First Trust Multi Cap Growth AlphaDEX Fund
FAD
15 hedge funds and large institutions have $14.9M invested in First Trust Multi Cap Growth AlphaDEX Fund in 2013 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
7% more funds holding
Funds holding: 14 → 15 (+1)
6.07% less ownership
Funds ownership: 44.44% → 38.37% (-6.1%)
6% less capital invested
Capital invested by funds: $15.9M → $14.9M (-$980K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.05M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$195K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$87.3K |
| 4 |
IH
IFC Holdings
Tampa,
Florida
|
+$59.6K |
| 5 |
LPL Financial
San Diego,
California
|
+$45.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.44M |
| 2 |
JP Morgan Chase
New York
|
-$519K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$452K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$407K |
FAD Hedge Fund Activity: Q3 2013 in Review
15 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in First Trust Multi Cap Growth AlphaDEX Fund (FAD) for Q3 2013, worth a combined $14.9M — down 6.2% from $15.9M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new FAD positions and 0 closed out — a net gain of 1 holder — while 8 added to existing stakes and 4 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.05M. The largest seller was Susquehanna International Group, cutting an estimated $2.44M.
- 15 institutional investors held First Trust Multi Cap Growth AlphaDEX Fund (FAD) as of Q3 2013, up from 14 in Q2 2013.
- Funds reported $14.9M of First Trust Multi Cap Growth AlphaDEX Fund stock for Q3 2013, down 6.2% quarter-over-quarter.
- 1 fund opened new First Trust Multi Cap Growth AlphaDEX Fund positions in Q3 2013 and 0 closed out, a net change of +1 holder.
- The largest First Trust Multi Cap Growth AlphaDEX Fund buyer in Q3 2013 was Morgan Stanley, an estimated $1.05M added.
- The largest First Trust Multi Cap Growth AlphaDEX Fund seller in Q3 2013 was Susquehanna International Group, an estimated $2.44M sold.
Based on aggregated 13F filings for Q3 2013.