First Trust Small Cap Core AlphaDEX Fund
93 hedge funds and large institutions have $354M invested in First Trust Small Cap Core AlphaDEX Fund in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 21 reducing their positions, and 5 closing their positions.
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
86% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 21
33% more capital invested
Capital invested by funds: $267M → $354M (+$87.1M)
8% more funds holding
Funds holding: 86 → 93 (+7)
3.79% more ownership
Funds ownership: 50.09% → 53.88% (+3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$19.5M |
| 2 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
+$14.3M |
| 3 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
+$4.04M |
| 4 |
Morgan Stanley
New York
|
+$3.67M |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$3.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$1.12M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$1.09M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$956K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$515K |
| 5 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$481K |
FYX Hedge Fund Activity: Q2 2018 in Review
93 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Core AlphaDEX Fund (FYX) for Q2 2018, worth a combined $354M — up 33% from $267M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new FYX positions and 5 closed out — a net gain of 9 holders — while 39 added to existing stakes and 21 trimmed.
The largest buyer was Wells Fargo, adding an estimated $19.5M. The largest seller was Legacy Private Trust, cutting an estimated $1.12M.
- 93 institutional investors held First Trust Small Cap Core AlphaDEX Fund (FYX) as of Q2 2018, up from 86 in Q1 2018.
- Funds reported $354M of First Trust Small Cap Core AlphaDEX Fund stock for Q2 2018, up 33% quarter-over-quarter.
- 14 funds opened new First Trust Small Cap Core AlphaDEX Fund positions in Q2 2018 and 5 closed out, a net change of +9 holders.
- The largest First Trust Small Cap Core AlphaDEX Fund buyer in Q2 2018 was Wells Fargo, an estimated $19.5M added.
- The largest First Trust Small Cap Core AlphaDEX Fund seller in Q2 2018 was Legacy Private Trust, an estimated $1.12M sold.
Based on aggregated 13F filings for Q2 2018.