FXN icon

First Trust Energy AlphaDEX Fund

150 hedge funds and large institutions have $427M invested in First Trust Energy AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 56 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

13% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 56

Holders
150
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$52M
2 +$6.57M
3 +$6.31M
4
Two Sigma Investments
Two Sigma Investments
New York
+$1.86M
5
UBS Group
UBS Group
Switzerland
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
26
$3.1M
27
$3.01M
28
$2.84M
29
$2.79M
30
$2.09M
31
$1.9M
32
$1.89M
33
$1.86M
34
$1.84M
35
$1.6M
36
$1.57M
37
$1.49M
38
$1.27M
39
$985K
40
$915K
41
$900K
42
$884K
43
$882K
44
$871K
45
$856K
46
$846K
47
$842K
48
$834K
49
$785K
50
$776K