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First Trust Energy AlphaDEX Fund
FXN
FXN
34 hedge funds and large institutions have $212M invested in First Trust Energy AlphaDEX Fund in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
200% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 5
185% more capital invested
Capital invested by funds: $74.3M → $212M (+$137M)
28.82% more ownership
Funds ownership: 46.16% → 74.98% (+29%)
17% more funds holding
Funds holding: 29 → 34 (+5)
Holders
34
Holders Change
+5
Holders Change %
+17.24%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
15
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
U
UBS
Zurich,
Switzerland
|
-$1.32M |
| 2 |
Morgan Stanley
New York
|
-$1.22M |
| 3 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
-$426K |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$188K |
| 5 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$168K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIG
26
American International Group
New York
| $170K | – | – | – |
|
27
Ameriprise
Minneapolis,
Minnesota
| $62K | -$86.8K | -3,846 | -59% |
|
|
SF
28
Synovus Financial
Columbus,
Georgia
| $28K | – | – | – |
|
|
LTFS
29
Ladenburg Thalmann Financial Services
Miami,
Florida
| $22K | – | – | – |
|
|
DADC
30
D.A. Davidson & Co
Great Falls,
Montana
| $10K | – | – | – |
|
|
NES
31
New England Securities
New York
| $6K | +$5.87K | +260 | New |
|
|
FAM
32
Formidable Asset Management
Cincinnati,
Ohio
| $4K | +$4.06K | +180 | New |
|
|
KIG
33
Kessler Investment Group
Columbus,
Indiana
| $2K | – | – | – |
|
34
Citigroup
New York
| $1K | +$113 | +5 | +10% |
|
|
RIA
35
Regal Investment Advisors
Kentwood,
Michigan
| – | -$168K | -7,778 | Closed |
|
|
FHC
36
First Heartland Consultants
Lake St. Louis,
Missouri
| – | -$108K | -4,999 | Closed |
|
|
MFS
37
MSI Financial Services
Springfield,
Massachusetts
| – | -$4K | -205 | Closed |
|