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First Trust Large Cap Value AlphaDEX Fund

74 hedge funds and large institutions have $657M invested in First Trust Large Cap Value AlphaDEX Fund in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

13% less capital invested

Capital invested by funds: $753M → $657M (-$95.8M)

17% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 30

Holders
74
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$17.9M
2 +$14M
3 +$9.13M
4
Goldman Sachs
Goldman Sachs
New York
+$5.56M
5
Jane Street
Jane Street
New York
+$3.84M

Top Sellers

1 -$18.6M
2 -$13.9M
3 -$9.27M
4
Wells Fargo
Wells Fargo
California
-$6.86M
5
UBS Group
UBS Group
Switzerland
-$6.6M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$217M
2
$118M
3
$52.6M
4
$45.4M
5
$34.5M
6
$22.8M
7
$20.8M
8
$19.1M
9
$14.6M
10
$11.3M
11
$10.5M
12
$9.13M
13
$7.66M
14
$7.52M
15
$6.27M
16
$5.54M
17
$4.44M
18
$4.31M
19
$3.84M
20
$3.39M
21
$2.86M
22
$2.78M
23
$2.65M
24
$2.6M
25
$2.33M