First Trust Small Cap Core AlphaDEX Fund
FYX
FYX
125 hedge funds and large institutions have $584M invested in First Trust Small Cap Core AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 44 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
less funds holding
Funds holding: →
7% less capital invested
Capital invested by funds: $625M → $584M (-$41.2M)
33% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 18
Holders
125
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$14.3M | |
| 2 | +$8.33M | |
| 3 | +$6.58M | |
| 4 |
AWM
Avaii Wealth Management
Appleton,
Wisconsin
|
+$2.29M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$2.15M |
Top Sellers
| 1 | -$15.6M | |
| 2 | -$7.14M | |
| 3 | -$5.65M | |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$5.24M |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$3.89M |