First Trust Mega Cap AlphaDEX Fund
FMK was delisted on the 11th of December, 2020.
10 hedge funds and large institutions have $4.75M invested in First Trust Mega Cap AlphaDEX Fund in 2014 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
5% more capital invested
Capital invested by funds: $4.54M → $4.75M (+$219K)
0% more funds holding
Funds holding: 10 → 10 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$927K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$373K |
| 3 |
LPL Financial
San Diego,
California
|
+$249K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$8.02K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$4.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.28M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$34.6K |
| 3 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$3.09K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2.48K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.38M | +$373K | +15,079 | +37% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.19M | +$927K | +37,463 | +360% |
|
|
3
LPL Financial
San Diego,
California
| $911K | +$249K | +10,076 | +38% |
|
|
4
Morgan Stanley
New York
| $434K | -$1.28M | -51,692 | -75% |
|
|
5
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $380K | -$34.6K | -1,397 | -8% |
|
|
RJA
6
Raymond James & Associates
St Petersburg,
Florida
| $330K | +$8.02K | +324 | +3% |
|
|
7
Wells Fargo
San Francisco,
California
| $72K | -$2.48K | -100 | -3% |
|
|
DADC
8
D.A. Davidson & Co
Great Falls,
Montana
| $30K | -$3.09K | -125 | -9% |
|
|
9
Bank of America
Charlotte,
North Carolina
| $18K | +$4.7K | +190 | +36% |
|
|
U
10
UBS
Zurich,
Switzerland
| $6K | +$1.36K | +55 | +28% |
|
FMK Hedge Fund Activity: Q1 2014 in Review
10 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in First Trust Mega Cap AlphaDEX Fund (FMK) for Q1 2014, worth a combined $4.75M — up 4.8% from $4.54M a quarter earlier.
Fund positioning in FMK was balanced in Q1 2014: 0 funds opened new positions, 0 closed out, 6 added to existing stakes and 4 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $927K. The largest seller was Morgan Stanley, cutting an estimated $1.28M.
- 10 institutional investors held First Trust Mega Cap AlphaDEX Fund (FMK) as of Q1 2014, unchanged from Q4 2013.
- Funds reported $4.75M of First Trust Mega Cap AlphaDEX Fund stock for Q1 2014, up 4.8% quarter-over-quarter.
- 0 funds opened new First Trust Mega Cap AlphaDEX Fund positions in Q1 2014 and 0 closed out.
- The largest First Trust Mega Cap AlphaDEX Fund buyer in Q1 2014 was Susquehanna International Group, an estimated $927K added.
- The largest First Trust Mega Cap AlphaDEX Fund seller in Q1 2014 was Morgan Stanley, an estimated $1.28M sold.
Based on aggregated 13F filings for Q1 2014.