First Trust Large Cap Growth AlphaDEX Fund
63 hedge funds and large institutions have $356M invested in First Trust Large Cap Growth AlphaDEX Fund in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 13 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
154% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 13
10% more capital invested
Capital invested by funds: $323M → $356M (+$33M)
9% more funds holding
Funds holding: 58 → 63 (+5)
3.38% more ownership
Funds ownership: 54.06% → 57.44% (+3.4%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
12% less call options, than puts
Call options by funds: $210K | Put options by funds: $238K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$16.3M |
| 2 |
Morgan Stanley
New York
|
+$10.3M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.8M |
| 4 |
HA
Hays Advisory
Franklin,
Tennessee
|
+$4.85M |
| 5 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$4.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$4.99M |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
-$4.32M |
| 3 |
AIM
Advantage Investment Management
Cedar Rapids,
Iowa
|
-$801K |
| 4 |
FHA
First Horizon Advisors
Memphis,
Tennessee
|
-$460K |
| 5 |
SG Americas Securities
New York
|
-$444K |
FTC Hedge Fund Activity: Q3 2015 in Review
63 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q3 2015, worth a combined $356M — up 10% from $323M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FTC positions and 3 closed out — a net gain of 7 holders — while 33 added to existing stakes and 13 trimmed.
The largest buyer was Wells Fargo, adding an estimated $16.3M. The largest seller was Goldman Sachs, cutting an estimated $4.99M.
- 63 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q3 2015, up from 58 in Q2 2015.
- Funds reported $356M of First Trust Large Cap Growth AlphaDEX Fund stock for Q3 2015, up 10% quarter-over-quarter.
- 10 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q3 2015 and 3 closed out, a net change of +7 holders.
- The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q3 2015 was Wells Fargo, an estimated $16.3M added.
- The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q3 2015 was Goldman Sachs, an estimated $4.99M sold.
Based on aggregated 13F filings for Q3 2015.