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First Trust Small Cap Growth AlphaDEX Fund
72 hedge funds and large institutions have $114M invested in First Trust Small Cap Growth AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 29 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
6% more capital invested
Capital invested by funds: $107M → $114M (+$6.89M)
3% more funds holding
Funds holding: 70 → 72 (+2)
2.26% more ownership
Funds ownership: 57.97% → 60.23% (+2.3%)
21% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 29
Holders
72
Holders Change
+2
Holders Change %
+2.86%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
23
Reduced
29
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
JAWM
J. Arnold Wealth Management
Youngstown,
Ohio
|
+$9.47M |
| 2 |
EH
Equitable Holdings
New York
|
+$963K |
| 3 |
LPL Financial
San Diego,
California
|
+$944K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$559K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$495K |
