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First Trust Energy AlphaDEX Fund
FXN
FXN
149 hedge funds and large institutions have $338M invested in First Trust Energy AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 73 reducing their positions, and 35 closing their positions.
New
Increased
Maintained
Reduced
Closed
1.12% less ownership
Funds ownership: 62.82% → 61.7% (-1.1%)
10% less funds holding
Funds holding: 166 → 149 (-17)
26% less capital invested
Capital invested by funds: $453M → $338M (-$116M)
43% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 35
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
53% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 73
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $982K
Holders
149
Holders Change
-17
Holders Change %
-10.24%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
20
Increased
34
Reduced
73
Closed
35
Calls
–
Puts
$982K
Net Calls
-$982K
Net Calls Change
-$990K
Top Buyers
Top Sellers
| 1 |
LPL Financial
San Diego,
California
|
-$14.8M |
| 2 |
Morgan Stanley
New York
|
-$11.6M |
| 3 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
-$10.9M |
| 4 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
-$9.54M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$6.39M |
