First Trust Large Cap Growth AlphaDEX Fund
113 hedge funds and large institutions have $659M invested in First Trust Large Cap Growth AlphaDEX Fund in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 33 reducing their positions, and 8 closing their positions.
100% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 8
39% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 33
8% more funds holding
Funds holding: 105 → 113 (+8)
1.72% more ownership
Funds ownership: 62.15% → 63.87% (+1.7%)
4% more capital invested
Capital invested by funds: $632M → $659M (+$26.9M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.62M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.61M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$4.26M |
| 4 |
UR
USCA RIA
Houston,
Texas
|
+$3M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$3.03M |
| 2 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$2.14M |
| 3 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$1.95M |
| 4 |
Jane Street
New York
|
-$1.3M |
| 5 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$1.19M |
FTC Hedge Fund Activity: Q3 2019 in Review
113 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q3 2019, worth a combined $659M — up 4.2% from $632M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new FTC positions and 8 closed out — a net gain of 8 holders — while 46 added to existing stakes and 33 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $8.62M. The largest seller was UBS Group, cutting an estimated $3.03M.
- 113 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q3 2019, up from 105 in Q2 2019.
- Funds reported $659M of First Trust Large Cap Growth AlphaDEX Fund stock for Q3 2019, up 4.2% quarter-over-quarter.
- 16 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q3 2019 and 8 closed out, a net change of +8 holders.
- The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q3 2019 was Envestnet Asset Management, an estimated $8.62M added.
- The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q3 2019 was UBS Group, an estimated $3.03M sold.
Based on aggregated 13F filings for Q3 2019.