First Trust Large Cap Growth AlphaDEX Fund
128 hedge funds and large institutions have $700M invested in First Trust Large Cap Growth AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 37 reducing their positions, and 11 closing their positions.
155% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 11
35% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 37
13% more funds holding
Funds holding: 113 → 128 (+15)
6% more capital invested
Capital invested by funds: $659M → $700M (+$41M)
0.96% more ownership
Funds ownership: 63.87% → 64.84% (+0.96%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$4.86M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.83M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.69M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$1.64M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$13.5M |
| 2 |
Morgan Stanley
New York
|
-$4.41M |
| 3 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$3.43M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.7M |
| 5 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$1.54M |
FTC Hedge Fund Activity: Q4 2019 in Review
128 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q4 2019, worth a combined $700M — up 6.2% from $659M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new FTC positions and 11 closed out — a net gain of 17 holders — while 50 added to existing stakes and 37 trimmed.
The largest buyer was Avantax Advisory Services, opening a new position worth an estimated $4.86M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $13.5M.
- 128 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q4 2019, up from 113 in Q3 2019.
- Funds reported $700M of First Trust Large Cap Growth AlphaDEX Fund stock for Q4 2019, up 6.2% quarter-over-quarter.
- 28 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q4 2019 and 11 closed out, a net change of +17 holders.
- The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q4 2019 was Avantax Advisory Services, an estimated $4.86M added.
- The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q4 2019 was Raymond James Financial Services Advisors, an estimated $13.5M sold.
Based on aggregated 13F filings for Q4 2019.