First Trust Large Cap Growth AlphaDEX Fund
127 hedge funds and large institutions have $576M invested in First Trust Large Cap Growth AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 54 reducing their positions, and 11 closing their positions.
45% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 11
23% more capital invested
Capital invested by funds: $469M → $576M (+$107M)
3% more funds holding
Funds holding: 123 → 127 (+4)
0.79% more ownership
Funds ownership: 61.09% → 61.88% (+0.79%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
22% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 54
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$7.95M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$7.68M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$2.86M |
| 4 |
LWS
Lucia Wealth Services
San Diego,
California
|
+$1.52M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$6.15M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.24M |
| 3 |
SF
Synovus Financial
Columbus,
Georgia
|
-$4.91M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$4.39M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$3.58M |
FTC Hedge Fund Activity: Q2 2020 in Review
127 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q2 2020, worth a combined $576M — up 23% from $469M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new FTC positions and 11 closed out — a net gain of 5 holders — while 42 added to existing stakes and 54 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $7.95M. The largest seller was Wells Fargo, cutting an estimated $6.15M.
- 127 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q2 2020, up from 123 in Q1 2020.
- Funds reported $576M of First Trust Large Cap Growth AlphaDEX Fund stock for Q2 2020, up 23% quarter-over-quarter.
- 16 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q2 2020 and 11 closed out, a net change of +5 holders.
- The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q2 2020 was AE Wealth Management, an estimated $7.95M added.
- The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q2 2020 was Wells Fargo, an estimated $6.15M sold.
Based on aggregated 13F filings for Q2 2020.