First Trust Small Cap Growth AlphaDEX Fund
72 hedge funds and large institutions have $114M invested in First Trust Small Cap Growth AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
6% more capital invested
Capital invested by funds: $107M → $114M (+$6.89M)
3% more funds holding
Funds holding: 70 → 72 (+2)
2.26% more ownership
Funds ownership: 57.97% → 60.23% (+2.3%)
21% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JAWM
J. Arnold Wealth Management
Youngstown,
Ohio
|
+$9.47M |
| 2 |
EH
Equitable Holdings
New York
|
+$963K |
| 3 |
LPL Financial
San Diego,
California
|
+$944K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$559K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$495K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.21M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.56M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.26M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$689K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$450K |
FYC Hedge Fund Activity: Q3 2022 in Review
72 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Growth AlphaDEX Fund (FYC) for Q3 2022, worth a combined $114M — up 6.5% from $107M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FYC positions and 6 closed out — a net gain of 2 holders — while 23 added to existing stakes and 29 trimmed.
The largest buyer was J. Arnold Wealth Management, opening a new position worth an estimated $9.47M. The largest seller was Susquehanna International Group, cutting an estimated $2.21M.
- 72 institutional investors held First Trust Small Cap Growth AlphaDEX Fund (FYC) as of Q3 2022, up from 70 in Q2 2022.
- Funds reported $114M of First Trust Small Cap Growth AlphaDEX Fund stock for Q3 2022, up 6.5% quarter-over-quarter.
- 8 funds opened new First Trust Small Cap Growth AlphaDEX Fund positions in Q3 2022 and 6 closed out, a net change of +2 holders.
- The largest First Trust Small Cap Growth AlphaDEX Fund buyer in Q3 2022 was J. Arnold Wealth Management, an estimated $9.47M added.
- The largest First Trust Small Cap Growth AlphaDEX Fund seller in Q3 2022 was Susquehanna International Group, an estimated $2.21M sold.
Based on aggregated 13F filings for Q3 2022.