First Trust Multi Cap Value AlphaDEX Fund
FAB
62 hedge funds and large institutions have $63.9M invested in First Trust Multi Cap Value AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
5% less capital invested
Capital invested by funds: $67.2M → $63.9M (-$3.28M)
6% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 18
2.27% less ownership
Funds ownership: 50.64% → 48.37% (-2.3%)
3% less funds holding
Funds holding: 64 → 62 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.68M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.37M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$450K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$405K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$265K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.93M |
| 2 |
NS
NBC Securities
Birmingham,
Alabama
|
-$762K |
| 3 |
VF
Virtu Financial
New York
|
-$714K |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$310K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$289K |
FAB Hedge Fund Activity: Q4 2024 in Review
62 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Multi Cap Value AlphaDEX Fund (FAB) for Q4 2024, worth a combined $63.9M — down 4.9% from $67.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FAB positions and 4 closed out — a net gain of 3 holders — while 17 added to existing stakes and 18 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $1.68M. The largest seller was Osaic Holdings, cutting an estimated $2.93M.
- 62 institutional investors held First Trust Multi Cap Value AlphaDEX Fund (FAB) as of Q4 2024, down from 64 in Q3 2024.
- Funds reported $63.9M of First Trust Multi Cap Value AlphaDEX Fund stock for Q4 2024, down 4.9% quarter-over-quarter.
- 7 funds opened new First Trust Multi Cap Value AlphaDEX Fund positions in Q4 2024 and 4 closed out, a net change of +3 holders.
- The largest First Trust Multi Cap Value AlphaDEX Fund buyer in Q4 2024 was Citadel Advisors, an estimated $1.68M added.
- The largest First Trust Multi Cap Value AlphaDEX Fund seller in Q4 2024 was Osaic Holdings, an estimated $2.93M sold.
Based on aggregated 13F filings for Q4 2024.