First Trust Small Cap Core AlphaDEX Fund
FYX
FYX
144 hedge funds and large institutions have $594M invested in First Trust Small Cap Core AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 49 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
5% less capital invested
Capital invested by funds: $624M → $594M (-$29.5M)
4.24% less ownership
Funds ownership: 71.01% → 66.76% (-4.2%)
Holders
144
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$10.2M | |
| 2 | +$8.94M | |
| 3 | +$7.39M | |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$6M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$5.62M |
Top Sellers
| 1 | -$61.6M | |
| 2 | -$5.21M | |
| 3 | -$4.75M | |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$2.1M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.74M |