First Trust Small Cap Growth AlphaDEX Fund
70 hedge funds and large institutions have $107M invested in First Trust Small Cap Growth AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 17 closing their positions.
7% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 27
2.37% less ownership
Funds ownership: 60.34% → 57.97% (-2.4%)
15% less funds holding
Funds holding: 82 → 70 (-12)
29% less capital invested
Capital invested by funds: $150M → $107M (-$43M)
71% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 17
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
Top Sellers
| 1 |
AC
Avestar Capital
New York
|
-$8.97M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.84M |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$2.79M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$1.62M |
| 5 |
Morgan Stanley
New York
|
-$1.44M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Citadel Advisors
Miami,
Florida
| – | -$476K | -6,969 | Closed |
|
|
MCC
77
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$401K | -5,872 | Closed |
|
|
SG
78
StoneX Group
New York
| – | -$313K | -4,581 | Closed |
|
|
OC
79
Oppenheimer & Co
New York
| – | -$312K | -4,570 | Closed |
|
|
IP
80
Ignite Planners
San Clemente,
California
| – | -$280K | -4,475 | Closed |
|
|
IA
81
IFG Advisory
Atlanta,
Georgia
| – | -$291K | -4,263 | Closed |
|
|
WW
82
Waterfront Wealth
Overland Park,
Kansas
| – | -$241K | -3,680 | Closed |
|
|
AAS
83
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$235K | -3,433 | Closed |
|
|
SEP
84
Southland Equity Partners
Wildwood,
Missouri
| – | -$213K | -3,111 | Closed |
|
85
Koshinski Asset Management
Decatur,
Illinois
| – | -$141K | -2,070 | Closed |
|
|
PFS
86
Prospera Financial Services
Dallas,
Texas
| – | -$37K | -546 | Closed |
|
FYC Hedge Fund Activity: Q2 2022 in Review
70 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Growth AlphaDEX Fund (FYC) for Q2 2022, worth a combined $107M — down 29% from $150M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of FYC and 5 opened new positions — a net loss of 12 holders — while 27 trimmed existing stakes and 25 added.
The largest buyer was Susquehanna International Group, adding an estimated $2.07M. The largest seller was Avestar Capital, exiting entirely with an estimated $8.97M sold.
- 70 institutional investors held First Trust Small Cap Growth AlphaDEX Fund (FYC) as of Q2 2022, down from 82 in Q1 2022.
- Funds reported $107M of First Trust Small Cap Growth AlphaDEX Fund stock for Q2 2022, down 29% quarter-over-quarter.
- 5 funds opened new First Trust Small Cap Growth AlphaDEX Fund positions in Q2 2022 and 17 closed out, a net change of -12 holders.
- The largest First Trust Small Cap Growth AlphaDEX Fund buyer in Q2 2022 was Susquehanna International Group, an estimated $2.07M added.
- The largest First Trust Small Cap Growth AlphaDEX Fund seller in Q2 2022 was Avestar Capital, an estimated $8.97M sold.
Based on aggregated 13F filings for Q2 2022.