First Trust Germany AlphaDEX Fund
22 hedge funds and large institutions have $69.9M invested in First Trust Germany AlphaDEX Fund in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 4 closing their positions.
50% more capital invested
Capital invested by funds: $46.6M → $69.9M (+$23.3M)
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
5% more funds holding
Funds holding: 21 → 22 (+1)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$18.3M |
| 2 |
AP
Atwood & Palmer
Kansas City,
Missouri
|
+$3.32M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.74M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$557K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$498K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.68M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.47M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$1.41M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$795K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$779K |
FGM Hedge Fund Activity: Q1 2015 in Review
22 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in First Trust Germany AlphaDEX Fund (FGM) for Q1 2015, worth a combined $69.9M — up 50% from $46.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FGM positions and 4 closed out — a net gain of 1 holder — while 8 added to existing stakes and 8 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $18.3M. The largest seller was Morgan Stanley, cutting an estimated $2.68M.
- 22 institutional investors held First Trust Germany AlphaDEX Fund (FGM) as of Q1 2015, up from 21 in Q4 2014.
- Funds reported $69.9M of First Trust Germany AlphaDEX Fund stock for Q1 2015, up 50% quarter-over-quarter.
- 5 funds opened new First Trust Germany AlphaDEX Fund positions in Q1 2015 and 4 closed out, a net change of +1 holder.
- The largest First Trust Germany AlphaDEX Fund buyer in Q1 2015 was First Trust Advisors, an estimated $18.3M added.
- The largest First Trust Germany AlphaDEX Fund seller in Q1 2015 was Morgan Stanley, an estimated $2.68M sold.
Based on aggregated 13F filings for Q1 2015.