First Trust Large Cap Value AlphaDEX Fund
132 hedge funds and large institutions have $695M invested in First Trust Large Cap Value AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 62 increasing their positions, 36 reducing their positions, and 19 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
less funds holding
Funds holding: →
37% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 19
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Holders
132
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$28.2M | |
| 2 | +$12.7M | |
| 3 | +$10.2M | |
| 4 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$5.49M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.89M |
Top Sellers
| 1 | -$36.7M | |
| 2 | -$5.21M | |
| 3 | -$5.19M | |
| 4 |
WI
Wintrust Investments
Chicago,
Illinois
|
-$3.22M |
| 5 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
-$2.05M |