First Trust Financials AlphaDEX Fund
145 hedge funds and large institutions have $534M invested in First Trust Financials AlphaDEX Fund in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 51 reducing their positions, and 18 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
28% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 18
4% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 51
2% more capital invested
Capital invested by funds: $524M → $534M (+$10.1M)
1% more funds holding
Funds holding: 144 → 145 (+1)
0.31% less ownership
Funds ownership: 53.65% → 53.33% (-0.31%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
Navellier & Associates
Reno,
Nevada
|
+$12.2M |
| 2 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$6.46M |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$4.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3.74M |
| 5 |
MFS
Madrona Financial Services
Everett,
Washington
|
+$3.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$11.5M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$6.55M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.99M |
| 4 |
Morgan Stanley
New York
|
-$4.26M |
| 5 |
AA
Advisory Alpha
Holland,
Michigan
|
-$3.48M |
FXO Hedge Fund Activity: Q2 2019 in Review
145 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in First Trust Financials AlphaDEX Fund (FXO) for Q2 2019, worth a combined $534M — up 1.9% from $524M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new FXO positions and 18 closed out — a net gain of 5 holders — while 53 added to existing stakes and 51 trimmed.
The largest buyer was Navellier & Associates, opening a new position worth an estimated $12.2M. The largest seller was UBS Group, cutting an estimated $11.5M.
- 145 institutional investors held First Trust Financials AlphaDEX Fund (FXO) as of Q2 2019, up from 144 in Q1 2019.
- Funds reported $534M of First Trust Financials AlphaDEX Fund stock for Q2 2019, up 1.9% quarter-over-quarter.
- 23 funds opened new First Trust Financials AlphaDEX Fund positions in Q2 2019 and 18 closed out, a net change of +5 holders.
- The largest First Trust Financials AlphaDEX Fund buyer in Q2 2019 was Navellier & Associates, an estimated $12.2M added.
- The largest First Trust Financials AlphaDEX Fund seller in Q2 2019 was UBS Group, an estimated $11.5M sold.
Based on aggregated 13F filings for Q2 2019.