First Trust Large Cap Growth AlphaDEX Fund
103 hedge funds and large institutions have $610M invested in First Trust Large Cap Growth AlphaDEX Fund in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 56 increasing their positions, 19 reducing their positions, and 8 closing their positions.
195% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 19
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
17% more capital invested
Capital invested by funds: $521M → $610M (+$89.2M)
3% more funds holding
Funds holding: 100 → 103 (+3)
1.17% more ownership
Funds ownership: 59.53% → 60.7% (+1.2%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$13.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$4.69M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.15M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.33M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$3.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5M |
| 3 |
PGA
Premia Global Advisors
Coral Gables,
Florida
|
-$1.07M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$609K |
| 5 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$600K |
FTC Hedge Fund Activity: Q3 2018 in Review
103 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q3 2018, worth a combined $610M — up 17% from $521M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FTC positions and 8 closed out — a net gain of 3 holders — while 56 added to existing stakes and 19 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $13.8M. The largest seller was Morgan Stanley, cutting an estimated $6M.
- 103 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q3 2018, up from 100 in Q2 2018.
- Funds reported $610M of First Trust Large Cap Growth AlphaDEX Fund stock for Q3 2018, up 17% quarter-over-quarter.
- 11 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q3 2018 and 8 closed out, a net change of +3 holders.
- The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q3 2018 was Raymond James Financial Services Advisors, an estimated $13.8M added.
- The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q3 2018 was Morgan Stanley, an estimated $6M sold.
Based on aggregated 13F filings for Q3 2018.