First Trust Mid Cap Value AlphaDEX Fund
FNK
FNK
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
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$1.84M | |
| 2 | +$1.26M | |
| 3 | +$1.02M | |
| 4 |
LS
Leelyn Smith
Geneva,
Illinois
|
+$546K |
| 5 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
+$437K |
Top Sellers
| 1 | -$2.19M | |
| 2 | -$1.49M | |
| 3 | -$1.17M | |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$1.16M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.02M |