First Trust Large Cap Growth AlphaDEX Fund
152 hedge funds and large institutions have $786M invested in First Trust Large Cap Growth AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 56 reducing their positions, and 11 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
82% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 11
8% more capital invested
Capital invested by funds: $730M → $786M (+$56.3M)
3% more funds holding
Funds holding: 147 → 152 (+5)
1.62% more ownership
Funds ownership: 61.22% → 62.84% (+1.6%)
13% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 56
Top Buyers
Top Sellers
| 1 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$6.87M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$6.64M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.33M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.25M |
FTC Hedge Fund Activity: Q3 2021 in Review
152 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q3 2021, worth a combined $786M — up 7.7% from $730M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new FTC positions and 11 closed out — a net gain of 9 holders — while 49 added to existing stakes and 56 trimmed.
The largest buyer was LPL Financial, adding an estimated $8.83M. The largest seller was Benjamin F. Edwards & Company, cutting an estimated $6.87M.
- 152 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q3 2021, up from 147 in Q2 2021.
- Funds reported $786M of First Trust Large Cap Growth AlphaDEX Fund stock for Q3 2021, up 7.7% quarter-over-quarter.
- 20 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q3 2021 and 11 closed out, a net change of +9 holders.
- The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q3 2021 was LPL Financial, an estimated $8.83M added.
- The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q3 2021 was Benjamin F. Edwards & Company, an estimated $6.87M sold.
Based on aggregated 13F filings for Q3 2021.