First Trust Large Cap Value AlphaDEX Fund
FTA
161 hedge funds and large institutions have $759M invested in First Trust Large Cap Value AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 64 reducing their positions, and 15 closing their positions.
20% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 15
2% more funds holding
Funds holding: 158 → 161 (+3)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0.01% less ownership
Funds ownership: 69.07% → 69.06% (-0.01%)
10% less capital invested
Capital invested by funds: $847M → $759M (-$88.2M)
11% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 64
Top Buyers
Top Sellers
| 1 |
LPL Financial
San Diego,
California
|
-$8.34M |
| 2 |
Morgan Stanley
New York
|
-$7.16M |
| 3 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$1.54M |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$1.34M |
| 5 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$1.17M |
FTA Hedge Fund Activity: Q2 2022 in Review
161 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Value AlphaDEX Fund (FTA) for Q2 2022, worth a combined $759M — down 10% from $847M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new FTA positions and 15 closed out — a net gain of 3 holders — while 57 added to existing stakes and 64 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $7.63M. The largest seller was LPL Financial, cutting an estimated $8.34M.
- 161 institutional investors held First Trust Large Cap Value AlphaDEX Fund (FTA) as of Q2 2022, up from 158 in Q1 2022.
- Funds reported $759M of First Trust Large Cap Value AlphaDEX Fund stock for Q2 2022, down 10% quarter-over-quarter.
- 18 funds opened new First Trust Large Cap Value AlphaDEX Fund positions in Q2 2022 and 15 closed out, a net change of +3 holders.
- The largest First Trust Large Cap Value AlphaDEX Fund buyer in Q2 2022 was Osaic Holdings, an estimated $7.63M added.
- The largest First Trust Large Cap Value AlphaDEX Fund seller in Q2 2022 was LPL Financial, an estimated $8.34M sold.
Based on aggregated 13F filings for Q2 2022.