First Trust Mid Cap Core AlphaDEX Fund
170 hedge funds and large institutions have $845M invested in First Trust Mid Cap Core AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 41 increasing their positions, 73 reducing their positions, and 13 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
8% more funds holding
Funds holding: 157 → 170 (+13)
44% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 73
Holders
170
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$120M | |
| 2 | +$5.48M | |
| 3 | +$3.52M | |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$2.96M |
| 5 |
VF
Virtu Financial
New York
|
+$2.44M |
Top Sellers
| 1 | -$10.9M | |
| 2 | -$3.65M | |
| 3 | -$3.11M | |
| 4 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
-$2.74M |
| 5 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
-$2.65M |