First Trust Financials AlphaDEX Fund
FXO
101 hedge funds and large institutions have $660M invested in First Trust Financials AlphaDEX Fund in 2015 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 20 reducing their positions, and 11 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
140% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 20
127% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 11
19% more capital invested
Capital invested by funds: $556M → $660M (+$104M)
15% more funds holding
Funds holding: 88 → 101 (+13)
1.05% less ownership
Funds ownership: 64.48% → 63.43% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$28.5M |
| 2 |
HA
Hays Advisory
Franklin,
Tennessee
|
+$23.3M |
| 3 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
+$18.2M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$14.9M |
| 5 |
LPL Financial
San Diego,
California
|
+$13.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$23.7M |
| 2 |
CI
Cavalier Investments
Alpharetta,
Georgia
|
-$20.2M |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$12.7M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$5.06M |
| 5 |
VF
Virtu Financial
New York
|
-$4.29M |
FXO Hedge Fund Activity: Q4 2015 in Review
101 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in First Trust Financials AlphaDEX Fund (FXO) for Q4 2015, worth a combined $660M — up 19% from $556M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new FXO positions and 11 closed out — a net gain of 14 holders — while 48 added to existing stakes and 20 trimmed.
The largest buyer was Wells Fargo, adding an estimated $28.5M. The largest seller was Goldman Sachs, cutting an estimated $23.7M.
- 101 institutional investors held First Trust Financials AlphaDEX Fund (FXO) as of Q4 2015, up from 88 in Q3 2015.
- Funds reported $660M of First Trust Financials AlphaDEX Fund stock for Q4 2015, up 19% quarter-over-quarter.
- 25 funds opened new First Trust Financials AlphaDEX Fund positions in Q4 2015 and 11 closed out, a net change of +14 holders.
- The largest First Trust Financials AlphaDEX Fund buyer in Q4 2015 was Wells Fargo, an estimated $28.5M added.
- The largest First Trust Financials AlphaDEX Fund seller in Q4 2015 was Goldman Sachs, an estimated $23.7M sold.
Based on aggregated 13F filings for Q4 2015.