First Trust Large Cap Value AlphaDEX Fund
122 hedge funds and large institutions have $779M invested in First Trust Large Cap Value AlphaDEX Fund in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 7 closing their positions.
171% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 7
27% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 37
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
9% more funds holding
Funds holding: 112 → 122 (+10)
0% more capital invested
Capital invested by funds: $777M → $779M (+$1.89M)
0.14% less ownership
Funds ownership: 67.13% → 67% (-0.14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Peak Capital Management
Greenwood Village,
Colorado
|
+$6.48M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$4.48M |
| 3 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
+$3.98M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$3.67M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$3.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$15.2M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$6.97M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.58M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$4.34M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$4.12M |
FTA Hedge Fund Activity: Q2 2019 in Review
122 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Value AlphaDEX Fund (FTA) for Q2 2019, worth a combined $779M — up 0.24% from $777M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new FTA positions and 7 closed out — a net gain of 12 holders — while 47 added to existing stakes and 37 trimmed.
The largest buyer was Peak Capital Management, opening a new position worth an estimated $6.48M. The largest seller was Morgan Stanley, cutting an estimated $15.2M.
- 122 institutional investors held First Trust Large Cap Value AlphaDEX Fund (FTA) as of Q2 2019, up from 112 in Q1 2019.
- Funds reported $779M of First Trust Large Cap Value AlphaDEX Fund stock for Q2 2019, up 0.24% quarter-over-quarter.
- 19 funds opened new First Trust Large Cap Value AlphaDEX Fund positions in Q2 2019 and 7 closed out, a net change of +12 holders.
- The largest First Trust Large Cap Value AlphaDEX Fund buyer in Q2 2019 was Peak Capital Management, an estimated $6.48M added.
- The largest First Trust Large Cap Value AlphaDEX Fund seller in Q2 2019 was Morgan Stanley, an estimated $15.2M sold.
Based on aggregated 13F filings for Q2 2019.