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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
1
$67M
2
$13.7M
3
$13.5M
4
$12.8M
5
$3.43M
6
$3.33M
7
$3.03M
8
$3.01M
9
$2.96M
10
$2.82M
11
$2.79M
12
$1.97M
13
$1.92M
14
$1.91M
15
$1.72M
16
$1.34M
17
$1.28M
18
$1.17M
19
$1.08M
20
$1.08M
21
$1.02M
22
$904K
23
$823K
24
$673K
25
$644K