First Trust Large Cap Growth AlphaDEX Fund
165 hedge funds and large institutions have $595M invested in First Trust Large Cap Growth AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 12 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
50% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 12
14% more capital invested
Capital invested by funds: $524M → $595M (+$71.5M)
3.76% more ownership
Funds ownership: 63.6% → 67.35% (+3.8%)
3% more funds holding
Funds holding: 160 → 165 (+5)
10% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 60
45% less call options, than puts
Call options by funds: $868K | Put options by funds: $1.59M
Top Buyers
Top Sellers
| 1 |
JAWM
J. Arnold Wealth Management
Youngstown,
Ohio
|
-$8.63M |
| 2 |
CI
CX Institutional
Auburn,
Indiana
|
-$3.85M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.57M |
| 5 |
Jane Street
New York
|
-$2.35M |
FTC Hedge Fund Activity: Q4 2022 in Review
165 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q4 2022, worth a combined $595M — up 14% from $524M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new FTC positions and 12 closed out — a net gain of 6 holders — while 54 added to existing stakes and 60 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $5.36M. The largest seller was J. Arnold Wealth Management, exiting entirely with an estimated $8.63M sold.
- 165 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q4 2022, up from 160 in Q3 2022.
- Funds reported $595M of First Trust Large Cap Growth AlphaDEX Fund stock for Q4 2022, up 14% quarter-over-quarter.
- 18 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q4 2022 and 12 closed out, a net change of +6 holders.
- The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q4 2022 was Cetera Investment Advisers, an estimated $5.36M added.
- The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q4 2022 was J. Arnold Wealth Management, an estimated $8.63M sold.
Based on aggregated 13F filings for Q4 2022.