First Trust Large Cap Value AlphaDEX Fund
195 hedge funds and large institutions have $817M invested in First Trust Large Cap Value AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 88 reducing their positions, and 14 closing their positions.
93% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 14
7% more funds holding
Funds holding: 183 → 195 (+12)
2% more capital invested
Capital invested by funds: $805M → $817M (+$12.3M)
0.08% more ownership
Funds ownership: 70.02% → 70.1% (+0.08%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
38% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 88
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$4.73M |
| 2 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$3.52M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.2M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.34M |
| 5 |
Goldman Sachs
New York
|
+$1.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$18M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$9.56M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.98M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$5.65M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$3.91M |
FTA Hedge Fund Activity: Q4 2023 in Review
195 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Value AlphaDEX Fund (FTA) for Q4 2023, worth a combined $817M — up 1.5% from $805M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new FTA positions and 14 closed out — a net gain of 13 holders — while 55 added to existing stakes and 88 trimmed.
The largest buyer was Kingsview Wealth Management, adding an estimated $4.73M. The largest seller was Morgan Stanley, cutting an estimated $18M.
- 195 institutional investors held First Trust Large Cap Value AlphaDEX Fund (FTA) as of Q4 2023, up from 183 in Q3 2023.
- Funds reported $817M of First Trust Large Cap Value AlphaDEX Fund stock for Q4 2023, up 1.5% quarter-over-quarter.
- 27 funds opened new First Trust Large Cap Value AlphaDEX Fund positions in Q4 2023 and 14 closed out, a net change of +13 holders.
- The largest First Trust Large Cap Value AlphaDEX Fund buyer in Q4 2023 was Kingsview Wealth Management, an estimated $4.73M added.
- The largest First Trust Large Cap Value AlphaDEX Fund seller in Q4 2023 was Morgan Stanley, an estimated $18M sold.
Based on aggregated 13F filings for Q4 2023.