First Trust Large Cap Value AlphaDEX Fund
183 hedge funds and large institutions have $805M invested in First Trust Large Cap Value AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 61 increasing their positions, 77 reducing their positions, and 16 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1% less funds holding
Funds holding: 185 → 183 (-2)
1.95% less ownership
Funds ownership: 71.97% → 70.02% (-2%)
13% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 16
21% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 77
50% less capital inflows, than outflows
Capital inflows: $35.8M | Capital outflows: $71.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$4.31M |
| 2 |
Iams Wealth Management
Omaha,
Nebraska
|
+$4.3M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.43M |
| 4 |
AssetMark Inc
Concord,
California
|
+$2.26M |
| 5 |
Holistic Financial Partners
Indianapolis,
Indiana
|
+$1.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$15.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$13M |
| 3 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$6.42M |
| 4 |
Coppell Advisory Solutions
Coppell,
Texas
|
-$4.54M |
| 5 |
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$3.15M |
FTA Hedge Fund Activity: Q3 2023 in Review
183 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Value AlphaDEX Fund (FTA) for Q3 2023, worth a combined $805M — down 6.8% from $864M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of FTA and 14 opened new positions — a net loss of 2 holders — while 77 trimmed existing stakes and 61 added.
The largest buyer was Kingsview Wealth Management, adding an estimated $4.31M. The largest seller was Morgan Stanley, cutting an estimated $15.4M.
- 183 institutional investors held First Trust Large Cap Value AlphaDEX Fund (FTA) as of Q3 2023, down from 185 in Q2 2023.
- Funds reported $805M of First Trust Large Cap Value AlphaDEX Fund stock for Q3 2023, down 6.8% quarter-over-quarter.
- 14 funds opened new First Trust Large Cap Value AlphaDEX Fund positions in Q3 2023 and 16 closed out, a net change of -2 holders.
- The largest First Trust Large Cap Value AlphaDEX Fund buyer in Q3 2023 was Kingsview Wealth Management, an estimated $4.31M added.
- The largest First Trust Large Cap Value AlphaDEX Fund seller in Q3 2023 was Morgan Stanley, an estimated $15.4M sold.
Based on aggregated 13F filings for Q3 2023.