First Trust Small Cap Core AlphaDEX Fund
FYX
FYX
117 hedge funds and large institutions have $573M invested in First Trust Small Cap Core AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 35 reducing their positions, and 15 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more ownership
Funds ownership: →
less funds holding
Funds holding: →
6% less capital invested
Capital invested by funds: $612M → $573M (-$38.7M)
27% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 15
Holders
117
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$5.14M | |
| 2 | +$4.29M | |
| 3 | +$4.25M | |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$3.71M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.28M |
Top Sellers
| 1 | -$9.64M | |
| 2 | -$8.94M | |
| 3 | -$6.37M | |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.75M |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$4.44M |