First Trust Mega Cap AlphaDEX Fund
FMK was delisted on the 11th of December, 2020.
16 hedge funds and large institutions have $6.47M invested in First Trust Mega Cap AlphaDEX Fund in 2015 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 3 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
44% more capital invested
Capital invested by funds: $4.5M → $6.47M (+$1.98M)
6% less funds holding
Funds holding: 17 → 16 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.13M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.01M |
| 3 |
Goldman Sachs
New York
|
+$434K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$156K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$130K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$552K |
| 2 |
CFB
Cullen/Frost Bankers
San Antonio,
Texas
|
-$312K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$234K |
| 4 |
NFG
Next Financial Group
Houston,
Texas
|
-$37K |
| 5 |
Morgan Stanley
New York
|
-$19.6K |
FMK Hedge Fund Activity: Q4 2015 in Review
16 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in First Trust Mega Cap AlphaDEX Fund (FMK) for Q4 2015, worth a combined $6.47M — up 44% from $4.5M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of FMK and 2 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 5 added.
The largest buyer was Raymond James & Associates, opening a new position worth an estimated $1.13M. The largest seller was Citadel Advisors, exiting entirely with an estimated $552K sold.
- 16 institutional investors held First Trust Mega Cap AlphaDEX Fund (FMK) as of Q4 2015, down from 17 in Q3 2015.
- Funds reported $6.47M of First Trust Mega Cap AlphaDEX Fund stock for Q4 2015, up 44% quarter-over-quarter.
- 2 funds opened new First Trust Mega Cap AlphaDEX Fund positions in Q4 2015 and 3 closed out, a net change of -1 holder.
- The largest First Trust Mega Cap AlphaDEX Fund buyer in Q4 2015 was Raymond James & Associates, an estimated $1.13M added.
- The largest First Trust Mega Cap AlphaDEX Fund seller in Q4 2015 was Citadel Advisors, an estimated $552K sold.
Based on aggregated 13F filings for Q4 2015.