First Trust Mega Cap AlphaDEX Fund
FMK was delisted on the 11th of December, 2020.
23 hedge funds and large institutions have $8.88M invested in First Trust Mega Cap AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 3 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
5% more funds holding
Funds holding: 22 → 23 (+1)
0% more capital invested
Capital invested by funds: $8.87M → $8.88M (+$6K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$221K |
| 2 |
Jane Street
New York
|
+$210K |
| 3 |
Morgan Stanley
New York
|
+$38.2K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$34.1K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$14.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$407K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$293K |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$272K |
| 4 |
NWM
Northwest Wealth Management
Spencer,
Iowa
|
-$208K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$52.8K |
FMK Hedge Fund Activity: Q4 2019 in Review
23 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in First Trust Mega Cap AlphaDEX Fund (FMK) for Q4 2019, worth a combined $8.88M — up 0.07% from $8.87M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FMK positions and 3 closed out — a net gain of 1 holder — while 7 added to existing stakes and 5 trimmed.
The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $221K. The largest seller was Susquehanna International Group, cutting an estimated $407K.
- 23 institutional investors held First Trust Mega Cap AlphaDEX Fund (FMK) as of Q4 2019, up from 22 in Q3 2019.
- Funds reported $8.88M of First Trust Mega Cap AlphaDEX Fund stock for Q4 2019, up 0.07% quarter-over-quarter.
- 4 funds opened new First Trust Mega Cap AlphaDEX Fund positions in Q4 2019 and 3 closed out, a net change of +1 holder.
- The largest First Trust Mega Cap AlphaDEX Fund buyer in Q4 2019 was Independent Advisor Alliance, an estimated $221K added.
- The largest First Trust Mega Cap AlphaDEX Fund seller in Q4 2019 was Susquehanna International Group, an estimated $407K sold.
Based on aggregated 13F filings for Q4 2019.