First Trust Small Cap Core AlphaDEX Fund
145 hedge funds and large institutions have $595M invested in First Trust Small Cap Core AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 10 closing their positions.
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
14% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 49
6% more capital invested
Capital invested by funds: $562M → $595M (+$32.8M)
2.85% more ownership
Funds ownership: 63.99% → 66.84% (+2.9%)
0% more funds holding
Funds holding: 145 → 145 (0)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$9.79M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$8.59M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$7.09M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$5.76M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$5.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$5.01M |
| 2 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$4.56M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$2.02M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.67M |
| 5 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$1.15M |
FYX Hedge Fund Activity: Q1 2024 in Review
145 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Core AlphaDEX Fund (FYX) for Q1 2024, worth a combined $595M — up 5.8% from $562M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FYX positions and 10 closed out — a net gain of 3 holders — while 56 added to existing stakes and 49 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $9.79M. The largest seller was Raymond James & Associates, cutting an estimated $5.01M.
- 145 institutional investors held First Trust Small Cap Core AlphaDEX Fund (FYX) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $595M of First Trust Small Cap Core AlphaDEX Fund stock for Q1 2024, up 5.8% quarter-over-quarter.
- 13 funds opened new First Trust Small Cap Core AlphaDEX Fund positions in Q1 2024 and 10 closed out, a net change of +3 holders.
- The largest First Trust Small Cap Core AlphaDEX Fund buyer in Q1 2024 was JP Morgan Chase, an estimated $9.79M added.
- The largest First Trust Small Cap Core AlphaDEX Fund seller in Q1 2024 was Raymond James & Associates, an estimated $5.01M sold.
Based on aggregated 13F filings for Q1 2024.