We are live on
!
Find out more
First Trust Large Cap Value AlphaDEX Fund
133 hedge funds and large institutions have $696M invested in First Trust Large Cap Value AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 63 increasing their positions, 36 reducing their positions, and 19 closing their positions.
New
Increased
Maintained
Reduced
Closed
75% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 36
8% more capital invested
Capital invested by funds: $647M → $696M (+$48.6M)
5.01% less ownership
Funds ownership: 71% → 65.98% (-5%)
6% less funds holding
Funds holding: 141 → 133 (-8)
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
133
Holders Change
-8
Holders Change %
-5.67%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
63
Reduced
36
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$28.5M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$12.8M |
| 3 |
LPL Financial
San Diego,
California
|
+$10.3M |
| 4 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$5.55M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.93M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Barclays
London,
United Kingdom
| – | -$36K | -568 | Closed |
|
|
AIC
152
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$31.8K | -500 | Closed |
|
|
EP
153
Eudaimonia Partners
Winchester,
Tennessee
| – | -$32K | -498 | Closed |
|
|
MWA
154
Moser Wealth Advisors
Bellevue,
Washington
| – | -$8K | -127 | Closed |
|