First Trust Small Cap Core AlphaDEX Fund
126 hedge funds and large institutions have $584M invested in First Trust Small Cap Core AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 44 reducing their positions, and 18 closing their positions.
5% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 44
0.97% more ownership
Funds ownership: 63.29% → 64.26% (+0.97%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
6% less funds holding
Funds holding: 134 → 126 (-8)
7% less capital invested
Capital invested by funds: $626M → $584M (-$41.2M)
33% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$14.3M |
| 2 |
Morgan Stanley
New York
|
+$8.32M |
| 3 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$6.58M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$3.02M |
| 5 |
AWM
Avaii Wealth Management
Appleton,
Wisconsin
|
+$2.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$15.6M |
| 2 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
-$5.65M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$5.24M |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$3.88M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.46M |
FYX Hedge Fund Activity: Q1 2022 in Review
126 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Core AlphaDEX Fund (FYX) for Q1 2022, worth a combined $584M — down 6.6% from $626M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of FYX and 12 opened new positions — a net loss of 6 holders — while 44 trimmed existing stakes and 46 added.
The largest buyer was Bank of America, adding an estimated $14.3M. The largest seller was Wells Fargo, cutting an estimated $15.6M.
- 126 institutional investors held First Trust Small Cap Core AlphaDEX Fund (FYX) as of Q1 2022, down from 134 in Q4 2021.
- Funds reported $584M of First Trust Small Cap Core AlphaDEX Fund stock for Q1 2022, down 6.6% quarter-over-quarter.
- 12 funds opened new First Trust Small Cap Core AlphaDEX Fund positions in Q1 2022 and 18 closed out, a net change of -6 holders.
- The largest First Trust Small Cap Core AlphaDEX Fund buyer in Q1 2022 was Bank of America, an estimated $14.3M added.
- The largest First Trust Small Cap Core AlphaDEX Fund seller in Q1 2022 was Wells Fargo, an estimated $15.6M sold.
Based on aggregated 13F filings for Q1 2022.