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First Trust Germany AlphaDEX Fund

28 hedge funds and large institutions have $257M invested in First Trust Germany AlphaDEX Fund in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

467% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 3

268% more capital invested

Capital invested by funds: $69.9M → $257M (+$187M)

27% more funds holding

Funds holding: 2228 (+6)

10.28% more ownership

Funds ownership: 93.36%103.63% (+10%)

Holders
28
Holders Change
+6
Holders Change %
+27.27%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
26
WFG Advisors
Texas
$10K +$117 +3 +1%
BRWM
27
B. Riley Wealth Management
Tennessee
$3K +$3.9K +100 New
CS
28
Credit Suisse
Switzerland
-$572K -14,900 Closed

FGM Hedge Fund Activity: Q2 2015 in Review

28 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in First Trust Germany AlphaDEX Fund (FGM) for Q2 2015, worth a combined $257M — up 268% from $69.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FGM positions and 1 closed out — a net gain of 6 holders — while 17 added to existing stakes and 3 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $153M. The largest seller was Credit Suisse, exiting entirely with an estimated $572K sold.

  • 28 institutional investors held First Trust Germany AlphaDEX Fund (FGM) as of Q2 2015, up from 22 in Q1 2015.
  • Funds reported $257M of First Trust Germany AlphaDEX Fund stock for Q2 2015, up 268% quarter-over-quarter.
  • 7 funds opened new First Trust Germany AlphaDEX Fund positions in Q2 2015 and 1 closed out, a net change of +6 holders.
  • The largest First Trust Germany AlphaDEX Fund buyer in Q2 2015 was First Trust Advisors, an estimated $153M added.
  • The largest First Trust Germany AlphaDEX Fund seller in Q2 2015 was Credit Suisse, an estimated $572K sold.

Based on aggregated 13F filings for Q2 2015.