First Trust Large Cap Value AlphaDEX Fund
183 hedge funds and large institutions have $860M invested in First Trust Large Cap Value AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 74 increasing their positions, 64 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
less ownership
Funds ownership: →
3% less capital invested
Capital invested by funds: $886M → $860M (-$26.3M)
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $8.71M
Holders
183
Holding in Top 10
5
Calls
–
Puts
$8.71M
Top Buyers
| 1 | +$4.18M | |
| 2 | +$3.55M | |
| 3 | +$3.3M | |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.87M |
| 5 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$2.7M |
Top Sellers
| 1 | -$11.8M | |
| 2 | -$11.4M | |
| 3 | -$10.2M | |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$7.98M |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$5.9M |