First Trust Large Cap Value AlphaDEX Fund
181 hedge funds and large institutions have $801M invested in First Trust Large Cap Value AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 60 increasing their positions, 76 reducing their positions, and 16 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
less funds holding
Funds holding: →
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
13% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 16
21% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 76
Holders
181
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$4.12M | |
| 2 | +$2.33M | |
| 3 | +$2.16M | |
| 4 |
HFP
Holistic Financial Partners
Indianapolis,
Indiana
|
+$1.38M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.31M |
Top Sellers
| 1 | -$14.7M | |
| 2 | -$12.4M | |
| 3 | -$6.14M | |
| 4 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
-$4.41M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$3.02M |