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First Trust Energy AlphaDEX Fund
FXN
FXN
121 hedge funds and large institutions have $253M invested in First Trust Energy AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 61 reducing their positions, and 22 closing their positions.
New
Increased
Maintained
Reduced
Closed
22.12% more ownership
Funds ownership: 61.33% → 83.45% (+22%)
9% less funds holding
Funds holding: 133 → 121 (-12)
28% less capital invested
Capital invested by funds: $352M → $253M (-$99.1M)
50% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 22
57% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 61
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Holders
121
Holders Change
-12
Holders Change %
-9.02%
% of All Funds
1.74%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
26
Reduced
61
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$11.3M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$8.8M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$7.19M |
| 4 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$4.96M |
| 5 |
IPW
IronBridge Private Wealth
Austin,
Texas
|
-$3.84M |
