First Trust Large Cap Growth AlphaDEX Fund
64 hedge funds and large institutions have $436M invested in First Trust Large Cap Growth AlphaDEX Fund in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 16 reducing their positions, and 7 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
94% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 16
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
23% more capital invested
Capital invested by funds: $356M → $436M (+$80.6M)
3.45% more ownership
Funds ownership: 57.36% → 60.81% (+3.4%)
3% more funds holding
Funds holding: 62 → 64 (+2)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $251K
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$27.6M |
| 2 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$17.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$8.33M |
| 4 |
Morgan Stanley
New York
|
+$7.39M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$4.19M |
Top Sellers
| 1 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
-$5.02M |
| 2 |
HA
Hays Advisory
Franklin,
Tennessee
|
-$3.65M |
| 3 |
SIM
SSI Investment Management
Los Angeles,
California
|
-$3.02M |
| 4 |
Jane Street
New York
|
-$2.42M |
| 5 |
FHA
First Horizon Advisors
Memphis,
Tennessee
|
-$1.76M |
FTC Hedge Fund Activity: Q4 2015 in Review
64 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q4 2015, worth a combined $436M — up 23% from $356M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FTC positions and 7 closed out — a net gain of 3 holders — while 31 added to existing stakes and 16 trimmed.
The largest buyer was LPL Financial, adding an estimated $27.6M. The largest seller was Shamrock Asset Management, cutting an estimated $5.02M.
- 64 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q4 2015, up from 62 in Q3 2015.
- Funds reported $436M of First Trust Large Cap Growth AlphaDEX Fund stock for Q4 2015, up 23% quarter-over-quarter.
- 10 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q4 2015 and 7 closed out, a net change of +3 holders.
- The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q4 2015 was LPL Financial, an estimated $27.6M added.
- The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q4 2015 was Shamrock Asset Management, an estimated $5.02M sold.
Based on aggregated 13F filings for Q4 2015.