First Trust Multi Cap Growth AlphaDEX Fund
FAD
43 hedge funds and large institutions have $80.1M invested in First Trust Multi Cap Growth AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 5 closing their positions.
58% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 12
0% more funds holding
Funds holding: 43 → 43 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
0.91% less ownership
Funds ownership: 51.26% → 50.35% (-0.91%)
37% less capital inflows, than outflows
Capital inflows: $19.7M | Capital outflows: $31.3M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$7.39M |
| 2 |
Goldman Sachs
New York
|
+$3.37M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.75M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.1M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WFWM
Wechter Feldman Wealth Management
Parsippany,
New Jersey
|
-$10.4M |
| 2 |
Morgan Stanley
New York
|
-$4.95M |
| 3 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.65M |
| 4 |
Cetera Advisors
Denver,
Colorado
|
-$4.33M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3.12M |
FAD Hedge Fund Activity: Q4 2018 in Review
43 of the 4,506 institutional investors tracked by Wall St. Rank reported a position in First Trust Multi Cap Growth AlphaDEX Fund (FAD) for Q4 2018, worth a combined $80.1M — down 29% from $112M a quarter earlier.
Fund positioning in FAD was balanced in Q4 2018: 5 funds opened new positions, 5 closed out, 19 added to existing stakes and 12 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $7.39M. The largest seller was Wechter Feldman Wealth Management, exiting entirely with an estimated $10.4M sold.
- 43 institutional investors held First Trust Multi Cap Growth AlphaDEX Fund (FAD) as of Q4 2018, unchanged from Q3 2018.
- Funds reported $80.1M of First Trust Multi Cap Growth AlphaDEX Fund stock for Q4 2018, down 29% quarter-over-quarter.
- 5 funds opened new First Trust Multi Cap Growth AlphaDEX Fund positions in Q4 2018 and 5 closed out, a net change of 0 holders.
- The largest First Trust Multi Cap Growth AlphaDEX Fund buyer in Q4 2018 was Susquehanna International Group, an estimated $7.39M added.
- The largest First Trust Multi Cap Growth AlphaDEX Fund seller in Q4 2018 was Wechter Feldman Wealth Management, an estimated $10.4M sold.
Based on aggregated 13F filings for Q4 2018.