First Trust Large Cap Growth AlphaDEX Fund
148 hedge funds and large institutions have $652M invested in First Trust Large Cap Growth AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 69 reducing their positions, and 10 closing their positions.
60% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 10
3% more funds holding
Funds holding: 143 → 148 (+5)
1.02% less ownership
Funds ownership: 63.32% → 62.3% (-1%)
7% less capital invested
Capital invested by funds: $704M → $652M (-$52.1M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
51% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 69
Top Buyers
Top Sellers
| 1 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$15.8M |
| 2 |
Morgan Stanley
New York
|
-$13.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$10.5M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.84M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$3.56M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TFA
151
Transamerica Financial Advisors
St. Petersburg,
Florida
| $2K | -$48.7K | -492 | -96% |
|
|
HIS
152
Harvest Investment Services
Oakbrook Terrace,
Illinois
| – | -$2.33M | -24,136 | Closed |
|
|
MIM
153
MTM Investment Management
Spartanburg,
South Carolina
| – | -$1.11M | -11,482 | Closed |
|
|
HR
154
Hayden Royal
Charlotte,
North Carolina
| – | -$723K | -7,481 | Closed |
|
155
M&T Bank
Buffalo,
New York
| – | -$491K | -5,079 | Closed |
|
|
ASN
156
Advisory Services Network
Atlanta,
Georgia
| – | -$245K | -2,537 | Closed |
|
|
VF
157
Virtu Financial
New York
| – | -$238K | -2,461 | Closed |
|
|
FTUS
158
Flow Traders U.S.
New York
| – | -$210K | -2,175 | Closed |
|
|
BSSFA
159
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| – | -$196K | -2,033 | Closed |
|
|
ICP
160
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| – | -$17K | -183 | Closed |
|
|
FWM
161
ForthRight Wealth Management
Alpharetta,
Georgia
| – | -$16K | -163 | Closed |
|
FTC Hedge Fund Activity: Q1 2021 in Review
148 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q1 2021, worth a combined $652M — down 7.4% from $704M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new FTC positions and 10 closed out — a net gain of 6 holders — while 34 added to existing stakes and 69 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $6.45M. The largest seller was Money Concepts Capital, cutting an estimated $15.8M.
- 148 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q1 2021, up from 143 in Q4 2020.
- Funds reported $652M of First Trust Large Cap Growth AlphaDEX Fund stock for Q1 2021, down 7.4% quarter-over-quarter.
- 16 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q1 2021 and 10 closed out, a net change of +6 holders.
- The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q1 2021 was AE Wealth Management, an estimated $6.45M added.
- The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q1 2021 was Money Concepts Capital, an estimated $15.8M sold.
Based on aggregated 13F filings for Q1 2021.