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FMK

First Trust Mega Cap AlphaDEX Fund

Delisted

FMK was delisted on the 11th of December, 2020.

22 hedge funds and large institutions have $8.64M invested in First Trust Mega Cap AlphaDEX Fund in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

36% more capital invested

Capital invested by funds: $6.34M → $8.64M (+$2.3M)

10% more funds holding

Funds holding: 2022 (+2)

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
3
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.84M +$1.49M +43,481 +477%
LPL Financial
2
LPL Financial
California
$1.39M +$98K +2,859 +8%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.03M +$1.85K +54 +0.2%
GRP
4
Global Retirement Partners
California
$918K +$909K +26,503 +2,650,300%
Citadel Advisors
5
Citadel Advisors
Florida
$878K +$863K +25,170 New
Goldman Sachs
6
Goldman Sachs
New York
$560K
RJA
7
Raymond James & Associates
Florida
$512K +$102K +2,986 +25%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$235K +$343 +10 +0.1%
NWM
9
Northwest Wealth Management
Iowa
$218K
Deutsche Bank
10
Deutsche Bank
Germany
$213K -$1.47M -42,751 -87%
CCA
11
Clearwater Capital Advisors
Illinois
$213K
Morgan Stanley
12
Morgan Stanley
New York
$209K -$19.7K -575 -9%
Wells Fargo
13
Wells Fargo
California
$83K
Bank of America
14
Bank of America
North Carolina
$78K +$1.17K +34 +2%
CWA
15
Clarus Wealth Advisors
Arizona
$73K +$75.7K +2,207 New
UBS Group
16
UBS Group
Switzerland
$61K -$48.7K -1,421 -45%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$59K +$171 +5 +0.3%
AG
18
Advisor Group
Arizona
$36K
LFA
19
Legacy Financial Advisors
Kentucky
$22K
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$15K
SPIA
21
Steward Partners Investment Advisory
New York
$9K

FMK Hedge Fund Activity: Q2 2018 in Review

22 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in First Trust Mega Cap AlphaDEX Fund (FMK) for Q2 2018, worth a combined $8.64M — up 36% from $6.34M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new FMK positions and 0 closed out — a net gain of 2 holders — while 8 added to existing stakes and 3 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.49M. The largest seller was Deutsche Bank, cutting an estimated $1.47M.

  • 22 institutional investors held First Trust Mega Cap AlphaDEX Fund (FMK) as of Q2 2018, up from 20 in Q1 2018.
  • Funds reported $8.64M of First Trust Mega Cap AlphaDEX Fund stock for Q2 2018, up 36% quarter-over-quarter.
  • 2 funds opened new First Trust Mega Cap AlphaDEX Fund positions in Q2 2018 and 0 closed out, a net change of +2 holders.
  • The largest First Trust Mega Cap AlphaDEX Fund buyer in Q2 2018 was Susquehanna International Group, an estimated $1.49M added.
  • The largest First Trust Mega Cap AlphaDEX Fund seller in Q2 2018 was Deutsche Bank, an estimated $1.47M sold.

Based on aggregated 13F filings for Q2 2018.