First Trust Small Cap Growth AlphaDEX Fund
109 hedge funds and large institutions have $341M invested in First Trust Small Cap Growth AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 49 increasing their positions, 20 reducing their positions, and 5 closing their positions.
480% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 5
145% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 20
54% more capital invested
Capital invested by funds: $221M → $341M (+$120M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
25% more funds holding
Funds holding: 87 → 109 (+22)
3.29% more ownership
Funds ownership: 66% → 69.29% (+3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$41.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$12.1M |
| 3 |
EA
Eclectic Associates
Fullerton,
California
|
+$9.59M |
| 4 |
Goldman Sachs
New York
|
+$6.34M |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$6.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HOWA
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
-$7.13M |
| 2 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$787K |
| 3 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$595K |
| 4 |
MI
Moneywise Inc
Forest,
Virginia
|
-$553K |
| 5 |
EH
Equitable Holdings
New York
|
-$251K |
FYC Hedge Fund Activity: Q4 2024 in Review
109 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Growth AlphaDEX Fund (FYC) for Q4 2024, worth a combined $341M — up 54% from $221M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new FYC positions and 5 closed out — a net gain of 24 holders — while 49 added to existing stakes and 20 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $41.8M. The largest seller was Heritage Oak Wealth Advisors, exiting entirely with an estimated $7.13M sold.
- 109 institutional investors held First Trust Small Cap Growth AlphaDEX Fund (FYC) as of Q4 2024, up from 87 in Q3 2024.
- Funds reported $341M of First Trust Small Cap Growth AlphaDEX Fund stock for Q4 2024, up 54% quarter-over-quarter.
- 29 funds opened new First Trust Small Cap Growth AlphaDEX Fund positions in Q4 2024 and 5 closed out, a net change of +24 holders.
- The largest First Trust Small Cap Growth AlphaDEX Fund buyer in Q4 2024 was Morgan Stanley, an estimated $41.8M added.
- The largest First Trust Small Cap Growth AlphaDEX Fund seller in Q4 2024 was Heritage Oak Wealth Advisors, an estimated $7.13M sold.
Based on aggregated 13F filings for Q4 2024.