First Trust Large Cap Value AlphaDEX Fund
205 hedge funds and large institutions have $849M invested in First Trust Large Cap Value AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 57 increasing their positions, 94 reducing their positions, and 7 closing their positions.
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
3% more funds holding
Funds holding: 199 → 205 (+6)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0.13% less ownership
Funds ownership: 69.99% → 69.86% (-0.13%)
39% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 94
60% less capital inflows, than outflows
Capital inflows: $16.4M | Capital outflows: $41.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Benjamin Edwards Inc
Clayton,
Missouri
|
+$2.68M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.35M |
| 3 |
Jane Street
New York
|
+$1.1M |
| 4 |
AssetMark Inc
Concord,
California
|
+$985K |
| 5 |
Goldman Sachs
New York
|
+$901K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$7.7M |
| 2 |
Morgan Stanley
New York
|
-$3.52M |
| 3 |
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$2.77M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2.46M |
FTA Hedge Fund Activity: Q3 2024 in Review
205 of the 6,987 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Value AlphaDEX Fund (FTA) for Q3 2024, worth a combined $849M — up 3.9% from $817M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FTA positions and 7 closed out — a net gain of 8 holders — while 57 added to existing stakes and 94 trimmed.
The largest buyer was Benjamin Edwards Inc, adding an estimated $2.68M. The largest seller was UBS Group, cutting an estimated $7.7M.
- 205 institutional investors held First Trust Large Cap Value AlphaDEX Fund (FTA) as of Q3 2024, up from 199 in Q2 2024.
- Funds reported $849M of First Trust Large Cap Value AlphaDEX Fund stock for Q3 2024, up 3.9% quarter-over-quarter.
- 15 funds opened new First Trust Large Cap Value AlphaDEX Fund positions in Q3 2024 and 7 closed out, a net change of +8 holders.
- The largest First Trust Large Cap Value AlphaDEX Fund buyer in Q3 2024 was Benjamin Edwards Inc, an estimated $2.68M added.
- The largest First Trust Large Cap Value AlphaDEX Fund seller in Q3 2024 was UBS Group, an estimated $7.7M sold.
Based on aggregated 13F filings for Q3 2024.