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First Trust Energy AlphaDEX Fund

145 hedge funds and large institutions have $417M invested in First Trust Energy AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 67 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

34% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 67

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
145
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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 +$22.4M
2 +$6.77M
3 +$5.68M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$5.43M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.12M

Top Sellers

1 -$74.7M
2 -$6.89M
3 -$3.94M
4
NA
Navellier & Associates
Nevada
-$3.49M
5
NA
NewEdge Advisors
Louisiana
-$3.41M
Name Holding Trade Value Shares
Change
Change in
Stake
26
$3.4M
27
$3.21M
28
$3.18M
29
$3.09M
30
$2.42M
31
$2.41M
32
$2.26M
33
$2.2M
34
$1.88M
35
$1.74M
36
$1.73M
37
$1.46M
38
$1.4M
39
$1.39M
40
$1.39M
41
$1.29M
42
$1.05M
43
$1.03M
44
$1.03M
45
$960K
46
$920K
47
$883K
48
$853K
49
$846K
50
$834K