First Trust Small Cap Core AlphaDEX Fund
64 hedge funds and large institutions have $401M invested in First Trust Small Cap Core AlphaDEX Fund in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 10 reducing their positions, and 6 closing their positions.
260% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 10
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
22% more capital invested
Capital invested by funds: $329M → $401M (+$72.4M)
8% more funds holding
Funds holding: 59 → 64 (+5)
1.17% more ownership
Funds ownership: 55.12% → 56.29% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.35M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.21M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.96M |
| 4 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
+$4.94M |
| 5 |
AIM
Astor Investment Management
Chicago,
Illinois
|
+$4.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$6.04M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.11M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.94M |
| 4 |
Jane Street
New York
|
-$763K |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$541K |
FYX Hedge Fund Activity: Q1 2015 in Review
64 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Core AlphaDEX Fund (FYX) for Q1 2015, worth a combined $401M — up 22% from $329M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FYX positions and 6 closed out — a net gain of 7 holders — while 36 added to existing stakes and 10 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $6.35M. The largest seller was Bank of America, cutting an estimated $6.04M.
- 64 institutional investors held First Trust Small Cap Core AlphaDEX Fund (FYX) as of Q1 2015, up from 59 in Q4 2014.
- Funds reported $401M of First Trust Small Cap Core AlphaDEX Fund stock for Q1 2015, up 22% quarter-over-quarter.
- 13 funds opened new First Trust Small Cap Core AlphaDEX Fund positions in Q1 2015 and 6 closed out, a net change of +7 holders.
- The largest First Trust Small Cap Core AlphaDEX Fund buyer in Q1 2015 was Morgan Stanley, an estimated $6.35M added.
- The largest First Trust Small Cap Core AlphaDEX Fund seller in Q1 2015 was Bank of America, an estimated $6.04M sold.
Based on aggregated 13F filings for Q1 2015.