First Trust Mega Cap AlphaDEX Fund
FMK was delisted on the 11th of December, 2020.
13 hedge funds and large institutions have $5.02M invested in First Trust Mega Cap AlphaDEX Fund in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
18% more funds holding
Funds holding: 11 → 13 (+2)
11% more capital invested
Capital invested by funds: $4.54M → $5.02M (+$479K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$451K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$302K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$179K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$48.2K |
| 5 |
NES
New England Securities
New York
|
+$46.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$380K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$150K |
| 3 |
LPL Financial
San Diego,
California
|
-$48.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.19M | -$150K | -5,616 | -11% |
|
|
2
LPL Financial
San Diego,
California
| $986K | -$48.8K | -1,834 | -5% |
|
|
3
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $648K | -$380K | -14,253 | -37% |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $534K | +$179K | +6,712 | +49% |
|
|
5
Bank of America
Charlotte,
North Carolina
| $487K | +$451K | +16,940 | +1,089% |
|
|
RJA
6
Raymond James & Associates
St Petersburg,
Florida
| $385K | +$48.2K | +1,809 | +14% |
|
|
7
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $299K | +$302K | +11,350 | New |
|
8
Morgan Stanley
New York
| $276K | +$32.5K | +1,220 | +13% |
|
9
Wells Fargo
San Francisco,
California
| $66K | – | – | – |
|
|
NES
10
New England Securities
New York
| $46K | +$46.6K | +1,750 | New |
|
|
MFS
11
MSI Financial Services
Springfield,
Massachusetts
| $38K | +$23K | +865 | +154% |
|
|
DADC
12
D.A. Davidson & Co
Great Falls,
Montana
| $32K | – | – | – |
|
|
U
13
UBS
Zurich,
Switzerland
| $29K | +$24K | +902 | +451% |
|
FMK Hedge Fund Activity: Q3 2014 in Review
13 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in First Trust Mega Cap AlphaDEX Fund (FMK) for Q3 2014, worth a combined $5.02M — up 11% from $4.54M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new FMK positions and 0 closed out — a net gain of 2 holders — while 6 added to existing stakes and 3 trimmed.
The largest buyer was Bank of America, adding an estimated $451K. The largest seller was Deutsche Bank, cutting an estimated $380K.
- 13 institutional investors held First Trust Mega Cap AlphaDEX Fund (FMK) as of Q3 2014, up from 11 in Q2 2014.
- Funds reported $5.02M of First Trust Mega Cap AlphaDEX Fund stock for Q3 2014, up 11% quarter-over-quarter.
- 2 funds opened new First Trust Mega Cap AlphaDEX Fund positions in Q3 2014 and 0 closed out, a net change of +2 holders.
- The largest First Trust Mega Cap AlphaDEX Fund buyer in Q3 2014 was Bank of America, an estimated $451K added.
- The largest First Trust Mega Cap AlphaDEX Fund seller in Q3 2014 was Deutsche Bank, an estimated $380K sold.
Based on aggregated 13F filings for Q3 2014.