First Trust Small Cap Core AlphaDEX Fund
FYX
FYX
123 hedge funds and large institutions have $498M invested in First Trust Small Cap Core AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 55 reducing their positions, and 13 closing their positions.
New
Increased
Maintained
Reduced
Closed
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
less capital invested
Capital invested by funds: $ → $
2% less funds holding
Funds holding: 125 → 123 (-2)
33% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 55
Holders
123
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$6.04M | |
| 2 | +$2.87M | |
| 3 | +$2.75M | |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$2.7M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$1.97M |
Top Sellers
| 1 | -$9.65M | |
| 2 | -$9.29M | |
| 3 | -$7.33M | |
| 4 |
SWAG
Spectrum Wealth Advisory Group
Granite Bay,
California
|
-$5.48M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.64M |