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 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 8 closing their positions.
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
0% more capital invested
Capital invested by funds: $114M → $114M (+$491K)
0% more funds holding
Funds holding: 72 → 72 (0)
5.05% less ownership
Funds ownership: 60.23% → 55.19% (-5%)
12% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 26
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$5.13M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.02M |
| 3 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$1.2M |
| 4 |
IWP
IAG Wealth Partners
Waukesha,
Wisconsin
|
+$1.07M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JAWM
J. Arnold Wealth Management
Youngstown,
Ohio
|
-$9.04M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$3.42M |
| 3 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
-$949K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$664K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$622K |
FYC Hedge Fund Activity: Q4 2022 in Review
72 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Growth AlphaDEX Fund (FYC) for Q4 2022, worth a combined $114M — up 0.43% from $114M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FYC positions and 8 closed out — a net gain of 2 holders — while 23 added to existing stakes and 26 trimmed.
The largest buyer was Wells Fargo, adding an estimated $5.13M. The largest seller was J. Arnold Wealth Management, cutting an estimated $9.04M.
- 72 institutional investors held First Trust Small Cap Growth AlphaDEX Fund (FYC) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $114M of First Trust Small Cap Growth AlphaDEX Fund stock for Q4 2022, up 0.43% quarter-over-quarter.
- 10 funds opened new First Trust Small Cap Growth AlphaDEX Fund positions in Q4 2022 and 8 closed out, a net change of +2 holders.
- The largest First Trust Small Cap Growth AlphaDEX Fund buyer in Q4 2022 was Wells Fargo, an estimated $5.13M added.
- The largest First Trust Small Cap Growth AlphaDEX Fund seller in Q4 2022 was J. Arnold Wealth Management, an estimated $9.04M sold.
Based on aggregated 13F filings for Q4 2022.