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First Trust Small Cap Growth AlphaDEX Fund
27 hedge funds and large institutions have $53.1M invested in First Trust Small Cap Growth AlphaDEX Fund in 2015 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
225% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 4
105% more capital invested
Capital invested by funds: $25.9M → $53.1M (+$27.2M)
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
5.82% more ownership
Funds ownership: 63.19% → 69.01% (+5.8%)
4% more funds holding
Funds holding: 26 → 27 (+1)
Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
13
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$16.6M |
| 2 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$5.03M |
| 3 |
Morgan Stanley
New York
|
+$2.39M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.84M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.03M |
Top Sellers
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.54M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$62.1K |
| 3 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$27.5K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$21.8K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$9.85K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FHC
26
First Heartland Consultants
Lake St. Louis,
Missouri
| $624 | +$103K | +3,287 | +20% |
|
|
27
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.54M | -48,807 | Closed |
|