First Trust Large Cap Value AlphaDEX Fund
199 hedge funds and large institutions have $817M invested in First Trust Large Cap Value AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 91 reducing their positions, and 18 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
1.61% less ownership
Funds ownership: 71.59% → 69.99% (-1.6%)
3% less funds holding
Funds holding: 205 → 199 (-6)
8% less capital invested
Capital invested by funds: $888M → $817M (-$70.8M)
11% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 18
37% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 91
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kaydan Wealth Management
Fenton,
Michigan
|
+$6.82M |
| 2 |
AssetMark Inc
Concord,
California
|
+$1.85M |
| 3 |
WEG
World Equity Group
Schaumburg,
Illinois
|
+$1.22M |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$808K |
| 5 |
GS
GTS Securities
Miami,
Florida
|
+$774K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$4.69M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.44M |
| 3 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$3.29M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.16M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.36M |
FTA Hedge Fund Activity: Q2 2024 in Review
199 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Value AlphaDEX Fund (FTA) for Q2 2024, worth a combined $817M — down 8% from $888M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of FTA and 16 opened new positions — a net loss of 2 holders — while 91 trimmed existing stakes and 57 added.
The largest buyer was Kaydan Wealth Management, adding an estimated $6.82M. The largest seller was LPL Financial, cutting an estimated $4.69M.
- 199 institutional investors held First Trust Large Cap Value AlphaDEX Fund (FTA) as of Q2 2024, down from 205 in Q1 2024.
- Funds reported $817M of First Trust Large Cap Value AlphaDEX Fund stock for Q2 2024, down 8% quarter-over-quarter.
- 16 funds opened new First Trust Large Cap Value AlphaDEX Fund positions in Q2 2024 and 18 closed out, a net change of -2 holders.
- The largest First Trust Large Cap Value AlphaDEX Fund buyer in Q2 2024 was Kaydan Wealth Management, an estimated $6.82M added.
- The largest First Trust Large Cap Value AlphaDEX Fund seller in Q2 2024 was LPL Financial, an estimated $4.69M sold.
Based on aggregated 13F filings for Q2 2024.