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First Trust Energy AlphaDEX Fund

133 hedge funds and large institutions have $352M invested in First Trust Energy AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

33% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 58

36% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 25

Holders
133
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 +$3.61M
2 +$2.36M
3 +$2.21M
4
HF
HRT Financial
New York
+$1.97M
5
PWA
PCG Wealth Advisors
Kansas
+$1.9M

Top Sellers

1 -$23.6M
2 -$6.04M
3 -$5.68M
4
TWM
Trinity Wealth Management
Pennsylvania
-$4.39M
5
Morgan Stanley
Morgan Stanley
New York
-$4.38M
Name Holding Trade Value Shares
Change
Change in
Stake
26
$2.41M
27
$2.29M
28
$2.2M
29
$2M
30
$1.97M
31
$1.84M
32
$1.68M
33
$1.47M
34
$1.38M
35
$1.29M
36
$1.16M
37
$1.04M
38
$1.04M
39
$993K
40
$947K
41
$794K
42
$789K
43
$771K
44
$768K
45
$767K
46
$751K
47
$747K
48
$740K
49
$702K
50
$700K