First Trust Mid Cap Value AlphaDEX Fund
FNK
10 hedge funds and large institutions have $14.7M invested in First Trust Mid Cap Value AlphaDEX Fund in 2014 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 0 closing their positions.
700% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 1
41% more capital invested
Capital invested by funds: $10.4M → $14.7M (+$4.24M)
11% more funds holding
Funds holding: 9 → 10 (+1)
3.03% more ownership
Funds ownership: 36.97% → 40% (+3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.48M |
| 2 |
Morgan Stanley
New York
|
+$1.29M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$598K |
| 4 |
HFS
HL Financial Services
Louisville,
Kentucky
|
+$242K |
| 5 |
LPL Financial
San Diego,
California
|
+$197K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
-$234K |
FNK Hedge Fund Activity: Q1 2014 in Review
10 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Value AlphaDEX Fund (FNK) for Q1 2014, worth a combined $14.7M — up 41% from $10.4M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new FNK positions and 0 closed out — a net gain of 1 holder — while 8 added to existing stakes and 1 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $1.48M. The largest seller was KCM Investment Advisors, cutting an estimated $234K.
- 10 institutional investors held First Trust Mid Cap Value AlphaDEX Fund (FNK) as of Q1 2014, up from 9 in Q4 2013.
- Funds reported $14.7M of First Trust Mid Cap Value AlphaDEX Fund stock for Q1 2014, up 41% quarter-over-quarter.
- 1 fund opened new First Trust Mid Cap Value AlphaDEX Fund positions in Q1 2014 and 0 closed out, a net change of +1 holder.
- The largest First Trust Mid Cap Value AlphaDEX Fund buyer in Q1 2014 was Susquehanna International Group, an estimated $1.48M added.
- The largest First Trust Mid Cap Value AlphaDEX Fund seller in Q1 2014 was KCM Investment Advisors, an estimated $234K sold.
Based on aggregated 13F filings for Q1 2014.