First Trust Large Cap Value AlphaDEX Fund
60 hedge funds and large institutions have $553M invested in First Trust Large Cap Value AlphaDEX Fund in 2014 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 8 reducing their positions, and 4 closing their positions.
719% more capital inflows, than outflows
Capital inflows: $84.9M | Capital outflows: $10.4M
338% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 8
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
13% more funds holding
Funds holding: 53 → 60 (+7)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$35.7M |
| 2 |
UBS
Zurich,
Switzerland
|
+$13.9M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$7.76M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$6.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICC Capital Management
Orlando,
Florida
|
-$5.98M |
| 2 |
Goldman Sachs
New York
|
-$1.32M |
| 3 |
Cetera Advisors
Denver,
Colorado
|
-$942K |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$592K |
| 5 |
BlackRock Institutional Trust
San Francisco,
California
|
-$456K |
FTA Hedge Fund Activity: Q2 2014 in Review
60 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Value AlphaDEX Fund (FTA) for Q2 2014, worth a combined $553M — up 23% from $451M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FTA positions and 4 closed out — a net gain of 7 holders — while 35 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $35.7M. The largest seller was ICC Capital Management, exiting entirely with an estimated $5.98M sold.
- 60 institutional investors held First Trust Large Cap Value AlphaDEX Fund (FTA) as of Q2 2014, up from 53 in Q1 2014.
- Funds reported $553M of First Trust Large Cap Value AlphaDEX Fund stock for Q2 2014, up 23% quarter-over-quarter.
- 11 funds opened new First Trust Large Cap Value AlphaDEX Fund positions in Q2 2014 and 4 closed out, a net change of +7 holders.
- The largest First Trust Large Cap Value AlphaDEX Fund buyer in Q2 2014 was Morgan Stanley, an estimated $35.7M added.
- The largest First Trust Large Cap Value AlphaDEX Fund seller in Q2 2014 was ICC Capital Management, an estimated $5.98M sold.
Based on aggregated 13F filings for Q2 2014.