First Trust Large Cap Value AlphaDEX Fund
73 hedge funds and large institutions have $754M invested in First Trust Large Cap Value AlphaDEX Fund in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
0% more funds holding
Funds holding: 73 → 73 (0)
0.89% less ownership
Funds ownership: 63.05% → 62.16% (-0.89%)
2% less capital invested
Capital invested by funds: $773M → $754M (-$18.2M)
3% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 29
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$55.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.21M |
| 3 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$1.65M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.12M |
| 5 |
JP Morgan Chase
New York
|
+$978K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$46.2M |
| 2 |
VFA
Voya Financial Advisors
Windsor,
Connecticut
|
-$7.27M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$3.3M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.83M |
| 5 |
VF
Virtu Financial
New York
|
-$1.53M |
FTA Hedge Fund Activity: Q2 2015 in Review
73 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Value AlphaDEX Fund (FTA) for Q2 2015, worth a combined $754M — down 2.4% from $773M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FTA positions and 6 closed out — a net gain of 1 holder — while 28 added to existing stakes and 29 trimmed.
The largest buyer was UBS Group, adding an estimated $55.8M. The largest seller was Morgan Stanley, cutting an estimated $46.2M.
- 73 institutional investors held First Trust Large Cap Value AlphaDEX Fund (FTA) as of Q2 2015, unchanged from Q1 2015.
- Funds reported $754M of First Trust Large Cap Value AlphaDEX Fund stock for Q2 2015, down 2.4% quarter-over-quarter.
- 7 funds opened new First Trust Large Cap Value AlphaDEX Fund positions in Q2 2015 and 6 closed out, a net change of +1 holder.
- The largest First Trust Large Cap Value AlphaDEX Fund buyer in Q2 2015 was UBS Group, an estimated $55.8M added.
- The largest First Trust Large Cap Value AlphaDEX Fund seller in Q2 2015 was Morgan Stanley, an estimated $46.2M sold.
Based on aggregated 13F filings for Q2 2015.