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First Trust Small Cap Growth AlphaDEX Fund
33 hedge funds and large institutions have $66.1M invested in First Trust Small Cap Growth AlphaDEX Fund in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
36% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 11
2% more capital invested
Capital invested by funds: $64.7M → $66.1M (+$1.37M)
6% less funds holding
Funds holding: 35 → 33 (-2)
8.49% less ownership
Funds ownership: 69.85% → 61.36% (-8.5%)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Holders
33
Holders Change
-2
Holders Change %
-5.71%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
15
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
+$2.64M |
| 2 |
Morgan Stanley
New York
|
+$2.27M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.28M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$903K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$838K |
