First Trust Mid Cap Core AlphaDEX Fund
136 hedge funds and large institutions have $590M invested in First Trust Mid Cap Core AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 58 increasing their positions, 38 reducing their positions, and 13 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
3% less funds holding
Funds holding: 140 → 136 (-4)
15% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 13
Holders
136
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$3.95M | |
| 2 | +$3.27M | |
| 3 | +$2.73M | |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.81M |
| 5 |
PWM
Perigon Wealth Management
San Francisco,
California
|
+$1.6M |
Top Sellers
| 1 | -$6.81M | |
| 2 | -$3.15M | |
| 3 | -$2.17M | |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2M |
| 5 |
Morgan Stanley
New York
|
-$1.94M |