First Trust Large Cap Growth AlphaDEX Fund
27 hedge funds and large institutions have $76.7M invested in First Trust Large Cap Growth AlphaDEX Fund in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 3 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 6
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
20% more capital invested
Capital invested by funds: $63.8M → $76.7M (+$12.9M)
4% more funds holding
Funds holding: 26 → 27 (+1)
0.65% more ownership
Funds ownership: 42.74% → 43.39% (+0.65%)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$3.75M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.92M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.71M |
| 4 |
AIG
American International Group
New York
|
+$1.48M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.23M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $44K | +$36.4K | +1,003 | +548% |
|
27
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $28K | +$14.6K | +403 | +100% |
|
|
SNC
28
Stifel Nicolaus & Co
St Louis,
Missouri
| – | -$604K | -17,400 | Closed |
|
|
FHC
29
First Heartland Consultants
Lake St. Louis,
Missouri
| – | -$96K | -2,759 | Closed |
|
|
BIT
30
BlackRock Institutional Trust
San Francisco,
California
| – | -$7K | -200 | Closed |
|
FTC Hedge Fund Activity: Q3 2013 in Review
27 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q3 2013, worth a combined $76.7M — up 20% from $63.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FTC positions and 3 closed out — a net gain of 1 holder — while 14 added to existing stakes and 6 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.75M. The largest seller was First Trust Advisors, cutting an estimated $3M.
- 27 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q3 2013, up from 26 in Q2 2013.
- Funds reported $76.7M of First Trust Large Cap Growth AlphaDEX Fund stock for Q3 2013, up 20% quarter-over-quarter.
- 4 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q3 2013 and 3 closed out, a net change of +1 holder.
- The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q3 2013 was Morgan Stanley, an estimated $3.75M added.
- The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q3 2013 was First Trust Advisors, an estimated $3M sold.
Based on aggregated 13F filings for Q3 2013.