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First Trust Energy AlphaDEX Fund

150 hedge funds and large institutions have $427M invested in First Trust Energy AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 56 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

13% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 56

Holders
150
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 +$52M
2 +$6.57M
3 +$6.31M
4
Two Sigma Investments
Two Sigma Investments
New York
+$1.86M
5
UBS Group
UBS Group
Switzerland
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$756K
52
$743K
53
$737K
54
$735K
55
$703K
56
$696K
57
$674K
58
$664K
59
$624K
60
$621K
61
$604K
62
$587K
63
$545K
64
$541K
65
$539K
66
$525K
67
$515K
68
$509K
69
$503K
70
$469K
71
$462K
72
$443K
73
$399K
74
$393K
75
$389K