First Trust Mega Cap AlphaDEX Fund
FMK was delisted on the 11th of December, 2020.
15 hedge funds and large institutions have $4.88M invested in First Trust Mega Cap AlphaDEX Fund in 2016 Q4 according to their latest regulatory filings, with funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
9% more capital invested
Capital invested by funds: $4.47M → $4.88M (+$400K)
12% less funds holding
Funds holding: 17 → 15 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$261K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$106K |
| 3 |
WA
WFG Advisors
Dallas,
Texas
|
+$27.5K |
| 4 |
Morgan Stanley
New York
|
+$22.7K |
| 5 |
LPL Financial
San Diego,
California
|
+$14.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$137K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$30.2K |
| 3 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$14.6K |
| 4 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$8K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$741 |
FMK Hedge Fund Activity: Q4 2016 in Review
15 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in First Trust Mega Cap AlphaDEX Fund (FMK) for Q4 2016, worth a combined $4.88M — up 8.9% from $4.47M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of FMK and 0 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 7 added.
The largest buyer was Susquehanna International Group, adding an estimated $261K. The largest seller was UBS Group, cutting an estimated $137K.
- 15 institutional investors held First Trust Mega Cap AlphaDEX Fund (FMK) as of Q4 2016, down from 17 in Q3 2016.
- Funds reported $4.88M of First Trust Mega Cap AlphaDEX Fund stock for Q4 2016, up 8.9% quarter-over-quarter.
- 0 funds opened new First Trust Mega Cap AlphaDEX Fund positions in Q4 2016 and 2 closed out, a net change of -2 holders.
- The largest First Trust Mega Cap AlphaDEX Fund buyer in Q4 2016 was Susquehanna International Group, an estimated $261K added.
- The largest First Trust Mega Cap AlphaDEX Fund seller in Q4 2016 was UBS Group, an estimated $137K sold.
Based on aggregated 13F filings for Q4 2016.