First Trust Large Cap Growth AlphaDEX Fund
63 hedge funds and large institutions have $390M invested in First Trust Large Cap Growth AlphaDEX Fund in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 11 closing their positions.
9% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 23
9% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 11
1.3% less ownership
Funds ownership: 60.81% → 59.51% (-1.3%)
2% less funds holding
Funds holding: 64 → 63 (-1)
11% less capital invested
Capital invested by funds: $436M → $390M (-$46.1M)
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Top Buyers
| 1 |
Goldman Sachs
New York
|
+$9.21M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$6.71M |
| 3 |
SG Americas Securities
New York
|
+$6.39M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.4M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$3.22M |
Top Sellers
FTC Hedge Fund Activity: Q1 2016 in Review
63 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q1 2016, worth a combined $390M — down 11% from $436M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of FTC and 10 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 21 added.
The largest buyer was Goldman Sachs, adding an estimated $9.21M. The largest seller was Hays Advisory, exiting entirely with an estimated $23.5M sold.
- 63 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q1 2016, down from 64 in Q4 2015.
- Funds reported $390M of First Trust Large Cap Growth AlphaDEX Fund stock for Q1 2016, down 11% quarter-over-quarter.
- 10 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q1 2016 and 11 closed out, a net change of -1 holder.
- The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q1 2016 was Goldman Sachs, an estimated $9.21M added.
- The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q1 2016 was Hays Advisory, an estimated $23.5M sold.
Based on aggregated 13F filings for Q1 2016.