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First Trust Small Cap Growth AlphaDEX Fund
30 hedge funds and large institutions have $27.8M invested in First Trust Small Cap Growth AlphaDEX Fund in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 15 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
0% more funds holding
Funds holding: 30 → 30 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
17.04% less ownership
Funds ownership: 78.81% → 61.77% (-17%)
58% less capital invested
Capital invested by funds: $65.7M → $27.8M (-$37.9M)
80% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 15
Holders
30
Holders Change
–
Holders Change %
0%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
3
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$12.2M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.75M |
| 3 |
Morgan Stanley
New York
|
-$6.75M |
| 4 |
LPL Financial
San Diego,
California
|
-$4.7M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$2.71M |
