First Trust Large Cap Growth AlphaDEX Fund
155 hedge funds and large institutions have $538M invested in First Trust Large Cap Growth AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 64 reducing their positions, and 26 closing their positions.
0.46% more ownership
Funds ownership: 63.01% → 63.47% (+0.46%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less funds holding
Funds holding: 168 → 155 (-13)
17% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 64
18% less capital invested
Capital invested by funds: $654M → $538M (-$116M)
50% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 26
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.05M
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$7.82M |
| 2 |
CI
CX Institutional
Auburn,
Indiana
|
+$7.5M |
| 3 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
+$6.59M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.32M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.8M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
C
176
CEDRUS
Littleton,
Colorado
| – | -$205K | -1,919 | Closed |
|
|
SF
177
Synovus Financial
Columbus,
Georgia
| – | -$201K | -1,882 | Closed |
|
|
BAM
178
Belpointe Asset Management
Reno,
Nevada
| – | -$125K | -1,171 | Closed |
|
179
Koshinski Asset Management
Decatur,
Illinois
| – | -$115K | -1,078 | Closed |
|
|
PFS
180
Prospera Financial Services
Dallas,
Texas
| – | -$48K | -449 | Closed |
|
|
LAS
181
Lloyd Advisory Services
Suwanee,
Georgia
| – | -$13K | -126 | Closed |
|
FTC Hedge Fund Activity: Q2 2022 in Review
155 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q2 2022, worth a combined $538M — down 18% from $654M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of FTC and 13 opened new positions — a net loss of 13 holders — while 64 trimmed existing stakes and 53 added.
The largest buyer was Morgan Stanley, adding an estimated $7.82M. The largest seller was GeoWealth Management, exiting entirely with an estimated $16.5M sold.
- 155 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q2 2022, down from 168 in Q1 2022.
- Funds reported $538M of First Trust Large Cap Growth AlphaDEX Fund stock for Q2 2022, down 18% quarter-over-quarter.
- 13 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q2 2022 and 26 closed out, a net change of -13 holders.
- The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q2 2022 was Morgan Stanley, an estimated $7.82M added.
- The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q2 2022 was GeoWealth Management, an estimated $16.5M sold.
Based on aggregated 13F filings for Q2 2022.