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First Trust Large Cap Value AlphaDEX Fund
181 hedge funds and large institutions have $887M invested in First Trust Large Cap Value AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 63 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
36% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 14
21% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 63
4% more capital invested
Capital invested by funds: $854M → $887M (+$32.7M)
0.75% more ownership
Funds ownership: 71.6% → 72.35% (+0.75%)
0% more funds holding
Funds holding: 181 → 181 (0)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Holders
181
Holders Change
–
Holders Change %
0%
% of All Funds
2.88%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
19
Increased
76
Reduced
63
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
KWM
Kaydan Wealth Management
Fenton,
Michigan
|
-$19.1M |
| 2 |
Morgan Stanley
New York
|
-$16M |
| 3 |
SMF
Sterling Manor Financial
Saratoga Springs,
New York
|
-$6.11M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$3.67M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.61M |
