First Trust Multi Cap Value AlphaDEX Fund
FAB
44 hedge funds and large institutions have $92.1M invested in First Trust Multi Cap Value AlphaDEX Fund in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
21% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 14
13% more funds holding
Funds holding: 39 → 44 (+5)
12% more capital invested
Capital invested by funds: $82M → $92.1M (+$10.1M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$4.91M |
| 2 |
Morgan Stanley
New York
|
+$2.32M |
| 3 |
JP Morgan Chase
New York
|
+$1.91M |
| 4 |
Jane Street
New York
|
+$1.82M |
| 5 |
HH
Hilltop Holdings
Dallas,
Texas
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.33M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$732K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$711K |
| 4 |
LPL Financial
San Diego,
California
|
-$532K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$531K |
FAB Hedge Fund Activity: Q1 2015 in Review
44 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in First Trust Multi Cap Value AlphaDEX Fund (FAB) for Q1 2015, worth a combined $92.1M — up 12% from $82M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FAB positions and 4 closed out — a net gain of 5 holders — while 17 added to existing stakes and 14 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $4.91M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $3.33M sold.
- 44 institutional investors held First Trust Multi Cap Value AlphaDEX Fund (FAB) as of Q1 2015, up from 39 in Q4 2014.
- Funds reported $92.1M of First Trust Multi Cap Value AlphaDEX Fund stock for Q1 2015, up 12% quarter-over-quarter.
- 9 funds opened new First Trust Multi Cap Value AlphaDEX Fund positions in Q1 2015 and 4 closed out, a net change of +5 holders.
- The largest First Trust Multi Cap Value AlphaDEX Fund buyer in Q1 2015 was Goldman Sachs, an estimated $4.91M added.
- The largest First Trust Multi Cap Value AlphaDEX Fund seller in Q1 2015 was Susquehanna International Group, an estimated $3.33M sold.
Based on aggregated 13F filings for Q1 2015.