First Trust Small Cap Core AlphaDEX Fund
105 hedge funds and large institutions have $313M invested in First Trust Small Cap Core AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 12 closing their positions.
25% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 12
12% more capital invested
Capital invested by funds: $280M → $313M (+$33.1M)
2% more funds holding
Funds holding: 103 → 105 (+2)
8% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 36
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less ownership
Funds ownership: 52.64% → 51.64% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$7.44M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.91M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.13M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.69M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$6.25M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.11M |
| 3 |
Morgan Stanley
New York
|
-$2.88M |
| 4 |
Jane Street
New York
|
-$2.86M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.04M |
FYX Hedge Fund Activity: Q1 2019 in Review
105 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Core AlphaDEX Fund (FYX) for Q1 2019, worth a combined $313M — up 12% from $280M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FYX positions and 12 closed out — a net gain of 3 holders — while 39 added to existing stakes and 36 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $7.44M. The largest seller was Private Advisor Group, exiting entirely with an estimated $6.25M sold.
- 105 institutional investors held First Trust Small Cap Core AlphaDEX Fund (FYX) as of Q1 2019, up from 103 in Q4 2018.
- Funds reported $313M of First Trust Small Cap Core AlphaDEX Fund stock for Q1 2019, up 12% quarter-over-quarter.
- 15 funds opened new First Trust Small Cap Core AlphaDEX Fund positions in Q1 2019 and 12 closed out, a net change of +3 holders.
- The largest First Trust Small Cap Core AlphaDEX Fund buyer in Q1 2019 was Goldman Sachs, an estimated $7.44M added.
- The largest First Trust Small Cap Core AlphaDEX Fund seller in Q1 2019 was Private Advisor Group, an estimated $6.25M sold.
Based on aggregated 13F filings for Q1 2019.