First Trust Large Cap Growth AlphaDEX Fund
94 hedge funds and large institutions have $451M invested in First Trust Large Cap Growth AlphaDEX Fund in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 5 closing their positions.
200% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 5
31% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 29
11% more funds holding
Funds holding: 85 → 94 (+9)
6% more capital invested
Capital invested by funds: $423M → $451M (+$27.2M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1.06% less ownership
Funds ownership: 59.98% → 58.92% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$6.25M |
| 2 |
Goldman Sachs
New York
|
+$4.64M |
| 3 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$4.1M |
| 4 |
Morgan Stanley
New York
|
+$4.07M |
| 5 |
PI
PFS Investments
Duluth,
Georgia
|
+$2.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$4.82M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$4.02M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$3.94M |
| 4 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$2.94M |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$1.76M |
FTC Hedge Fund Activity: Q1 2018 in Review
94 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q1 2018, worth a combined $451M — up 6.4% from $423M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FTC positions and 5 closed out — a net gain of 10 holders — while 38 added to existing stakes and 29 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $6.25M. The largest seller was UBS Group, cutting an estimated $4.82M.
- 94 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q1 2018, up from 85 in Q4 2017.
- Funds reported $451M of First Trust Large Cap Growth AlphaDEX Fund stock for Q1 2018, up 6.4% quarter-over-quarter.
- 15 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q1 2018 and 5 closed out, a net change of +10 holders.
- The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q1 2018 was Raymond James & Associates, an estimated $6.25M added.
- The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q1 2018 was UBS Group, an estimated $4.82M sold.
Based on aggregated 13F filings for Q1 2018.