First Trust Large Cap Growth AlphaDEX Fund
72 hedge funds and large institutions have $361M invested in First Trust Large Cap Growth AlphaDEX Fund in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 3 closing their positions.
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
38% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 21
13% more funds holding
Funds holding: 64 → 72 (+8)
1% less capital invested
Capital invested by funds: $364M → $361M (-$2.5M)
4.48% less ownership
Funds ownership: 61.98% → 57.5% (-4.5%)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.79M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$1.82M |
| 3 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$1.71M |
| 4 |
SG Americas Securities
New York
|
+$1.61M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$19.1M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$10.6M |
| 3 |
LPL Financial
San Diego,
California
|
-$4.83M |
| 4 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$4.35M |
| 5 |
Morgan Stanley
New York
|
-$1.27M |
FTC Hedge Fund Activity: Q1 2017 in Review
72 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q1 2017, worth a combined $361M — down 0.69% from $364M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FTC positions and 3 closed out — a net gain of 9 holders — while 29 added to existing stakes and 21 trimmed.
The largest buyer was MML Investors Services, opening a new position worth an estimated $2.79M. The largest seller was Jaffetilchin Investment Partners, cutting an estimated $19.1M.
- 72 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q1 2017, up from 64 in Q4 2016.
- Funds reported $361M of First Trust Large Cap Growth AlphaDEX Fund stock for Q1 2017, down 0.69% quarter-over-quarter.
- 12 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q1 2017 and 3 closed out, a net change of +9 holders.
- The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q1 2017 was MML Investors Services, an estimated $2.79M added.
- The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q1 2017 was Jaffetilchin Investment Partners, an estimated $19.1M sold.
Based on aggregated 13F filings for Q1 2017.