First Trust Small Cap Growth AlphaDEX Fund
78 hedge funds and large institutions have $168M invested in First Trust Small Cap Growth AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
17% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 23
1% more funds holding
Funds holding: 77 → 78 (+1)
1% more capital invested
Capital invested by funds: $167M → $168M (+$1.07M)
0.21% more ownership
Funds ownership: 62.09% → 62.3% (+0.21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.3M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.31M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$827K |
| 4 |
Morgan Stanley
New York
|
+$587K |
| 5 |
GWP
Gateway Wealth Partners
Appleton,
Wisconsin
|
+$578K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$2.61M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$553K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$483K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$460K |
| 5 |
Jane Street
New York
|
-$333K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Russell Investments Group
London,
United Kingdom
| $2.04K | +$2.02K | +31 | New |
|
|
TCG
77
Transcendent Capital Group
Edmond,
Oklahoma
| $1.65K | – | – | – |
|
|
S
78
SignatureFD
Atlanta,
Georgia
| $791 | – | – | – |
|
|
PAG
79
Private Advisor Group
Morristown,
New Jersey
| – | -$553K | -8,410 | Closed |
|
|
80
Jane Street
New York
| – | -$333K | -5,076 | Closed |
|
|
SG
81
Strid Group
Newtown Square,
Pennsylvania
| – | -$290K | -4,410 | Closed |
|
|
AWA
82
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$264K | -4,022 | Closed |
|
|
FMII
83
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| – | -$4.99K | -76 | Closed |
|
|
VF
84
VitalStone Financial
Shavano Park,
Texas
| – | -$455 | -7 | Closed |
|
FYC Hedge Fund Activity: Q2 2024 in Review
78 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Growth AlphaDEX Fund (FYC) for Q2 2024, worth a combined $168M — up 0.64% from $167M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FYC positions and 6 closed out — a net gain of 3 holders — while 27 added to existing stakes and 23 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.3M. The largest seller was First Trust Advisors, cutting an estimated $2.61M.
- 78 institutional investors held First Trust Small Cap Growth AlphaDEX Fund (FYC) as of Q2 2024, up from 77 in Q1 2024.
- Funds reported $168M of First Trust Small Cap Growth AlphaDEX Fund stock for Q2 2024, up 0.64% quarter-over-quarter.
- 9 funds opened new First Trust Small Cap Growth AlphaDEX Fund positions in Q2 2024 and 6 closed out, a net change of +3 holders.
- The largest First Trust Small Cap Growth AlphaDEX Fund buyer in Q2 2024 was Susquehanna International Group, an estimated $2.3M added.
- The largest First Trust Small Cap Growth AlphaDEX Fund seller in Q2 2024 was First Trust Advisors, an estimated $2.61M sold.
Based on aggregated 13F filings for Q2 2024.