First Trust Germany AlphaDEX Fund
21 hedge funds and large institutions have $46.6M invested in First Trust Germany AlphaDEX Fund in 2014 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
25% more capital invested
Capital invested by funds: $37.1M → $46.6M (+$9.46M)
11% more funds holding
Funds holding: 19 → 21 (+2)
33% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$5.12M |
| 2 |
AP
Atwood & Palmer
Kansas City,
Missouri
|
+$4.45M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.5M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.06M |
| 5 |
VKH
Virtu KCG Holdings
New York
|
+$876K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.9M |
| 2 |
JP Morgan Chase
New York
|
-$1.22M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$774K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$626K |
| 5 |
LPL Financial
San Diego,
California
|
-$580K |
FGM Hedge Fund Activity: Q4 2014 in Review
21 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in First Trust Germany AlphaDEX Fund (FGM) for Q4 2014, worth a combined $46.6M — up 25% from $37.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FGM positions and 2 closed out — a net gain of 3 holders — while 6 added to existing stakes and 9 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $5.12M. The largest seller was Morgan Stanley, cutting an estimated $2.9M.
- 21 institutional investors held First Trust Germany AlphaDEX Fund (FGM) as of Q4 2014, up from 19 in Q3 2014.
- Funds reported $46.6M of First Trust Germany AlphaDEX Fund stock for Q4 2014, up 25% quarter-over-quarter.
- 5 funds opened new First Trust Germany AlphaDEX Fund positions in Q4 2014 and 2 closed out, a net change of +3 holders.
- The largest First Trust Germany AlphaDEX Fund buyer in Q4 2014 was First Trust Advisors, an estimated $5.12M added.
- The largest First Trust Germany AlphaDEX Fund seller in Q4 2014 was Morgan Stanley, an estimated $2.9M sold.
Based on aggregated 13F filings for Q4 2014.