First Trust Multi Cap Growth AlphaDEX Fund
FAD
45 hedge funds and large institutions have $74.6M invested in First Trust Multi Cap Growth AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 5 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.02% less ownership
Funds ownership: 47.66% → 47.65% (-0.02%)
5% less capital invested
Capital invested by funds: $78.4M → $74.6M (-$3.86M)
6% less funds holding
Funds holding: 48 → 45 (-3)
17% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 18
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.03M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$712K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$194K |
| 5 |
VWA
V Wealth Advisors
Overland Park,
Kansas
|
+$155K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.87M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.57M |
| 3 |
Morgan Stanley
New York
|
-$569K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$459K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$327K |
FAD Hedge Fund Activity: Q3 2022 in Review
45 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in First Trust Multi Cap Growth AlphaDEX Fund (FAD) for Q3 2022, worth a combined $74.6M — down 4.9% from $78.4M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of FAD and 2 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 15 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.03M. The largest seller was LPL Financial, cutting an estimated $1.87M.
- 45 institutional investors held First Trust Multi Cap Growth AlphaDEX Fund (FAD) as of Q3 2022, down from 48 in Q2 2022.
- Funds reported $74.6M of First Trust Multi Cap Growth AlphaDEX Fund stock for Q3 2022, down 4.9% quarter-over-quarter.
- 2 funds opened new First Trust Multi Cap Growth AlphaDEX Fund positions in Q3 2022 and 5 closed out, a net change of -3 holders.
- The largest First Trust Multi Cap Growth AlphaDEX Fund buyer in Q3 2022 was Citadel Advisors, an estimated $1.03M added.
- The largest First Trust Multi Cap Growth AlphaDEX Fund seller in Q3 2022 was LPL Financial, an estimated $1.87M sold.
Based on aggregated 13F filings for Q3 2022.