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First Trust Large Cap Growth AlphaDEX Fund

104 hedge funds and large institutions have $598M invested in First Trust Large Cap Growth AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 48 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 32

18% more capital invested

Capital invested by funds: $509M → $598M (+$89.2M)

0.89% more ownership

Funds ownership: 61.99%62.89% (+0.89%)

5% less funds holding

Funds holding: 110104 (-6)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
104
Holders Change
-6
Holders Change %
-5.45%
% of All Funds
2.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
48
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFH
101
NEXT Financial Holdings
Texas
$4K +$3.81K +60 New
TAIM
102
TD Ameritrade Investment Management
Nebraska
$2K -$698 -11 -26%
PA
103
Parallel Advisors
California
$2K
Jane Street
104
Jane Street
New York
-$5.14M -89,644 Closed
PGA
105
Premia Global Advisors
Florida
-$4.11M -71,842 Closed
Citadel Advisors
106
Citadel Advisors
Florida
-$3.5M -60,981 Closed
CS
107
Credit Suisse
Switzerland
-$2.08M -36,358 Closed
LA
108
LexAurum Advisors
Kansas
-$1.67M -29,090 Closed
Ameriprise
109
Ameriprise
Minnesota
-$1.31M -22,925 Closed
AIC
110
Ameritas Investment Company
Nebraska
-$1.18M -20,492 Closed
TRCT
111
Tower Research Capital (TRC)
New York
-$1.16M -20,161 Closed
GFPC
112
Global Financial Private Capital
Florida
-$394K -6,871 Closed
Comerica Bank
113
Comerica Bank
Texas
-$361K -5,913 Closed
VF
114
Virtu Financial
New York
-$238K -4,152 Closed
MOS
115
MGO One Seven
Ohio
-$55K -972 Closed

FTC Hedge Fund Activity: Q1 2019 in Review

104 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q1 2019, worth a combined $598M — up 18% from $509M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of FTC and 7 opened new positions — a net loss of 5 holders — while 32 trimmed existing stakes and 48 added.

The largest buyer was Morgan Stanley, adding an estimated $8.42M. The largest seller was Susquehanna International Group, cutting an estimated $7.02M.

  • 104 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q1 2019, down from 110 in Q4 2018.
  • Funds reported $598M of First Trust Large Cap Growth AlphaDEX Fund stock for Q1 2019, up 18% quarter-over-quarter.
  • 7 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q1 2019 and 12 closed out, a net change of -5 holders.
  • The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q1 2019 was Morgan Stanley, an estimated $8.42M added.
  • The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q1 2019 was Susquehanna International Group, an estimated $7.02M sold.

Based on aggregated 13F filings for Q1 2019.