First Trust Large Cap Growth AlphaDEX Fund
64 hedge funds and large institutions have $377M invested in First Trust Large Cap Growth AlphaDEX Fund in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 5 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
2% more funds holding
Funds holding: 63 → 64 (+1)
3% less capital invested
Capital invested by funds: $390M → $377M (-$13.3M)
3.78% less ownership
Funds ownership: 59.51% → 55.73% (-3.8%)
11% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$7.04M |
| 2 |
Goldman Sachs
New York
|
+$5.62M |
| 3 |
KF
Krilogy Financial
St. Louis,
Missouri
|
+$4.91M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$3.53M |
| 5 |
SG Americas Securities
New York
|
+$1.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$24.2M |
| 2 |
Morgan Stanley
New York
|
-$21.4M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$10.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$5.74M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$4.46M |
FTC Hedge Fund Activity: Q2 2016 in Review
64 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q2 2016, worth a combined $377M — down 3.4% from $390M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FTC positions and 5 closed out — a net gain of 2 holders — while 24 added to existing stakes and 27 trimmed.
The largest buyer was Credit Suisse, adding an estimated $7.04M. The largest seller was LPL Financial, cutting an estimated $24.2M.
- 64 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q2 2016, up from 63 in Q1 2016.
- Funds reported $377M of First Trust Large Cap Growth AlphaDEX Fund stock for Q2 2016, down 3.4% quarter-over-quarter.
- 7 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q2 2016 and 5 closed out, a net change of +2 holders.
- The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q2 2016 was Credit Suisse, an estimated $7.04M added.
- The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q2 2016 was LPL Financial, an estimated $24.2M sold.
Based on aggregated 13F filings for Q2 2016.