First Trust Large Cap Growth AlphaDEX Fund
49 hedge funds and large institutions have $231M invested in First Trust Large Cap Growth AlphaDEX Fund in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
83% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 12
55% more capital invested
Capital invested by funds: $149M → $231M (+$81.5M)
20% more funds holding
Funds holding: 41 → 49 (+8)
9.58% more ownership
Funds ownership: 49.43% → 59.01% (+9.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
+$28.5M |
| 2 |
HA
Hays Advisory
Franklin,
Tennessee
|
+$22M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$8.14M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$7.59M |
| 5 |
Morgan Stanley
New York
|
+$6.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.09M |
| 2 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$278K |
| 3 |
JP Morgan Chase
New York
|
-$201K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$153K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$109K |
FTC Hedge Fund Activity: Q3 2014 in Review
49 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q3 2014, worth a combined $231M — up 55% from $149M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FTC positions and 2 closed out — a net gain of 8 holders — while 22 added to existing stakes and 12 trimmed.
The largest buyer was Shamrock Asset Management, opening a new position worth an estimated $28.5M. The largest seller was Royal Bank of Canada, cutting an estimated $1.09M.
- 49 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q3 2014, up from 41 in Q2 2014.
- Funds reported $231M of First Trust Large Cap Growth AlphaDEX Fund stock for Q3 2014, up 55% quarter-over-quarter.
- 10 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q3 2014 and 2 closed out, a net change of +8 holders.
- The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q3 2014 was Shamrock Asset Management, an estimated $28.5M added.
- The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q3 2014 was Royal Bank of Canada, an estimated $1.09M sold.
Based on aggregated 13F filings for Q3 2014.