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First Trust Mid Cap Value AlphaDEX Fund

62 hedge funds and large institutions have $165M invested in First Trust Mid Cap Value AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

10% less capital invested

Capital invested by funds: $183M → $165M (-$18M)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

Holders
62
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
1
$70.6M
2
$15.4M
3
$15.3M
4
$11.6M
5
$4.42M
6
$3.74M
7
$3.61M
8
$3.29M
9
$3.22M
10
$3.14M
11
$3.14M
12
$3.06M
13
$2.99M
14
$2.19M
15
$2.01M
16
$2M
17
$1.55M
18
$1.38M
19
$1.36M
20
$1.2M
21
$1.18M
22
$959K
23
$819K
24
$734K
25
$700K