First Trust Small Cap Growth AlphaDEX Fund
27 hedge funds and large institutions have $53.7M 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.
225% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 4
107% more capital invested
Capital invested by funds: $25.9M → $53.7M (+$27.8M)
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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
| Rank | Fund | Capital Flow |
|---|---|---|
| 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 |
FYC Hedge Fund Activity: Q2 2015 in Review
27 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Growth AlphaDEX Fund (FYC) for Q2 2015, worth a combined $53.7M — up 107% from $25.9M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new FYC positions and 1 closed out — a net gain of 1 holder — while 13 added to existing stakes and 4 trimmed.
The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $16.6M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.54M sold.
- 27 institutional investors held First Trust Small Cap Growth AlphaDEX Fund (FYC) as of Q2 2015, up from 26 in Q1 2015.
- Funds reported $53.7M of First Trust Small Cap Growth AlphaDEX Fund stock for Q2 2015, up 107% quarter-over-quarter.
- 2 funds opened new First Trust Small Cap Growth AlphaDEX Fund positions in Q2 2015 and 1 closed out, a net change of +1 holder.
- The largest First Trust Small Cap Growth AlphaDEX Fund buyer in Q2 2015 was Brookstone Capital Management, an estimated $16.6M added.
- The largest First Trust Small Cap Growth AlphaDEX Fund seller in Q2 2015 was Susquehanna International Group, an estimated $1.54M sold.
Based on aggregated 13F filings for Q2 2015.