First Trust Mid Cap Core AlphaDEX Fund
159 hedge funds and large institutions have $621M invested in First Trust Mid Cap Core AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 52 increasing their positions, 47 reducing their positions, and 10 closing their positions.
240% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 10
16% more funds holding
Funds holding: 137 → 159 (+22)
11% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 47
5% more capital invested
Capital invested by funds: $590M → $621M (+$31.6M)
0.96% more ownership
Funds ownership: 57.35% → 58.31% (+0.96%)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.52M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$3.24M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.96M |
| 4 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
+$2.9M |
| 5 |
AF
Allworth Financial
Folsom,
California
|
+$2.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
-$6.62M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$4.73M |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$3.69M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$3.52M |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$3.29M |
FNX Hedge Fund Activity: Q4 2021 in Review
159 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Core AlphaDEX Fund (FNX) for Q4 2021, worth a combined $621M — up 5.4% from $590M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new FNX positions and 10 closed out — a net gain of 24 holders — while 52 added to existing stakes and 47 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $4.52M. The largest seller was Golden State Equity Partners, cutting an estimated $6.62M.
- 159 institutional investors held First Trust Mid Cap Core AlphaDEX Fund (FNX) as of Q4 2021, up from 137 in Q3 2021.
- Funds reported $621M of First Trust Mid Cap Core AlphaDEX Fund stock for Q4 2021, up 5.4% quarter-over-quarter.
- 34 funds opened new First Trust Mid Cap Core AlphaDEX Fund positions in Q4 2021 and 10 closed out, a net change of +24 holders.
- The largest First Trust Mid Cap Core AlphaDEX Fund buyer in Q4 2021 was Raymond James Financial Services Advisors, an estimated $4.52M added.
- The largest First Trust Mid Cap Core AlphaDEX Fund seller in Q4 2021 was Golden State Equity Partners, an estimated $6.62M sold.
Based on aggregated 13F filings for Q4 2021.