First Trust Large Cap Value AlphaDEX Fund
113 hedge funds and large institutions have $382M invested in First Trust Large Cap Value AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 34 reducing their positions, and 12 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 34
1.01% more ownership
Funds ownership: 60.68% → 61.69% (+1%)
4% more capital invested
Capital invested by funds: $366M → $382M (+$15.9M)
0% more funds holding
Funds holding: 113 → 113 (0)
0% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 12
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.21M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.15M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.49M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.14M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$2.1M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$6.89M |
| 2 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$3.79M |
| 3 |
Morgan Stanley
New York
|
-$3.35M |
| 4 |
CWS
Cypress Wealth Services
Palm Desert,
California
|
-$1.23M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$846K |
FTA Hedge Fund Activity: Q3 2020 in Review
113 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Value AlphaDEX Fund (FTA) for Q3 2020, worth a combined $382M — up 4.4% from $366M a quarter earlier.
Fund positioning in FTA was balanced in Q3 2020: 12 funds opened new positions, 12 closed out, 47 added to existing stakes and 34 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $8.15M. The largest seller was Gladstone Institutional Advisory, cutting an estimated $6.89M.
- 113 institutional investors held First Trust Large Cap Value AlphaDEX Fund (FTA) as of Q3 2020, unchanged from Q2 2020.
- Funds reported $382M of First Trust Large Cap Value AlphaDEX Fund stock for Q3 2020, up 4.4% quarter-over-quarter.
- 12 funds opened new First Trust Large Cap Value AlphaDEX Fund positions in Q3 2020 and 12 closed out, a net change of 0 holders.
- The largest First Trust Large Cap Value AlphaDEX Fund buyer in Q3 2020 was Envestnet Asset Management, an estimated $8.15M added.
- The largest First Trust Large Cap Value AlphaDEX Fund seller in Q3 2020 was Gladstone Institutional Advisory, an estimated $6.89M sold.
Based on aggregated 13F filings for Q3 2020.