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First Trust Large Cap Value AlphaDEX Fund

194 hedge funds and large institutions have $978M invested in First Trust Large Cap Value AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 56 increasing their positions, 86 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

22% more capital invested

Capital invested by funds: $802M → $978M (+$176M)

14.15% more ownership

Funds ownership: 69.75%83.9% (+14%)

7% more funds holding

Funds holding: 182194 (+12)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

35% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 86

Holders
194
Holders Change
+12
Holders Change %
+6.59%
% of All Funds
2.83%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
27
Increased
56
Reduced
86
Closed
14
Calls
Puts
Net Calls
Net Calls Change

FTA Hedge Fund Activity: Q4 2023 in Review

194 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Value AlphaDEX Fund (FTA) for Q4 2023, worth a combined $978M — up 22% from $802M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FTA positions and 14 closed out — a net gain of 13 holders — while 56 added to existing stakes and 86 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $135M. The largest seller was Envestnet Asset Management, cutting an estimated $9.56M.

  • 194 institutional investors held First Trust Large Cap Value AlphaDEX Fund (FTA) as of Q4 2023, up from 182 in Q3 2023.
  • Funds reported $978M of First Trust Large Cap Value AlphaDEX Fund stock for Q4 2023, up 22% quarter-over-quarter.
  • 27 funds opened new First Trust Large Cap Value AlphaDEX Fund positions in Q4 2023 and 14 closed out, a net change of +13 holders.
  • The largest First Trust Large Cap Value AlphaDEX Fund buyer in Q4 2023 was Morgan Stanley, an estimated $135M added.
  • The largest First Trust Large Cap Value AlphaDEX Fund seller in Q4 2023 was Envestnet Asset Management, an estimated $9.56M sold.

Based on aggregated 13F filings for Q4 2023.