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First Trust Mid Cap Value AlphaDEX Fund

60 hedge funds and large institutions have $150M invested in First Trust Mid Cap Value AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $165M → $150M (-$14.4M)

20% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 20

Holders
60
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
26
$546K
27
$541K
28
$490K
29
$378K
30
$343K
31
$299K
32
$287K
33
$282K
34
$251K
35
$251K
36
$228K
37
$145K
38
$92.7K
39
$58K
40
$40.8K
41
$29K
42
$24.5K
43
$22.1K
44
$20K
45
$18.7K
46
$16.2K
47
$15K
48
$14.1K
49
$13K
50
$12.5K