First Trust Multi Cap Value AlphaDEX Fund
FAB
50 hedge funds and large institutions have $88.8M invested in First Trust Multi Cap Value AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 0 closing their positions.
183% more capital inflows, than outflows
Capital inflows: $27.4M | Capital outflows: $9.7M
62% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 13
25% more funds holding
Funds holding: 40 → 50 (+10)
7.96% more ownership
Funds ownership: 46.98% → 54.94% (+8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.35M |
| 2 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.88M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.83M |
| 4 |
Private Advisor Group
Morristown,
New Jersey
|
+$2.76M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Flow Traders U.S.
New York
|
-$2.85M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.4M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.66M |
| 4 |
Tower Research Capital (TRC)
New York
|
-$1.24M |
| 5 |
Morgan Stanley
New York
|
-$588K |
FAB Hedge Fund Activity: Q4 2021 in Review
50 of the 6,523 institutional investors tracked by Wall St. Rank reported a position in First Trust Multi Cap Value AlphaDEX Fund (FAB) for Q4 2021, worth a combined $88.8M — up 35% from $65.8M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FAB positions and 0 closed out — a net gain of 10 holders — while 21 added to existing stakes and 13 trimmed.
The largest buyer was LPL Financial, adding an estimated $4.35M. The largest seller was Flow Traders U.S., cutting an estimated $2.85M.
- 50 institutional investors held First Trust Multi Cap Value AlphaDEX Fund (FAB) as of Q4 2021, up from 40 in Q3 2021.
- Funds reported $88.8M of First Trust Multi Cap Value AlphaDEX Fund stock for Q4 2021, up 35% quarter-over-quarter.
- 10 funds opened new First Trust Multi Cap Value AlphaDEX Fund positions in Q4 2021 and 0 closed out, a net change of +10 holders.
- The largest First Trust Multi Cap Value AlphaDEX Fund buyer in Q4 2021 was LPL Financial, an estimated $4.35M added.
- The largest First Trust Multi Cap Value AlphaDEX Fund seller in Q4 2021 was Flow Traders U.S., an estimated $2.85M sold.
Based on aggregated 13F filings for Q4 2021.