First Trust Large Cap Value AlphaDEX Fund
154 hedge funds and large institutions have $689M invested in First Trust Large Cap Value AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 62 increasing their positions, 59 reducing their positions, and 16 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
less funds holding
Funds holding: →
9% less capital invested
Capital invested by funds: $758M → $689M (-$69.6M)
38% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 16
Holders
154
Holding in Top 10
6
Calls
–
Puts
–
Top Buyers
| 1 | +$2.43M | |
| 2 | +$2.19M | |
| 3 | +$1.86M | |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.5M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.32M |
Top Sellers
| 1 | -$9.26M | |
| 2 | -$4.31M | |
| 3 | -$3.24M | |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$2.85M |
| 5 |
Morgan Stanley
New York
|
-$2.69M |