We are live on ! Find out more
FAB icon

First Trust Multi Cap Value AlphaDEX Fund

64 hedge funds and large institutions have $67.2M invested in First Trust Multi Cap Value AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 32 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.09% more ownership

Funds ownership: 50.55%50.64% (+0.09%)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

2% less funds holding

Funds holding: 6564 (-1)

6% less capital invested

Capital invested by funds: $71.7M → $67.2M (-$4.52M)

63% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 32

Holders
64
Holders Change
-1
Holders Change %
-1.54%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
32
Closed
5
Calls
Puts
Net Calls
Net Calls Change

FAB Hedge Fund Activity: Q3 2024 in Review

64 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Multi Cap Value AlphaDEX Fund (FAB) for Q3 2024, worth a combined $67.2M — down 6.3% from $71.7M a quarter earlier.

Fund positioning in FAB was balanced in Q3 2024: 5 funds opened new positions, 5 closed out, 12 added to existing stakes and 32 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $5.39M. The largest seller was Stifel Financial, cutting an estimated $4.31M.

  • 64 institutional investors held First Trust Multi Cap Value AlphaDEX Fund (FAB) as of Q3 2024, down from 65 in Q2 2024.
  • Funds reported $67.2M of First Trust Multi Cap Value AlphaDEX Fund stock for Q3 2024, down 6.3% quarter-over-quarter.
  • 5 funds opened new First Trust Multi Cap Value AlphaDEX Fund positions in Q3 2024 and 5 closed out, a net change of 0 holders.
  • The largest First Trust Multi Cap Value AlphaDEX Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $5.39M added.
  • The largest First Trust Multi Cap Value AlphaDEX Fund seller in Q3 2024 was Stifel Financial, an estimated $4.31M sold.

Based on aggregated 13F filings for Q3 2024.