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
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.07M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.06M |
| 3 |
BFC
Bedel Financial Consulting
Indianapolis,
Indiana
|
+$1.75M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$904K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$792K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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 |
FYC Hedge Fund Activity: Q2 2022 in Review
70 of the 5,959 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.