First Trust Mid Cap Core AlphaDEX Fund
93 hedge funds and large institutions have $368M invested in First Trust Mid Cap Core AlphaDEX Fund in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 21 reducing their positions, and 6 closing their positions.
138% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 21
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
4% more funds holding
Funds holding: 89 → 93 (+4)
3% more capital invested
Capital invested by funds: $356M → $368M (+$11.7M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.21% less ownership
Funds ownership: 50.81% → 50.61% (-0.21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$3.84M |
| 2 |
PFA
Pinnacle Family Advisors
Springfield,
Missouri
|
+$2.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.43M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.54M |
| 5 |
Jane Street
New York
|
+$1.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
Astor Investment Management
Chicago,
Illinois
|
-$7.23M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$6.64M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$5.92M |
| 4 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$1.88M |
| 5 |
Morgan Stanley
New York
|
-$1.1M |
FNX Hedge Fund Activity: Q1 2017 in Review
93 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Core AlphaDEX Fund (FNX) for Q1 2017, worth a combined $368M — up 3.3% from $356M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FNX positions and 6 closed out — a net gain of 5 holders — while 50 added to existing stakes and 21 trimmed.
The largest buyer was Flow Traders U.S., adding an estimated $3.84M. The largest seller was Astor Investment Management, exiting entirely with an estimated $7.23M sold.
- 93 institutional investors held First Trust Mid Cap Core AlphaDEX Fund (FNX) as of Q1 2017, up from 89 in Q4 2016.
- Funds reported $368M of First Trust Mid Cap Core AlphaDEX Fund stock for Q1 2017, up 3.3% quarter-over-quarter.
- 11 funds opened new First Trust Mid Cap Core AlphaDEX Fund positions in Q1 2017 and 6 closed out, a net change of +5 holders.
- The largest First Trust Mid Cap Core AlphaDEX Fund buyer in Q1 2017 was Flow Traders U.S., an estimated $3.84M added.
- The largest First Trust Mid Cap Core AlphaDEX Fund seller in Q1 2017 was Astor Investment Management, an estimated $7.23M sold.
Based on aggregated 13F filings for Q1 2017.