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First Trust Small Cap Core AlphaDEX Fund

81 hedge funds and large institutions have $199M invested in First Trust Small Cap Core AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

48% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 40

Holders
81
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$4.23M
2 +$3.39M
3 +$2.37M
4
Morgan Stanley
Morgan Stanley
New York
+$2.28M
5
OAM
Occidental Asset Management
California
+$1.7M

Top Sellers

1 -$8.31M
2 -$7.44M
3 -$5.05M
4
Citadel Advisors
Citadel Advisors
Florida
-$4.51M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$3.24M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$12K
77
$11K
78
$4K
79
$3K
80
$2K
81
$2K
82
$8
83
84
85
86
87
88
89
90
91
92
93
94
95
96