First Trust Large Cap Growth AlphaDEX Fund
73 hedge funds and large institutions have $387M invested in First Trust Large Cap Growth AlphaDEX Fund in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 20 reducing their positions, and 8 closing their positions.
70% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 20
7% more capital invested
Capital invested by funds: $362M → $387M (+$24.7M)
2.3% more ownership
Funds ownership: 57.6% → 59.9% (+2.3%)
0% more funds holding
Funds holding: 73 → 73 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$5.09M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$4.4M |
| 3 |
IH
IFC Holdings
Tampa,
Florida
|
+$3.53M |
| 4 |
Morgan Stanley
New York
|
+$2.55M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$2.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWMH
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
-$3.58M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.89M |
| 3 |
SG Americas Securities
New York
|
-$2.7M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$2.15M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.05M |
FTC Hedge Fund Activity: Q2 2017 in Review
73 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q2 2017, worth a combined $387M — up 6.8% from $362M a quarter earlier.
Fund positioning in FTC was balanced in Q2 2017: 8 funds opened new positions, 8 closed out, 34 added to existing stakes and 20 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $5.09M. The largest seller was Riverpoint Wealth Management Holdings, cutting an estimated $3.58M.
- 73 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q2 2017, unchanged from Q1 2017.
- Funds reported $387M of First Trust Large Cap Growth AlphaDEX Fund stock for Q2 2017, up 6.8% quarter-over-quarter.
- 8 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q2 2017 and 8 closed out, a net change of 0 holders.
- The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q2 2017 was Cambridge Investment Research Advisors, an estimated $5.09M added.
- The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q2 2017 was Riverpoint Wealth Management Holdings, an estimated $3.58M sold.
Based on aggregated 13F filings for Q2 2017.