First Trust Large Cap Growth AlphaDEX Fund
143 hedge funds and large institutions have $704M invested in First Trust Large Cap Growth AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 34 increasing their positions, 67 reducing their positions, and 10 closing their positions.
140% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 10
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
13% more capital invested
Capital invested by funds: $624M → $704M (+$80.6M)
9% more funds holding
Funds holding: 131 → 143 (+12)
1.35% more ownership
Funds ownership: 61.97% → 63.32% (+1.4%)
49% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 67
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$7.03M |
| 2 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$3.15M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.52M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.3M |
| 5 |
CWS
Cypress Wealth Services
Palm Desert,
California
|
+$2.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$11.6M |
| 2 |
SG
Strid Group
Newtown Square,
Pennsylvania
|
-$7.52M |
| 3 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$7.29M |
| 4 |
WI
Wintrust Investments
Chicago,
Illinois
|
-$5.3M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$4.23M |
FTC Hedge Fund Activity: Q4 2020 in Review
143 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q4 2020, worth a combined $704M — up 13% from $624M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new FTC positions and 10 closed out — a net gain of 14 holders — while 34 added to existing stakes and 67 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $7.03M. The largest seller was Morgan Stanley, cutting an estimated $11.6M.
- 143 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q4 2020, up from 131 in Q3 2020.
- Funds reported $704M of First Trust Large Cap Growth AlphaDEX Fund stock for Q4 2020, up 13% quarter-over-quarter.
- 24 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q4 2020 and 10 closed out, a net change of +14 holders.
- The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q4 2020 was First Trust Advisors, an estimated $7.03M added.
- The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q4 2020 was Morgan Stanley, an estimated $11.6M sold.
Based on aggregated 13F filings for Q4 2020.