First Trust Mid Cap Core AlphaDEX Fund
69 hedge funds and large institutions have $522M invested in First Trust Mid Cap Core AlphaDEX Fund in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 5 closing their positions.
147% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 15
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
3% more funds holding
Funds holding: 67 → 69 (+2)
2.28% more ownership
Funds ownership: 56.06% → 58.34% (+2.3%)
3% more capital invested
Capital invested by funds: $507M → $522M (+$15.1M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$13.2M |
| 2 |
CM
Churchill Management
Los Angeles,
California
|
+$11.2M |
| 3 |
ACM
Argentus Capital Management
Dallas,
Texas
|
+$7.82M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$4.31M |
| 5 |
AIM
Astor Investment Management
Chicago,
Illinois
|
+$3.76M |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.3M |
| 2 |
Jane Street
New York
|
-$2.2M |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$1.06M |
| 4 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
-$969K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$487K |
FNX Hedge Fund Activity: Q3 2014 in Review
69 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Core AlphaDEX Fund (FNX) for Q3 2014, worth a combined $522M — up 3% from $507M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FNX positions and 5 closed out — a net gain of 2 holders — while 37 added to existing stakes and 15 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $13.2M. The largest seller was Bank of America, cutting an estimated $2.3M.
- 69 institutional investors held First Trust Mid Cap Core AlphaDEX Fund (FNX) as of Q3 2014, up from 67 in Q2 2014.
- Funds reported $522M of First Trust Mid Cap Core AlphaDEX Fund stock for Q3 2014, up 3% quarter-over-quarter.
- 7 funds opened new First Trust Mid Cap Core AlphaDEX Fund positions in Q3 2014 and 5 closed out, a net change of +2 holders.
- The largest First Trust Mid Cap Core AlphaDEX Fund buyer in Q3 2014 was Morgan Stanley, an estimated $13.2M added.
- The largest First Trust Mid Cap Core AlphaDEX Fund seller in Q3 2014 was Bank of America, an estimated $2.3M sold.
Based on aggregated 13F filings for Q3 2014.