First Trust Small Cap Core AlphaDEX Fund
153 hedge funds and large institutions have $598M invested in First Trust Small Cap Core AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 57 reducing their positions, and 5 closing their positions.
320% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 5
10% more capital invested
Capital invested by funds: $542M → $598M (+$56.1M)
10% more funds holding
Funds holding: 139 → 153 (+14)
1.45% more ownership
Funds ownership: 64.37% → 65.82% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
11% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 57
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$4.06M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$3.92M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.94M |
| 4 |
Morgan Stanley
New York
|
+$2.79M |
| 5 |
VF
Virtu Financial
New York
|
+$2.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$7.16M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$5.27M |
| 3 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$3.76M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$2.39M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.38M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TFA
151
Transamerica Financial Advisors
St. Petersburg,
Florida
| $3K | – | – | – |
|
152
UBS AM
Chicago,
Illinois
| $1.89K | +$1.82K | +19 | New |
|
|
HNB
153
Huntington National Bank
Columbus,
Ohio
| $1.79K | – | – | – |
|
|
IAIM
154
International Assets Investment Management
Orlando,
Florida
| $430 | +$4.06M | +42,368 | +9,853% |
|
|
GSEP
155
Golden State Equity Partners
South Coast Metro,
California
| $20 | – | – | – |
|
|
VCM
156
Virtue Capital Management
Brentwood,
Tennessee
| – | -$1.1M | -11,087 | Closed |
|
|
OMC
157
Old Mission Capital
Chicago,
Illinois
| – | -$909K | -10,046 | Closed |
|
158
Two Sigma Investments
New York
| – | -$317K | -3,500 | Closed |
|
|
CP
159
Camelot Portfolios
Maumee,
Ohio
| – | -$92K | -1,017 | Closed |
|
|
TSWM
160
Tyler-Stone Wealth Management
Beachwood,
Ohio
| – | -$15.2K | -168 | Closed |
|
FYX Hedge Fund Activity: Q3 2024 in Review
153 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Core AlphaDEX Fund (FYX) for Q3 2024, worth a combined $598M — up 10% from $542M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new FYX positions and 5 closed out — a net gain of 16 holders — while 51 added to existing stakes and 57 trimmed.
The largest buyer was International Assets Investment Management, adding an estimated $4.06M. The largest seller was NewEdge Advisors, cutting an estimated $7.16M.
- 153 institutional investors held First Trust Small Cap Core AlphaDEX Fund (FYX) as of Q3 2024, up from 139 in Q2 2024.
- Funds reported $598M of First Trust Small Cap Core AlphaDEX Fund stock for Q3 2024, up 10% quarter-over-quarter.
- 21 funds opened new First Trust Small Cap Core AlphaDEX Fund positions in Q3 2024 and 5 closed out, a net change of +16 holders.
- The largest First Trust Small Cap Core AlphaDEX Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $4.06M added.
- The largest First Trust Small Cap Core AlphaDEX Fund seller in Q3 2024 was NewEdge Advisors, an estimated $7.16M sold.
Based on aggregated 13F filings for Q3 2024.