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First Trust Energy AlphaDEX Fund
FXN
FXN
134 hedge funds and large institutions have $290M invested in First Trust Energy AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 51 increasing their positions, 20 reducing their positions, and 13 closing their positions.
New
Increased
Maintained
Reduced
Closed
269% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 13
155% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 20
54% more capital invested
Capital invested by funds: $188M → $290M (+$102M)
35% more funds holding
Funds holding: 99 → 134 (+35)
4.18% less ownership
Funds ownership: 71.48% → 67.3% (-4.2%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $253K
Holders
134
Holders Change
+35
Holders Change %
+35.35%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
48
Increased
51
Reduced
20
Closed
13
Calls
–
Puts
$253K
Net Calls
-$253K
Net Calls Change
-$253K
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$30.4M |
| 2 |
Morgan Stanley
New York
|
+$14.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$5.5M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$5.12M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.77M |
