First Trust Multi Cap Growth AlphaDEX Fund
FAD
25 hedge funds and large institutions have $22.7M invested in First Trust Multi Cap Growth AlphaDEX Fund in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and closing their positions.
32% more funds holding
Funds holding: 19 → 25 (+6)
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
2% more capital invested
Capital invested by funds: $22.2M → $22.7M (+$509K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$454K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$293K |
| 3 |
SG Americas Securities
New York
|
+$280K |
| 4 |
IH
IFC Holdings
Tampa,
Florida
|
+$129K |
| 5 |
SFG
SNS Financial Group
Minneapolis,
Minnesota
|
+$93.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$1.11M |
| 2 |
Goldman Sachs
New York
|
-$203K |
| 3 |
LPL Financial
San Diego,
California
|
-$202K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$151K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$22.6K |
FAD Hedge Fund Activity: Q2 2014 in Review
25 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in First Trust Multi Cap Growth AlphaDEX Fund (FAD) for Q2 2014, worth a combined $22.7M — up 2.3% from $22.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FAD positions and 0 closed out — a net gain of 6 holders — while 9 added to existing stakes and 7 trimmed.
The largest buyer was Bank of America, adding an estimated $454K. The largest seller was UBS, cutting an estimated $1.11M.
- 25 institutional investors held First Trust Multi Cap Growth AlphaDEX Fund (FAD) as of Q2 2014, up from 19 in Q1 2014.
- Funds reported $22.7M of First Trust Multi Cap Growth AlphaDEX Fund stock for Q2 2014, up 2.3% quarter-over-quarter.
- 6 funds opened new First Trust Multi Cap Growth AlphaDEX Fund positions in Q2 2014 and 0 closed out, a net change of +6 holders.
- The largest First Trust Multi Cap Growth AlphaDEX Fund buyer in Q2 2014 was Bank of America, an estimated $454K added.
- The largest First Trust Multi Cap Growth AlphaDEX Fund seller in Q2 2014 was UBS, an estimated $1.11M sold.
Based on aggregated 13F filings for Q2 2014.