First Trust Mega Cap AlphaDEX Fund
FMK was delisted on the 11th of December, 2020.
10 hedge funds and large institutions have $4.54M invested in First Trust Mega Cap AlphaDEX Fund in 2013 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 0 closing their positions.
131% more capital invested
Capital invested by funds: $1.96M → $4.54M (+$2.58M)
11% more funds holding
Funds holding: 9 → 10 (+1)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.66M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$887K |
| 3 |
LPL Financial
San Diego,
California
|
+$147K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$330K |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$16.2K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$8.68K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$8.41K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $1.72M | +$1.66M | +69,117 | New |
|
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.02M | +$887K | +36,893 | +891% |
|
|
3
LPL Financial
San Diego,
California
| $663K | +$147K | +6,109 | +30% |
|
|
4
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $416K | -$8.68K | -361 | -2% |
|
|
RJA
5
Raymond James & Associates
St Petersburg,
Florida
| $323K | -$8.41K | -350 | -3% |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $259K | -$330K | -13,719 | -57% |
|
7
Wells Fargo
San Francisco,
California
| $75K | – | – | – |
|
|
DADC
8
D.A. Davidson & Co
Great Falls,
Montana
| $33K | – | – | – |
|
9
Bank of America
Charlotte,
North Carolina
| $13K | – | – | – |
|
|
U
10
UBS
Zurich,
Switzerland
| $5K | -$16.2K | -676 | -77% |
|
FMK Hedge Fund Activity: Q4 2013 in Review
10 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in First Trust Mega Cap AlphaDEX Fund (FMK) for Q4 2013, worth a combined $4.54M — up 131% from $1.96M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new FMK positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 4 trimmed.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $1.66M. The largest seller was Susquehanna International Group, cutting an estimated $330K.
- 10 institutional investors held First Trust Mega Cap AlphaDEX Fund (FMK) as of Q4 2013, up from 9 in Q3 2013.
- Funds reported $4.54M of First Trust Mega Cap AlphaDEX Fund stock for Q4 2013, up 131% quarter-over-quarter.
- 1 fund opened new First Trust Mega Cap AlphaDEX Fund positions in Q4 2013 and 0 closed out, a net change of +1 holder.
- The largest First Trust Mega Cap AlphaDEX Fund buyer in Q4 2013 was Morgan Stanley, an estimated $1.66M added.
- The largest First Trust Mega Cap AlphaDEX Fund seller in Q4 2013 was Susquehanna International Group, an estimated $330K sold.
Based on aggregated 13F filings for Q4 2013.