Stocks With The Most
New Fund Positions

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
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Name Net new
positions 		New positions Closed positions Return since
31 Mar ‘18
2026
3 15 12 23.4%
2027
3 16 13 83.1%
2028
3 18 15 39.5%
SHEN icon
2029
Shenandoah Telecom
SHEN
$600M
3 18 15 69.6%
2030
3 20 17 92.4%
2031
3 15 12 73.3%
2032
3 18 15 36.2%
2033
3 17 14 94.2%
2034
3 12 9 1.23%
2035
3 15 12 70.5%
FTA icon
2036
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.18B
3 11 8 63%
2037
3 19 16 60.6%
2038
3 13 10 11%
2039
3 8 5 31.1%
2040
3 15 12 17.8%
2041
3 14 11 32%
2042
3 17 14 1.35%
2043
3 14 11 51.2%
2044
3 12 9 41.4%
2045
3 13 10 75.1%
2046
3 7 4 12%
2047
3 7 4 7.65%
2048
3 11 8 1.88%
2049
3 9 6 932%
2050
3 11 8 159%
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