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First Trust Multi Cap Growth AlphaDEX Fund
FAD

14 hedge funds and large institutions have $15.9M invested in First Trust Multi Cap Growth AlphaDEX Fund in 2013 Q2 according to their latest regulatory filings, with 14 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

44.44% more ownership

Funds ownership: 0% → 44.44% (+44%)

Holders
14
Holders Change
+14
Holders Change %
–
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$4.74M +$4.7M +125,607 New
Morgan Stanley
2
Morgan Stanley
New York
$3.43M +$3.4M +91,003 New
IH
3
IFC Holdings
Florida
$2.3M +$2.28M +60,933 New
JP Morgan Chase
4
JP Morgan Chase
New York
$1.87M +$1.85M +49,606 New
Wells Fargo
5
Wells Fargo
California
$820K +$813K +21,742 New
DFIM
6
Detwiler Fenton Investment Management
Massachusetts
$701K +$694K +18,563 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$580K +$574K +15,364 New
LPL Financial
8
LPL Financial
California
$574K +$569K +15,230 New
U
9
UBS
Switzerland
$407K +$404K +10,799 New
Bank of America
10
Bank of America
North Carolina
$216K +$214K +5,714 New
WA
11
WFG Advisors
Texas
$99K +$97.7K +2,612 New
DADC
12
D.A. Davidson & Co
Montana
$90K +$89.7K +2,400 New
Deutsche Bank
13
Deutsche Bank
Germany
$83K +$82.3K +2,202 New
AIG
14
American International Group
New York
$14.6K +$14.5K +388 New

FAD Hedge Fund Activity: Q2 2013 in Review

14 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in First Trust Multi Cap Growth AlphaDEX Fund (FAD) for Q2 2013, worth a combined $15.9M.

Buyers outnumbered sellers: 14 funds opened new FAD positions and 0 closed out — a net gain of 14 holders — while 0 added to existing stakes and 0 trimmed.

  • 14 institutional investors held First Trust Multi Cap Growth AlphaDEX Fund (FAD) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $15.9M of First Trust Multi Cap Growth AlphaDEX Fund stock for Q2 2013.
  • 14 funds opened new First Trust Multi Cap Growth AlphaDEX Fund positions in Q2 2013 and 0 closed out, a net change of +14 holders.

Based on aggregated 13F filings for Q2 2013.