First Trust Financials AlphaDEX Fund
175 hedge funds and large institutions have $1.46B invested in First Trust Financials AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 64 increasing their positions, 54 reducing their positions, and 12 closing their positions.
208% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 12
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
19% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 54
13% more funds holding
Funds holding: 155 → 175 (+20)
11% more capital invested
Capital invested by funds: $1.32B → $1.46B (+$140M)
0.9% less ownership
Funds ownership: 75.27% → 74.37% (-0.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$13.7M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$10.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$5.57M |
| 4 |
Morgan Stanley
New York
|
+$4.37M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.38M |
| 2 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
-$1.54M |
| 3 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$1.4M |
| 4 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$1.35M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.2M |
FXO Hedge Fund Activity: Q4 2019 in Review
175 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in First Trust Financials AlphaDEX Fund (FXO) for Q4 2019, worth a combined $1.46B — up 11% from $1.32B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new FXO positions and 12 closed out — a net gain of 25 holders — while 64 added to existing stakes and 54 trimmed.
The largest buyer was Truist Financial, opening a new position worth an estimated $13.7M. The largest seller was Jane Street, exiting entirely with an estimated $2.38M sold.
- 175 institutional investors held First Trust Financials AlphaDEX Fund (FXO) as of Q4 2019, up from 155 in Q3 2019.
- Funds reported $1.46B of First Trust Financials AlphaDEX Fund stock for Q4 2019, up 11% quarter-over-quarter.
- 37 funds opened new First Trust Financials AlphaDEX Fund positions in Q4 2019 and 12 closed out, a net change of +25 holders.
- The largest First Trust Financials AlphaDEX Fund buyer in Q4 2019 was Truist Financial, an estimated $13.7M added.
- The largest First Trust Financials AlphaDEX Fund seller in Q4 2019 was Jane Street, an estimated $2.38M sold.
Based on aggregated 13F filings for Q4 2019.