First Trust Large Cap Growth AlphaDEX Fund
101 hedge funds and large institutions have $568M invested in First Trust Large Cap Growth AlphaDEX Fund in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 21 reducing their positions, and 5 closing their positions.
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
124% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 21
26% more capital invested
Capital invested by funds: $451M → $568M (+$118M)
24.3% more ownership
Funds ownership: 58.92% → 83.22% (+24%)
7% more funds holding
Funds holding: 94 → 101 (+7)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$203M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$11.4M |
| 3 |
Morgan Stanley
New York
|
+$10.5M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$7.14M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$6.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$4.47M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$3.5M |
| 3 |
RWMH
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
-$2.78M |
| 4 |
Jane Street
New York
|
-$1.35M |
| 5 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$369K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
101
Almanack Investment Partners
Wayne,
Pennsylvania
| – | -$369K | -5,778 | Closed |
|
|
CS
102
Credit Suisse
Zurich,
Switzerland
| – | -$258K | -4,044 | Closed |
|
|
AF
103
Allworth Financial
Folsom,
California
| – | -$11K | -175 | Closed |
|
|
ACM
104
Aviance Capital Management
Sarasota,
Florida
| – | -$8K | -128 | Closed |
|
105
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$6K | -87 | Closed |
|
FTC Hedge Fund Activity: Q2 2018 in Review
101 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q2 2018, worth a combined $568M — up 26% from $451M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new FTC positions and 5 closed out — a net gain of 9 holders — while 47 added to existing stakes and 21 trimmed.
The largest buyer was Cornerstone Wealth Management, adding an estimated $203M. The largest seller was Goldman Sachs, cutting an estimated $4.47M.
- 101 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q2 2018, up from 94 in Q1 2018.
- Funds reported $568M of First Trust Large Cap Growth AlphaDEX Fund stock for Q2 2018, up 26% quarter-over-quarter.
- 14 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q2 2018 and 5 closed out, a net change of +9 holders.
- The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $203M added.
- The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q2 2018 was Goldman Sachs, an estimated $4.47M sold.
Based on aggregated 13F filings for Q2 2018.