First Trust Large Cap Growth AlphaDEX Fund
FTC
105 hedge funds and large institutions have $632M invested in First Trust Large Cap Growth AlphaDEX Fund in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 8 closing their positions.
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
42% more capital inflows, than outflows
Capital inflows: $38.8M | Capital outflows: $27.2M
22% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 36
1% more funds holding
Funds holding: 104 → 105 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.73% less ownership
Funds ownership: 62.89% → 62.15% (-0.73%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.4M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$3.6M |
| 3 |
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$3.54M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.91M |
| 5 |
Jane Street
New York
|
+$2.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.69M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.1M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3.68M |
| 4 |
Goldman Sachs
New York
|
-$3.41M |
| 5 |
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$1.74M |
FTC Hedge Fund Activity: Q2 2019 in Review
105 of the 4,626 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q2 2019, worth a combined $632M — up 5.7% from $598M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FTC positions and 8 closed out — a net gain of 4 holders — while 44 added to existing stakes and 36 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $6.4M. The largest seller was Morgan Stanley, cutting an estimated $4.69M.
- 105 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q2 2019, up from 104 in Q1 2019.
- Funds reported $632M of First Trust Large Cap Growth AlphaDEX Fund stock for Q2 2019, up 5.7% quarter-over-quarter.
- 12 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q2 2019 and 8 closed out, a net change of +4 holders.
- The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q2 2019 was Envestnet Asset Management, an estimated $6.4M added.
- The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q2 2019 was Morgan Stanley, an estimated $4.69M sold.
Based on aggregated 13F filings for Q2 2019.