First Trust Germany AlphaDEX Fund
33 hedge funds and large institutions have $145M invested in First Trust Germany AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 5 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 7
17% more capital invested
Capital invested by funds: $124M → $145M (+$21.6M)
5.3% more ownership
Funds ownership: 88.62% → 93.91% (+5.3%)
0% more funds holding
Funds holding: 33 → 33 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$9.18M |
| 2 |
Morgan Stanley
New York
|
+$3.3M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.51M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.27M |
| 5 |
Jane Street
New York
|
+$529K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$3.6M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.17M |
| 3 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$401K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$349K |
| 5 |
SFG
StrategIQ Financial Group
Merrillville,
Indiana
|
-$341K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WEC
26
Winslow Evans & Crocker
Boston,
Massachusetts
| $28K | – | – | – |
|
|
MIFH
27
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| $13K | – | – | – |
|
|
TFA
28
Transamerica Financial Advisors
St. Petersburg,
Florida
| $12K | -$401K | -9,794 | -97% |
|
|
QCIG
29
Quad-Cities Investment Group
Davenport,
Iowa
| $12K | – | – | – |
|
30
JP Morgan Chase
New York
| $10K | – | – | – |
|
|
AA
31
AlphaMark Advisors
Ft. Wright,
Kentucky
| $6K | – | – | – |
|
|
ASN
32
Advisory Services Network
Atlanta,
Georgia
| $1K | – | – | – |
|
|
OMC
33
Old Mission Capital
Chicago,
Illinois
| – | -$349K | -9,255 | Closed |
|
|
WAM
34
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| – | -$85K | -2,263 | Closed |
|
35
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$25K | -661 | Closed |
|
|
BCI
36
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$15K | -400 | Closed |
|
|
IA
37
IFP Advisors
Tampa,
Florida
| – | -$5K | -140 | Closed |
|
FGM Hedge Fund Activity: Q1 2019 in Review
33 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in First Trust Germany AlphaDEX Fund (FGM) for Q1 2019, worth a combined $145M — up 17% from $124M a quarter earlier.
Fund positioning in FGM was balanced in Q1 2019: 5 funds opened new positions, 5 closed out, 14 added to existing stakes and 7 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $9.18M. The largest seller was Citadel Advisors, cutting an estimated $3.6M.
- 33 institutional investors held First Trust Germany AlphaDEX Fund (FGM) as of Q1 2019, unchanged from Q4 2018.
- Funds reported $145M of First Trust Germany AlphaDEX Fund stock for Q1 2019, up 17% quarter-over-quarter.
- 5 funds opened new First Trust Germany AlphaDEX Fund positions in Q1 2019 and 5 closed out, a net change of 0 holders.
- The largest First Trust Germany AlphaDEX Fund buyer in Q1 2019 was First Trust Advisors, an estimated $9.18M added.
- The largest First Trust Germany AlphaDEX Fund seller in Q1 2019 was Citadel Advisors, an estimated $3.6M sold.
Based on aggregated 13F filings for Q1 2019.