First Trust Mid Cap Core AlphaDEX Fund
104 hedge funds and large institutions have $370M invested in First Trust Mid Cap Core AlphaDEX Fund in 2017 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 25 reducing their positions, and 9 closing their positions.
133% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 9
84% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 25
13% more funds holding
Funds holding: 92 → 104 (+12)
8% more capital invested
Capital invested by funds: $344M → $370M (+$26.3M)
0.65% more ownership
Funds ownership: 49.22% → 49.87% (+0.65%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$4.77M |
| 2 |
Jane Street
New York
|
+$1.62M |
| 3 |
SI
SII Investments
Appleton,
Wisconsin
|
+$1.62M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.19M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$4.89M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.63M |
| 3 |
VF
Virtu Financial
New York
|
-$1.56M |
| 4 |
IH
IFC Holdings
Tampa,
Florida
|
-$1.47M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.37M |
FNX Hedge Fund Activity: Q4 2017 in Review
104 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Core AlphaDEX Fund (FNX) for Q4 2017, worth a combined $370M — up 7.6% from $344M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new FNX positions and 9 closed out — a net gain of 12 holders — while 46 added to existing stakes and 25 trimmed.
The largest buyer was Benjamin F. Edwards & Company, adding an estimated $4.77M. The largest seller was Stifel Financial, cutting an estimated $4.89M.
- 104 institutional investors held First Trust Mid Cap Core AlphaDEX Fund (FNX) as of Q4 2017, up from 92 in Q3 2017.
- Funds reported $370M of First Trust Mid Cap Core AlphaDEX Fund stock for Q4 2017, up 7.6% quarter-over-quarter.
- 21 funds opened new First Trust Mid Cap Core AlphaDEX Fund positions in Q4 2017 and 9 closed out, a net change of +12 holders.
- The largest First Trust Mid Cap Core AlphaDEX Fund buyer in Q4 2017 was Benjamin F. Edwards & Company, an estimated $4.77M added.
- The largest First Trust Mid Cap Core AlphaDEX Fund seller in Q4 2017 was Stifel Financial, an estimated $4.89M sold.
Based on aggregated 13F filings for Q4 2017.