First Trust Multi Cap Growth AlphaDEX Fund
FAD
19 hedge funds and large institutions have $22.2M invested in First Trust Multi Cap Growth AlphaDEX Fund in 2014 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 0 closing their positions.
267% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 3
19% more capital invested
Capital invested by funds: $18.7M → $22.2M (+$3.51M)
6% more funds holding
Funds holding: 18 → 19 (+1)
0.14% more ownership
Funds ownership: 36.01% → 36.15% (+0.14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.36M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$1.12M |
| 3 |
Morgan Stanley
New York
|
+$334K |
| 4 |
LPL Financial
San Diego,
California
|
+$333K |
| 5 |
DFIM
Detwiler Fenton Investment Management
Boston,
Massachusetts
|
+$154K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$233K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$75.1K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$17.7K |
FAD Hedge Fund Activity: Q1 2014 in Review
19 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in First Trust Multi Cap Growth AlphaDEX Fund (FAD) for Q1 2014, worth a combined $22.2M — up 19% from $18.7M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new FAD positions and 0 closed out — a net gain of 1 holder — while 11 added to existing stakes and 3 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.36M. The largest seller was Bank of America, cutting an estimated $233K.
- 19 institutional investors held First Trust Multi Cap Growth AlphaDEX Fund (FAD) as of Q1 2014, up from 18 in Q4 2013.
- Funds reported $22.2M of First Trust Multi Cap Growth AlphaDEX Fund stock for Q1 2014, up 19% quarter-over-quarter.
- 1 fund opened new First Trust Multi Cap Growth AlphaDEX Fund positions in Q1 2014 and 0 closed out, a net change of +1 holder.
- The largest First Trust Multi Cap Growth AlphaDEX Fund buyer in Q1 2014 was Susquehanna International Group, an estimated $1.36M added.
- The largest First Trust Multi Cap Growth AlphaDEX Fund seller in Q1 2014 was Bank of America, an estimated $233K sold.
Based on aggregated 13F filings for Q1 2014.