First Trust Large Cap Value AlphaDEX Fund
112 hedge funds and large institutions have $662M invested in First Trust Large Cap Value AlphaDEX Fund in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 35 reducing their positions, and 8 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
29% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 35
1% more funds holding
Funds holding: 111 → 112 (+1)
2% less capital invested
Capital invested by funds: $675M → $662M (-$13.5M)
1.06% less ownership
Funds ownership: 64.04% → 62.98% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PFS Investments
Duluth,
Georgia
|
+$4.58M |
| 2 |
PGA
Premia Global Advisors
Coral Gables,
Florida
|
+$4.37M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.54M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.25M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFA
Voya Financial Advisors
Windsor,
Connecticut
|
-$8.13M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.76M |
| 3 |
Morgan Stanley
New York
|
-$4.14M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.97M |
| 5 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$2.58M |
FTA Hedge Fund Activity: Q2 2018 in Review
112 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Value AlphaDEX Fund (FTA) for Q2 2018, worth a combined $662M — down 2% from $675M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FTA positions and 8 closed out — a net gain of 4 holders — while 45 added to existing stakes and 35 trimmed.
The largest buyer was PFS Investments, adding an estimated $4.58M. The largest seller was Voya Financial Advisors, cutting an estimated $8.13M.
- 112 institutional investors held First Trust Large Cap Value AlphaDEX Fund (FTA) as of Q2 2018, up from 111 in Q1 2018.
- Funds reported $662M of First Trust Large Cap Value AlphaDEX Fund stock for Q2 2018, down 2% quarter-over-quarter.
- 12 funds opened new First Trust Large Cap Value AlphaDEX Fund positions in Q2 2018 and 8 closed out, a net change of +4 holders.
- The largest First Trust Large Cap Value AlphaDEX Fund buyer in Q2 2018 was PFS Investments, an estimated $4.58M added.
- The largest First Trust Large Cap Value AlphaDEX Fund seller in Q2 2018 was Voya Financial Advisors, an estimated $8.13M sold.
Based on aggregated 13F filings for Q2 2018.