+$18.5M
2
CAN
Cetera Advisor Networks
California
+$12.7M
3
Morgan Stanley
Morgan Stanley
New York
+$10M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.25M
5
SAM
Secure Asset Management
Michigan
+$4.03M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$3.6M
2
BFEC
Benjamin F. Edwards & Company
Missouri
-$1.71M
3
WWM
Western Wealth Management
Colorado
-$974K
4
GSC
G&S Capital
Colorado
-$949K
5
HI
Harbour Investments
Wisconsin
-$931K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
176
Farther Finance Advisors
California
$7.83K +$7.72K +119 New
AF
177
Advisornet Financial
Minnesota
$6.32K – – –
AWM
178
Accurate Wealth Management
Florida
$2.82K +$2.66K +41 New
MSCM
179
McElhenny Sheffield Capital Management
Texas
$2.7K +$2.66K +41 New
KFI
180
Key Financial Inc
Pennsylvania
$2.65K – – –
MWM
181
MinichMacGregor Wealth Management
New York
$1.84K +$1.82K +28 New
QCG
182
Quadrant Capital Group
Ohio
$37 – – –
GSC
183
G&S Capital
Colorado
– -$949K -16,457 Closed
PAG
184
Private Advisory Group
Washington
– -$323K -5,594 Closed
TA
185
TKG Advisors
Indiana
– -$220K -3,810 Closed
GWSG
186
GPS Wealth Strategies Group
Colorado
– -$26K -453 Closed
WWMSC
187
Wagner Wealth Management (South Carolina)
South Carolina
– -$18K -309 Closed
APC
188
Aspire Private Capital
North Carolina
– -$3K -57 Closed
4 5 6 7
8

FTA Hedge Fund Activity: Q4 2022 in Review

181 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Value AlphaDEX Fund (FTA) for Q4 2022, worth a combined $854M — up 24% from $689M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new FTA positions and 6 closed out — a net gain of 27 holders — while 69 added to existing stakes and 59 trimmed.

The largest buyer was Kaydan Wealth Management, opening a new position worth an estimated $18.5M. The largest seller was Bank of America, cutting an estimated $3.6M.

  • 181 institutional investors held First Trust Large Cap Value AlphaDEX Fund (FTA) as of Q4 2022, up from 155 in Q3 2022.
  • Funds reported $854M of First Trust Large Cap Value AlphaDEX Fund stock for Q4 2022, up 24% quarter-over-quarter.
  • 33 funds opened new First Trust Large Cap Value AlphaDEX Fund positions in Q4 2022 and 6 closed out, a net change of +27 holders.
  • The largest First Trust Large Cap Value AlphaDEX Fund buyer in Q4 2022 was Kaydan Wealth Management, an estimated $18.5M added.
  • The largest First Trust Large Cap Value AlphaDEX Fund seller in Q4 2022 was Bank of America, an estimated $3.6M sold.

Based on aggregated 13F filings for Q4 2022.