First Trust Large Cap Value AlphaDEX Fund
77 hedge funds and large institutions have $489M invested in First Trust Large Cap Value AlphaDEX Fund in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 36 reducing their positions, and 6 closing their positions.
0% less capital invested
Capital invested by funds: $489M → $489M (-$359K)
4% less funds holding
Funds holding: 80 → 77 (-3)
3.86% less ownership
Funds ownership: 59.92% → 56.05% (-3.9%)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
36% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
+$2.61M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.49M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.25M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.13M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$7.32M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$6.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$5.76M |
| 4 |
Morgan Stanley
New York
|
-$4.71M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$3.11M |
FTA Hedge Fund Activity: Q3 2016 in Review
77 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Value AlphaDEX Fund (FTA) for Q3 2016, worth a combined $489M — down 0.07% from $489M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of FTA and 5 opened new positions — a net loss of 1 holder — while 36 trimmed existing stakes and 23 added.
The largest buyer was SG Americas Securities, adding an estimated $2.61M. The largest seller was Horizon Investments, cutting an estimated $7.32M.
- 77 institutional investors held First Trust Large Cap Value AlphaDEX Fund (FTA) as of Q3 2016, down from 80 in Q2 2016.
- Funds reported $489M of First Trust Large Cap Value AlphaDEX Fund stock for Q3 2016, down 0.07% quarter-over-quarter.
- 5 funds opened new First Trust Large Cap Value AlphaDEX Fund positions in Q3 2016 and 6 closed out, a net change of -1 holder.
- The largest First Trust Large Cap Value AlphaDEX Fund buyer in Q3 2016 was SG Americas Securities, an estimated $2.61M added.
- The largest First Trust Large Cap Value AlphaDEX Fund seller in Q3 2016 was Horizon Investments, an estimated $7.32M sold.
Based on aggregated 13F filings for Q3 2016.