First Trust Large Cap Growth AlphaDEX Fund
168 hedge funds and large institutions have $654M invested in First Trust Large Cap Growth AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 64 reducing their positions, and 20 closing their positions.
0.64% less ownership
Funds ownership: 63.66% → 63.01% (-0.64%)
5% less funds holding
Funds holding: 176 → 168 (-8)
13% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 64
20% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 20
22% less capital invested
Capital invested by funds: $838M → $654M (-$184M)
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Top Buyers
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$16.3M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$3.11M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.5M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$2.29M |
| 5 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$1.92M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$25.2M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$19.4M |
| 3 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$12.5M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$11.8M |
| 5 |
SMF
Sterling Manor Financial
Saratoga Springs,
New York
|
-$9.21M |
FTC Hedge Fund Activity: Q1 2022 in Review
168 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Growth AlphaDEX Fund (FTC) for Q1 2022, worth a combined $654M — down 22% from $838M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of FTC and 16 opened new positions — a net loss of 4 holders — while 64 trimmed existing stakes and 56 added.
The largest buyer was GeoWealth Management, opening a new position worth an estimated $16.3M. The largest seller was Morgan Stanley, cutting an estimated $25.2M.
- 168 institutional investors held First Trust Large Cap Growth AlphaDEX Fund (FTC) as of Q1 2022, down from 176 in Q4 2021.
- Funds reported $654M of First Trust Large Cap Growth AlphaDEX Fund stock for Q1 2022, down 22% quarter-over-quarter.
- 16 funds opened new First Trust Large Cap Growth AlphaDEX Fund positions in Q1 2022 and 20 closed out, a net change of -4 holders.
- The largest First Trust Large Cap Growth AlphaDEX Fund buyer in Q1 2022 was GeoWealth Management, an estimated $16.3M added.
- The largest First Trust Large Cap Growth AlphaDEX Fund seller in Q1 2022 was Morgan Stanley, an estimated $25.2M sold.
Based on aggregated 13F filings for Q1 2022.