Stocks Most Commonly
Held By Funds

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
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Name Funds
holding 		Growth Growth % Return since
30 Jun ‘24
2001
30 -1 -3% 90.2%
2002
30 -1 -3% 16.5%
2003
30 -1 -3% 8.97%
FNK icon
2004
First Trust Mid Cap Value AlphaDEX Fund
FNK
$203M
60 -2 -3% 10.5%
2005
60 -2 -3% 86.9%
2006
29 -1 -3% 21.6%
2007
29 -1 -3% 38.4%
2008
29 -1 -3% 23.8%
2009
29 -1 -3% 9.11%
2010
29 -1 -3% 1.53%
CGO
2011
Calamos Global Total Return Fund
CGO
$114M
29 -1 -3% 4.42%
2012
58 -2 -3% 117%
2013
58 -2 -3% 32.8%
2014
58 -2 -3% 272%
2015
116 -4 -3% 44.8%
2016
202 -7 -3% 61.7%
2017
86 -3 -3% 16.4%
2018
86 -3 -3% 4.87%
2019
28 -1 -3% 9.5%
2020
28 -1 -3% 87.6%
2021
28 -1 -3% 64.5%
2022
28 -1 -3% 77.4%
2023
56 -2 -3% 35.2%
2024
56 -2 -3% 82%
2025
83 -3 -3% 35.6%
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