First Trust Large Cap Value AlphaDEX Fund
91 hedge funds and large institutions have $614M invested in First Trust Large Cap Value AlphaDEX Fund in 2017 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 6 closing their positions.
167% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 6
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
33% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 27
11% more funds holding
Funds holding: 82 → 91 (+9)
2% more capital invested
Capital invested by funds: $602M → $614M (+$12.2M)
1.81% less ownership
Funds ownership: 63.68% → 61.87% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$5.99M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$4.12M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$3.99M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.73M |
| 5 |
Jane Street
New York
|
+$2.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$20.9M |
| 2 |
Morgan Stanley
New York
|
-$12.6M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$4.73M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.6M |
| 5 |
PFA
Pinnacle Family Advisors
Springfield,
Missouri
|
-$1.21M |
FTA Hedge Fund Activity: Q1 2017 in Review
91 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Value AlphaDEX Fund (FTA) for Q1 2017, worth a combined $614M — up 2% from $602M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new FTA positions and 6 closed out — a net gain of 10 holders — while 36 added to existing stakes and 27 trimmed.
The largest buyer was Credit Suisse, adding an estimated $5.99M. The largest seller was UBS Group, cutting an estimated $20.9M.
- 91 institutional investors held First Trust Large Cap Value AlphaDEX Fund (FTA) as of Q1 2017, up from 82 in Q4 2016.
- Funds reported $614M of First Trust Large Cap Value AlphaDEX Fund stock for Q1 2017, up 2% quarter-over-quarter.
- 16 funds opened new First Trust Large Cap Value AlphaDEX Fund positions in Q1 2017 and 6 closed out, a net change of +10 holders.
- The largest First Trust Large Cap Value AlphaDEX Fund buyer in Q1 2017 was Credit Suisse, an estimated $5.99M added.
- The largest First Trust Large Cap Value AlphaDEX Fund seller in Q1 2017 was UBS Group, an estimated $20.9M sold.
Based on aggregated 13F filings for Q1 2017.