We are live on ! Find out more
FXN icon

First Trust Energy AlphaDEX Fund

59 hedge funds and large institutions have $478M invested in First Trust Energy AlphaDEX Fund in 2015 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 7 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 7

308% more capital invested

Capital invested by funds: $117M → $478M (+$361M)

141.32% more ownership

Funds ownership: 39.29%180.62% (+141%)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

0% more funds holding

Funds holding: 5959 (0)

Holders
59
Holders Change
Holders Change %
0%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
17
Increased
31
Reduced
7
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
51
Wealthcare Capital Management
Virginia
$12K +$11.9K +568 New
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$11K
WEC
53
Winslow Evans & Crocker
Massachusetts
$8.44K -$4.18K -200 -33%
CTC
54
Central Trust Company
Missouri
$5K
US Bancorp
55
US Bancorp
Minnesota
$3K +$2.82K +135 New
W
56
Wealthfront
California
$2K +$1.8K +86 New
HR
57
Howe & Rusling
New York
$1K
JIC
58
Joel Isaacson & Co
New York
$1K +$1.46K +70 New
AIM
59
Astor Investment Management
Illinois
-$8.55M -408,437 Closed
NA
60
Navellier & Associates
Nevada
-$1.54M -73,492 Closed
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
-$1.07M -51,377 Closed
Creative Planning
62
Creative Planning
Kansas
-$942K -45,000 Closed
TRCT
63
Tower Research Capital (TRC)
New York
-$850K -40,633 Closed
CS
64
Credit Suisse
Switzerland
-$629K -30,060 Closed
ACM
65
Aviance Capital Management
Florida
-$599K -28,602 Closed
Deutsche Bank
66
Deutsche Bank
Germany
-$472K -22,579 Closed
VKH
67
Virtu KCG Holdings
New York
-$220K -10,510 Closed
RCG
68
Ruggie Capital Group
Florida
-$251K -4,100 Closed
NPC
69
National Planning Corporation
California
-$75.9K -3,900 Closed
MAS
70
Madden Advisory Services
Florida
-$67K -3,225 Closed
BRWA
71
B. Riley Wealth Advisors
Florida
-$45 -2,140 Closed
FHA
72
First Horizon Advisors
Tennessee
-$7K -364 Closed
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
-$2K -100 Closed