First Trust Small Cap Core AlphaDEX Fund
FYX
FYX
125 hedge funds and large institutions have $503M invested in First Trust Small Cap Core AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 49 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
2% less funds holding
Funds holding: 127 → 125 (-2)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Holders
125
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$7.33M | |
| 2 | +$2.55M | |
| 3 | +$2.54M | |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$882K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$784K |
Top Sellers
| 1 | -$5.05M | |
| 2 | -$3.65M | |
| 3 | -$2.37M | |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$2.11M |
| 5 |
Morgan Stanley
New York
|
-$1.83M |