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First Trust Mid Cap Value AlphaDEX Fund
FNK
FNK
8 hedge funds and large institutions have $7.6M invested in First Trust Mid Cap Value AlphaDEX Fund in 2013 Q2 according to their latest regulatory filings, with 8 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
New
Increased
Maintained
Reduced
Closed
43.44% more ownership
Funds ownership: 0% → 43.44% (+43%)
Holders
8
Holders Change
+8
Holders Change %
–
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
No buyers this quarter
Top Sellers
No sellers this quarter
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Morgan Stanley
New York
| $3.4M | +$3.37M | +136,088 | New |
|
2
Wells Fargo
San Francisco,
California
| $2.69M | +$2.67M | +107,814 | New |
|
|
CS
3
Credit Suisse
Zurich,
Switzerland
| $537K | +$533K | +21,491 | New |
|
|
KIA
4
KCM Investment Advisors
Greenbrae,
California
| $353K | +$351K | +14,144 | New |
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $273K | +$271K | +10,934 | New |
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $265K | +$263K | +10,596 | New |
|
7
Ameriprise
Minneapolis,
Minnesota
| $56K | +$55.5K | +2,239 | New |
|
|
U
8
UBS
Zurich,
Switzerland
| $20K | +$19.8K | +800 | New |
|
FNK Hedge Fund Activity: Q2 2013 in Review
8 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Value AlphaDEX Fund (FNK) for Q2 2013, worth a combined $7.6M.
Buyers outnumbered sellers: 8 funds opened new FNK positions and 0 closed out — a net gain of 8 holders — while 0 added to existing stakes and 0 trimmed.
- 8 institutional investors held First Trust Mid Cap Value AlphaDEX Fund (FNK) as of Q2 2013, up from 0 in Q1 2013.
- Funds reported $7.6M of First Trust Mid Cap Value AlphaDEX Fund stock for Q2 2013.
- 8 funds opened new First Trust Mid Cap Value AlphaDEX Fund positions in Q2 2013 and 0 closed out, a net change of +8 holders.
Based on aggregated 13F filings for Q2 2013.