First Trust Mid Cap Value AlphaDEX Fund
FNK
FNK
54 hedge funds and large institutions have $153M invested in First Trust Mid Cap Value AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 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: →
less capital invested
Capital invested by funds: $ → $
less funds holding
Funds holding: →
15% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 20
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Holders
54
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$4.88M | |
| 2 | +$1.58M | |
| 3 | +$1.02M | |
| 4 |
WP
WealthSource Partners
San Luis Obispo,
California
|
+$925K |
| 5 |
WEG
World Equity Group
Schaumburg,
Illinois
|
+$792K |
Top Sellers
| 1 | -$2.92M | |
| 2 | -$2.19M | |
| 3 | -$1.76M | |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.67M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.23M |