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First Trust Mid Cap Core AlphaDEX Fund
FNX

50 hedge funds and large institutions have $264M invested in First Trust Mid Cap Core AlphaDEX Fund in 2013 Q2 according to their latest regulatory filings, with 50 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

61.76% more ownership

Funds ownership: 0% → 61.76% (+62%)

Holders
50
Holders Change
+50
Holders Change %
–
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
50
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
KCG
26
Knight Capital Group
$845K +$845K +20,011 New
SHA
27
Smith Hayes Advisers
Nebraska
$707K +$706K +16,726 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$588K +$588K +13,923 New
OC
29
Oppenheimer & Co
New York
$482K +$482K +11,412 New
PI
30
Placemark Investments
Illinois
$419K +$419K +9,920 New
Comerica Bank
31
Comerica Bank
Texas
$373K +$373K +8,826 New
UR
32
USCA RIA
Texas
$309K +$309K +7,322 New
SI
33
SII Investments
Wisconsin
$302K +$302K +7,143 New
BRWA
34
B. Riley Wealth Advisors
Florida
$234K +$233K +5,530 New
CP
35
Camelot Portfolios
Ohio
$228K +$228K +5,408 New
TT
36
Tower Trust
Indiana
$225K +$224K +5,315 New
Deutsche Bank
37
Deutsche Bank
Germany
$197K +$198K +4,684 New
WA
38
WFG Advisors
Texas
$157K +$157K +3,718 New
SF
39
Synovus Financial
Georgia
$151K +$151K +3,579 New
Creative Planning
40
Creative Planning
Kansas
$145K +$145K +3,426 New
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$126K +$125K +2,972 New
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$102K +$102K +2,423 New
BFEC
43
Benjamin F. Edwards & Company
Missouri
$76K +$76K +1,800 New
FHC
44
First Heartland Consultants
Missouri
$50K +$50.4K +1,195 New
NES
45
New England Securities
New York
$44K +$43.9K +1,040 New
Citigroup
46
Citigroup
New York
$25K +$24.9K +590 New
MFS
47
MSI Financial Services
Massachusetts
$22K +$21.7K +515 New
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$22K +$21.9K +520 New
BTS
49
BB&T Securities
Virginia
$21.8K +$2.17M +51,520 New
WRM
50
Westport Resources Management
Connecticut
$10K +$9.58K +227 New
1
2

FNX Hedge Fund Activity: Q2 2013 in Review

50 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Core AlphaDEX Fund (FNX) for Q2 2013, worth a combined $264M.

Buyers outnumbered sellers: 50 funds opened new FNX positions and 0 closed out — a net gain of 50 holders — while 0 added to existing stakes and 0 trimmed.

  • 50 institutional investors held First Trust Mid Cap Core AlphaDEX Fund (FNX) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $264M of First Trust Mid Cap Core AlphaDEX Fund stock for Q2 2013.
  • 50 funds opened new First Trust Mid Cap Core AlphaDEX Fund positions in Q2 2013 and 0 closed out, a net change of +50 holders.

Based on aggregated 13F filings for Q2 2013.