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First Trust Small Cap Growth AlphaDEX Fund
109 hedge funds and large institutions have $341M invested in First Trust Small Cap Growth AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 49 increasing their positions, 20 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
480% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 5
145% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 20
54% more capital invested
Capital invested by funds: $221M → $341M (+$120M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
25% more funds holding
Funds holding: 87 → 109 (+22)
3.29% more ownership
Funds ownership: 66% → 69.29% (+3.3%)
Holders
109
Holders Change
+22
Holders Change %
+25.29%
% of All Funds
1.44%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
29
Increased
49
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$41.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$12.1M |
| 3 |
EA
Eclectic Associates
Fullerton,
California
|
+$9.59M |
| 4 |
Goldman Sachs
New York
|
+$6.34M |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$6.32M |
