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First Trust Small Cap Growth AlphaDEX Fund
72 hedge funds and large institutions have $125M invested in First Trust Small Cap Growth AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 30 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
10% more capital invested
Capital invested by funds: $114M → $125M (+$11.4M)
4.2% more ownership
Funds ownership: 55.19% → 59.39% (+4.2%)
0% more funds holding
Funds holding: 72 → 72 (0)
23% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 30
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
72
Holders Change
–
Holders Change %
0%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
23
Reduced
30
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.42M |
| 2 |
Morgan Stanley
New York
|
+$2.63M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$1.61M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.46M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.14M |
Top Sellers
| 1 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
-$3.97M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.28M |
| 3 |
Goldman Sachs
New York
|
-$647K |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$319K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$250K |
