First Trust Mega Cap AlphaDEX Fund
FMK was delisted on the 11th of December, 2020.
19 hedge funds and large institutions have $5.9M invested in First Trust Mega Cap AlphaDEX Fund in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 0 closing their positions.
27% more funds holding
Funds holding: 15 → 19 (+4)
9% more capital invested
Capital invested by funds: $5.41M → $5.9M (+$489K)
17% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$208K |
| 2 |
LPL Financial
San Diego,
California
|
+$150K |
| 3 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$126K |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$20.4K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$9.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$202K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$55.9K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$34.5K |
| 4 |
Morgan Stanley
New York
|
-$30.3K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$24.9K |
FMK Hedge Fund Activity: Q4 2017 in Review
19 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in First Trust Mega Cap AlphaDEX Fund (FMK) for Q4 2017, worth a combined $5.9M — up 9% from $5.41M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FMK positions and 0 closed out — a net gain of 4 holders — while 5 added to existing stakes and 6 trimmed.
The largest buyer was Stifel Financial, opening a new position worth an estimated $208K. The largest seller was UBS Group, cutting an estimated $202K.
- 19 institutional investors held First Trust Mega Cap AlphaDEX Fund (FMK) as of Q4 2017, up from 15 in Q3 2017.
- Funds reported $5.9M of First Trust Mega Cap AlphaDEX Fund stock for Q4 2017, up 9% quarter-over-quarter.
- 4 funds opened new First Trust Mega Cap AlphaDEX Fund positions in Q4 2017 and 0 closed out, a net change of +4 holders.
- The largest First Trust Mega Cap AlphaDEX Fund buyer in Q4 2017 was Stifel Financial, an estimated $208K added.
- The largest First Trust Mega Cap AlphaDEX Fund seller in Q4 2017 was UBS Group, an estimated $202K sold.
Based on aggregated 13F filings for Q4 2017.