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First Trust Small Cap Growth AlphaDEX Fund
83 hedge funds and large institutions have $289M invested in First Trust Small Cap Growth AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 16 closing their positions.
New
Increased
Maintained
Reduced
Closed
14% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 28
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3% less capital invested
Capital invested by funds: $298M → $289M (-$8.73M)
1.09% less ownership
Funds ownership: 67.52% → 66.43% (-1.1%)
8% less funds holding
Funds holding: 90 → 83 (-7)
38% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 16
Holders
83
Holders Change
-7
Holders Change %
-7.78%
% of All Funds
1.44%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
32
Reduced
28
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$7.7M |
| 2 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$2.38M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$1.69M |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$1.53M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.08M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$9.76M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$6.68M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$5.77M |
| 4 |
SG
Strid Group
Newtown Square,
Pennsylvania
|
-$2.57M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$2.34M |
