First Trust Mid Cap Core AlphaDEX Fund
127 hedge funds and large institutions have $462M invested in First Trust Mid Cap Core AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 38 increasing their positions, 43 reducing their positions, and 6 closing their positions.
317% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 6
17% more funds holding
Funds holding: 109 → 127 (+18)
11% more capital invested
Capital invested by funds: $417M → $462M (+$44.6M)
2.19% more ownership
Funds ownership: 49.4% → 51.59% (+2.2%)
12% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 43
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$4.97M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.57M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$2.69M |
| 4 |
Morgan Stanley
New York
|
+$1.85M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.08M |
Top Sellers
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.78M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.17M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.97M |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$1.53M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.37M |
FNX Hedge Fund Activity: Q4 2019 in Review
127 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Core AlphaDEX Fund (FNX) for Q4 2019, worth a combined $462M — up 11% from $417M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new FNX positions and 6 closed out — a net gain of 19 holders — while 38 added to existing stakes and 43 trimmed.
The largest buyer was Wells Fargo, adding an estimated $4.97M. The largest seller was Royal Bank of Canada, cutting an estimated $2.78M.
- 127 institutional investors held First Trust Mid Cap Core AlphaDEX Fund (FNX) as of Q4 2019, up from 109 in Q3 2019.
- Funds reported $462M of First Trust Mid Cap Core AlphaDEX Fund stock for Q4 2019, up 11% quarter-over-quarter.
- 25 funds opened new First Trust Mid Cap Core AlphaDEX Fund positions in Q4 2019 and 6 closed out, a net change of +19 holders.
- The largest First Trust Mid Cap Core AlphaDEX Fund buyer in Q4 2019 was Wells Fargo, an estimated $4.97M added.
- The largest First Trust Mid Cap Core AlphaDEX Fund seller in Q4 2019 was Royal Bank of Canada, an estimated $2.78M sold.
Based on aggregated 13F filings for Q4 2019.