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First Trust Small Cap Core AlphaDEX Fund

128 hedge funds and large institutions have $491M invested in First Trust Small Cap Core AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

49% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 35

7% more capital invested

Capital invested by funds: $459M → $491M (+$32.2M)

5% more funds holding

Funds holding: 122128 (+6)

0.41% less ownership

Funds ownership: 63.37%62.97% (-0.41%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
128
Holders Change
+6
Holders Change %
+4.92%
% of All Funds
2.06%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
23
Increased
52
Reduced
35
Closed
15
Calls
Puts
Net Calls
Net Calls Change

FYX Hedge Fund Activity: Q4 2022 in Review

128 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Core AlphaDEX Fund (FYX) for Q4 2022, worth a combined $491M — up 7% from $459M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FYX positions and 15 closed out — a net gain of 8 holders — while 52 added to existing stakes and 35 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.91M. The largest seller was Bank of America, cutting an estimated $12.5M.

  • 128 institutional investors held First Trust Small Cap Core AlphaDEX Fund (FYX) as of Q4 2022, up from 122 in Q3 2022.
  • Funds reported $491M of First Trust Small Cap Core AlphaDEX Fund stock for Q4 2022, up 7% quarter-over-quarter.
  • 23 funds opened new First Trust Small Cap Core AlphaDEX Fund positions in Q4 2022 and 15 closed out, a net change of +8 holders.
  • The largest First Trust Small Cap Core AlphaDEX Fund buyer in Q4 2022 was LPL Financial, an estimated $4.91M added.
  • The largest First Trust Small Cap Core AlphaDEX Fund seller in Q4 2022 was Bank of America, an estimated $12.5M sold.

Based on aggregated 13F filings for Q4 2022.