First Trust Large Cap Growth AlphaDEX Fund
147 hedge funds and large institutions have $730M invested in First Trust Large Cap Growth AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 59 reducing their positions, and 12 closing their positions.
12% more capital invested
Capital invested by funds: $652M → $730M (+$78M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 12
1% less funds holding
Funds holding: 148 → 147 (-1)
1.08% less ownership
Funds ownership: 62.3% → 61.22% (-1.1%)
20% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$6.5M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$6.06M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.6M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.45M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
-$4.66M |
| 2 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$4.42M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$3.65M |
| 4 |
SG
Strid Group
Newtown Square,
Pennsylvania
|
-$2.04M |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$1.93M |
FTC Hedge Fund Activity: Q2 2021 in Review
147 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q2 2021, worth a combined $730M — up 12% from $652M a quarter earlier.
Fund positioning in FTC was balanced in Q2 2021: 12 funds opened new positions, 12 closed out, 47 added to existing stakes and 59 trimmed.
The largest buyer was LPL Financial, adding an estimated $6.5M. The largest seller was MML Investors Services, cutting an estimated $4.66M.
- 147 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q2 2021, down from 148 in Q1 2021.
- Funds reported $730M of First Trust Large Cap Growth AlphaDEX Fund stock for Q2 2021, up 12% quarter-over-quarter.
- 12 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q2 2021 and 12 closed out, a net change of 0 holders.
- The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q2 2021 was LPL Financial, an estimated $6.5M added.
- The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q2 2021 was MML Investors Services, an estimated $4.66M sold.
Based on aggregated 13F filings for Q2 2021.