First Trust Mid Cap Value AlphaDEX Fund
FNK
22 hedge funds and large institutions have $50M invested in First Trust Mid Cap Value AlphaDEX Fund in 2015 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 4
2% more capital invested
Capital invested by funds: $49M → $50M (+$938K)
0% more funds holding
Funds holding: 22 → 22 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0.59% less ownership
Funds ownership: 64.28% → 63.68% (-0.59%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.22M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$689K |
| 3 |
HF
HRT Financial
New York
|
+$477K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$259K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$226K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.81M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$852K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$154K |
| 4 |
Jane Street
New York
|
-$81.9K |
| 5 |
Goldman Sachs
New York
|
-$6.24K |
FNK Hedge Fund Activity: Q2 2015 in Review
22 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Value AlphaDEX Fund (FNK) for Q2 2015, worth a combined $50M — up 1.9% from $49M a quarter earlier.
Fund positioning in FNK was balanced in Q2 2015: 2 funds opened new positions, 2 closed out, 12 added to existing stakes and 4 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $2.22M. The largest seller was Morgan Stanley, cutting an estimated $1.81M.
- 22 institutional investors held First Trust Mid Cap Value AlphaDEX Fund (FNK) as of Q2 2015, unchanged from Q1 2015.
- Funds reported $50M of First Trust Mid Cap Value AlphaDEX Fund stock for Q2 2015, up 1.9% quarter-over-quarter.
- 2 funds opened new First Trust Mid Cap Value AlphaDEX Fund positions in Q2 2015 and 2 closed out, a net change of 0 holders.
- The largest First Trust Mid Cap Value AlphaDEX Fund buyer in Q2 2015 was Susquehanna International Group, an estimated $2.22M added.
- The largest First Trust Mid Cap Value AlphaDEX Fund seller in Q2 2015 was Morgan Stanley, an estimated $1.81M sold.
Based on aggregated 13F filings for Q2 2015.