First Trust Small Cap Value AlphaDEX Fund
FYT
FYT
60 hedge funds and large institutions have $120M invested in First Trust Small Cap Value AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 30 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
6% less capital invested
Capital invested by funds: $127M → $120M (-$7.21M)
53% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 30
Holders
60
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$296K | |
| 2 | +$293K | |
| 3 | +$221K | |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$160K |
| 5 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
+$108K |
Top Sellers
| 1 | -$1.88M | |
| 2 | -$1.69M | |
| 3 | -$1.69M | |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.35M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.03M |