First Trust Large Cap Growth AlphaDEX Fund
41 hedge funds and large institutions have $149M invested in First Trust Large Cap Growth AlphaDEX Fund in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
21% more funds holding
Funds holding: 34 → 41 (+7)
16% more capital invested
Capital invested by funds: $129M → $149M (+$20.9M)
3.46% more ownership
Funds ownership: 45.97% → 49.43% (+3.5%)
7% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 14
Top Buyers
Top Sellers
| 1 |
Citigroup
New York
|
-$2.03M |
| 2 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
-$1.1M |
| 3 |
Morgan Stanley
New York
|
-$643K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$482K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$406K |
FTC Hedge Fund Activity: Q2 2014 in Review
41 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q2 2014, worth a combined $149M — up 16% from $129M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FTC positions and 2 closed out — a net gain of 7 holders — while 13 added to existing stakes and 14 trimmed.
The largest buyer was First Horizon Advisors, opening a new position worth an estimated $8.24M. The largest seller was Citigroup, cutting an estimated $2.03M.
- 41 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q2 2014, up from 34 in Q1 2014.
- Funds reported $149M of First Trust Large Cap Growth AlphaDEX Fund stock for Q2 2014, up 16% quarter-over-quarter.
- 9 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q2 2014 and 2 closed out, a net change of +7 holders.
- The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q2 2014 was First Horizon Advisors, an estimated $8.24M added.
- The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q2 2014 was Citigroup, an estimated $2.03M sold.
Based on aggregated 13F filings for Q2 2014.