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First Trust Small Cap Growth AlphaDEX Fund
64 hedge funds and large institutions have $153M invested in First Trust Small Cap Growth AlphaDEX Fund in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 28 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
3% more funds holding
Funds holding: 62 → 64 (+2)
0.98% more ownership
Funds ownership: 61.15% → 62.13% (+0.98%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
13% less capital invested
Capital invested by funds: $176M → $153M (-$23.8M)
36% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 28
Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
18
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.67M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.21M |
| 3 |
Jane Street
New York
|
+$1.05M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$883K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$470K |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$7.28M |
| 2 |
LPL Financial
San Diego,
California
|
-$4.85M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.16M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.12M |
| 5 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$2.01M |
