First Trust Small Cap Core AlphaDEX Fund
139 hedge funds and large institutions have $542M invested in First Trust Small Cap Core AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 57 reducing their positions, and 17 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
2.47% less ownership
Funds ownership: 66.84% → 64.37% (-2.5%)
4% less funds holding
Funds holding: 145 → 139 (-6)
9% less capital invested
Capital invested by funds: $595M → $542M (-$52.5M)
18% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 17
25% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 57
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCA
Genesee Capital Advisors
Auburn,
New York
|
+$5.43M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.76M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.22M |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$1M |
| 5 |
Jane Street
New York
|
+$948K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$6.15M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$5.08M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$4.43M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.32M |
| 5 |
PNC
Park National Corp
Newark,
Ohio
|
-$3.24M |
FYX Hedge Fund Activity: Q2 2024 in Review
139 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Core AlphaDEX Fund (FYX) for Q2 2024, worth a combined $542M — down 8.8% from $595M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of FYX and 14 opened new positions — a net loss of 3 holders — while 57 trimmed existing stakes and 43 added.
The largest buyer was Genesee Capital Advisors, opening a new position worth an estimated $5.43M. The largest seller was JP Morgan Chase, cutting an estimated $6.15M.
- 139 institutional investors held First Trust Small Cap Core AlphaDEX Fund (FYX) as of Q2 2024, down from 145 in Q1 2024.
- Funds reported $542M of First Trust Small Cap Core AlphaDEX Fund stock for Q2 2024, down 8.8% quarter-over-quarter.
- 14 funds opened new First Trust Small Cap Core AlphaDEX Fund positions in Q2 2024 and 17 closed out, a net change of -3 holders.
- The largest First Trust Small Cap Core AlphaDEX Fund buyer in Q2 2024 was Genesee Capital Advisors, an estimated $5.43M added.
- The largest First Trust Small Cap Core AlphaDEX Fund seller in Q2 2024 was JP Morgan Chase, an estimated $6.15M sold.
Based on aggregated 13F filings for Q2 2024.