First Trust Large Cap Growth AlphaDEX Fund
167 hedge funds and large institutions have $768M invested in First Trust Large Cap Growth AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 67 increasing their positions, 57 reducing their positions, and 11 closing their positions.
94% more call options, than puts
Call options by funds: $558K | Put options by funds: $288K
73% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 11
29% more capital invested
Capital invested by funds: $595M → $768M (+$173M)
18% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 57
1% more funds holding
Funds holding: 165 → 167 (+2)
1.13% more ownership
Funds ownership: 67.35% → 68.48% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$16.5M |
| 2 |
AT
Arden Trust
Wilmington,
Delaware
|
+$11.2M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$6.52M |
| 4 |
Morgan Stanley
New York
|
+$4.88M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$2.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$4.38M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$3.57M |
| 3 |
CAM
Concorde Asset Management
Ann Arbor,
Michigan
|
-$2.74M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$2.56M |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
-$1.67M |
FTC Hedge Fund Activity: Q1 2023 in Review
167 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q1 2023, worth a combined $768M — up 29% from $595M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new FTC positions and 11 closed out — a net gain of 8 holders — while 67 added to existing stakes and 57 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $16.5M. The largest seller was Citadel Advisors, exiting entirely with an estimated $4.38M sold.
- 167 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q1 2023, up from 165 in Q4 2022.
- Funds reported $768M of First Trust Large Cap Growth AlphaDEX Fund stock for Q1 2023, up 29% quarter-over-quarter.
- 19 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q1 2023 and 11 closed out, a net change of +8 holders.
- The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q1 2023 was Cambridge Investment Research Advisors, an estimated $16.5M added.
- The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q1 2023 was Citadel Advisors, an estimated $4.38M sold.
Based on aggregated 13F filings for Q1 2023.