First Trust Large Cap Growth AlphaDEX Fund
59 hedge funds and large institutions have $279M invested in First Trust Large Cap Growth AlphaDEX Fund in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 1 closing their positions.
1,100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 1
125% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 12
21% more capital invested
Capital invested by funds: $231M → $279M (+$47.6M)
20% more funds holding
Funds holding: 49 → 59 (+10)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2.99% less ownership
Funds ownership: 59.01% → 56.02% (-3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$8.82M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$3.48M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.17M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
-$4.83M |
| 2 |
VF
Virtu Financial
New York
|
-$1.77M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.59M |
| 4 |
HA
Hays Advisory
Franklin,
Tennessee
|
-$1.2M |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$1.16M |
FTC Hedge Fund Activity: Q4 2014 in Review
59 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q4 2014, worth a combined $279M — up 21% from $231M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FTC positions and 1 closed out — a net gain of 11 holders — while 27 added to existing stakes and 12 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $10.5M. The largest seller was Shamrock Asset Management, cutting an estimated $4.83M.
- 59 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q4 2014, up from 49 in Q3 2014.
- Funds reported $279M of First Trust Large Cap Growth AlphaDEX Fund stock for Q4 2014, up 21% quarter-over-quarter.
- 12 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q4 2014 and 1 closed out, a net change of +11 holders.
- The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q4 2014 was Morgan Stanley, an estimated $10.5M added.
- The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q4 2014 was Shamrock Asset Management, an estimated $4.83M sold.
Based on aggregated 13F filings for Q4 2014.