First Trust Mega Cap AlphaDEX Fund
FMK was delisted on the 11th of December, 2020.
20 hedge funds and large institutions have $6.34M invested in First Trust Mega Cap AlphaDEX Fund in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
8% more capital invested
Capital invested by funds: $5.9M → $6.34M (+$445K)
5% more funds holding
Funds holding: 19 → 20 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$1.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$441K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$235K |
| 4 |
NWM
Northwest Wealth Management
Spencer,
Iowa
|
+$219K |
| 5 |
Morgan Stanley
New York
|
+$82.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.07M |
| 2 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$968K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$211K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$25K |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$21K |
FMK Hedge Fund Activity: Q1 2018 in Review
20 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in First Trust Mega Cap AlphaDEX Fund (FMK) for Q1 2018, worth a combined $6.34M — up 7.5% from $5.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FMK positions and 2 closed out — a net gain of 1 holder — while 7 added to existing stakes and 5 trimmed.
The largest buyer was Deutsche Bank, opening a new position worth an estimated $1.7M. The largest seller was Susquehanna International Group, cutting an estimated $1.07M.
- 20 institutional investors held First Trust Mega Cap AlphaDEX Fund (FMK) as of Q1 2018, up from 19 in Q4 2017.
- Funds reported $6.34M of First Trust Mega Cap AlphaDEX Fund stock for Q1 2018, up 7.5% quarter-over-quarter.
- 3 funds opened new First Trust Mega Cap AlphaDEX Fund positions in Q1 2018 and 2 closed out, a net change of +1 holder.
- The largest First Trust Mega Cap AlphaDEX Fund buyer in Q1 2018 was Deutsche Bank, an estimated $1.7M added.
- The largest First Trust Mega Cap AlphaDEX Fund seller in Q1 2018 was Susquehanna International Group, an estimated $1.07M sold.
Based on aggregated 13F filings for Q1 2018.