First Trust Multi Cap Growth AlphaDEX Fund
FAD
43 hedge funds and large institutions have $112M invested in First Trust Multi Cap Growth AlphaDEX Fund in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 3 reducing their positions, and 6 closing their positions.
800% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 3
43% more capital invested
Capital invested by funds: $78.8M → $112M (+$33.5M)
6.67% more ownership
Funds ownership: 44.58% → 51.26% (+6.7%)
0% more funds holding
Funds holding: 43 → 43 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$8.23M |
| 2 |
Goldman Sachs
New York
|
+$4.13M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.02M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$2.98M |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$2.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.06M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.11M |
| 3 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$267K |
| 4 |
WI
Wintrust Investments
Chicago,
Illinois
|
-$40.6K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$28K |
FAD Hedge Fund Activity: Q3 2018 in Review
43 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in First Trust Multi Cap Growth AlphaDEX Fund (FAD) for Q3 2018, worth a combined $112M — up 43% from $78.8M a quarter earlier.
Fund positioning in FAD was balanced in Q3 2018: 6 funds opened new positions, 6 closed out, 27 added to existing stakes and 3 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $8.23M. The largest seller was Jane Street, exiting entirely with an estimated $3.06M sold.
- 43 institutional investors held First Trust Multi Cap Growth AlphaDEX Fund (FAD) as of Q3 2018, unchanged from Q2 2018.
- Funds reported $112M of First Trust Multi Cap Growth AlphaDEX Fund stock for Q3 2018, up 43% quarter-over-quarter.
- 6 funds opened new First Trust Multi Cap Growth AlphaDEX Fund positions in Q3 2018 and 6 closed out, a net change of 0 holders.
- The largest First Trust Multi Cap Growth AlphaDEX Fund buyer in Q3 2018 was Raymond James Financial Services Advisors, an estimated $8.23M added.
- The largest First Trust Multi Cap Growth AlphaDEX Fund seller in Q3 2018 was Jane Street, an estimated $3.06M sold.
Based on aggregated 13F filings for Q3 2018.