First Trust Mid Cap Value AlphaDEX Fund
FNK
FNK
58 hedge funds and large institutions have $183M invested in First Trust Mid Cap Value AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more ownership
Funds ownership: →
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
16% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 19
Holders
58
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$10.2M | |
| 2 | +$9.77M | |
| 3 | +$7.63M | |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$728K |
| 5 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
+$549K |
Top Sellers
| 1 | -$4.43M | |
| 2 | -$4.06M | |
| 3 | -$2.66M | |
| 4 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$1.6M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.29M |