First Trust Small Cap Core AlphaDEX Fund
128 hedge funds and large institutions have $492M invested in First Trust Small Cap Core AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 11 closing their positions.
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
12% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 41
2% more funds holding
Funds holding: 126 → 128 (+2)
0.16% less ownership
Funds ownership: 64.26% → 64.1% (-0.16%)
16% less capital invested
Capital invested by funds: $584M → $492M (-$92.6M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$6.85M |
| 2 |
AWAG
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
+$5.11M |
| 3 |
Morgan Stanley
New York
|
+$4.72M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.77M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$8.55M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$5.18M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$2.94M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$1.23M |
| 5 |
TCM
Triumph Capital Management
Denver,
Colorado
|
-$893K |
FYX Hedge Fund Activity: Q2 2022 in Review
128 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Core AlphaDEX Fund (FYX) for Q2 2022, worth a combined $492M — down 16% from $584M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new FYX positions and 11 closed out — a net gain of 3 holders — while 46 added to existing stakes and 41 trimmed.
The largest buyer was LPL Financial, adding an estimated $6.85M. The largest seller was Wells Fargo, cutting an estimated $8.55M.
- 128 institutional investors held First Trust Small Cap Core AlphaDEX Fund (FYX) as of Q2 2022, up from 126 in Q1 2022.
- Funds reported $492M of First Trust Small Cap Core AlphaDEX Fund stock for Q2 2022, down 16% quarter-over-quarter.
- 14 funds opened new First Trust Small Cap Core AlphaDEX Fund positions in Q2 2022 and 11 closed out, a net change of +3 holders.
- The largest First Trust Small Cap Core AlphaDEX Fund buyer in Q2 2022 was LPL Financial, an estimated $6.85M added.
- The largest First Trust Small Cap Core AlphaDEX Fund seller in Q2 2022 was Wells Fargo, an estimated $8.55M sold.
Based on aggregated 13F filings for Q2 2022.