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First Trust Energy AlphaDEX Fund
FXN
FXN
79 hedge funds and large institutions have $112M invested in First Trust Energy AlphaDEX Fund in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
138% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 8
16% more funds holding
Funds holding: 68 → 79 (+11)
3% more capital invested
Capital invested by funds: $109M → $112M (+$3.53M)
0.12% less ownership
Funds ownership: 48.12% → 48% (-0.12%)
18% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 28
Holders
79
Holders Change
+11
Holders Change %
+16.18%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
23
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$1.93M |
| 2 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$1.42M |
| 3 |
Jane Street
New York
|
+$1.31M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.25M |
| 5 |
Morgan Stanley
New York
|
+$459K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $2K | +$2.17K | +150 | New |
|
|
VCM
77
Virtue Capital Management
Brentwood,
Tennessee
| $1K | +$493 | +34 | New |
|
|
HCC
78
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| $1K | +$1.04K | +72 | New |
|
|
FAM
79
Flaharty Asset Management
Clearwater,
Florida
| – | -$3.17M | -222,811 | Closed |
|
|
TSS
80
Two Sigma Securities
New York
| – | -$769K | -53,597 | Closed |
|
81
Citadel Advisors
Miami,
Florida
| – | -$240K | -16,745 | Closed |
|
|
ICOA
82
Investment Centers of America
Bismarck,
North Dakota
| – | -$162K | -11,333 | Closed |
|
|
GA
83
Gateway Advisory
Westfield,
New Jersey
| – | -$155K | -10,795 | Closed |
|
|
NFG
84
Next Financial Group
Houston,
Texas
| – | -$32K | -2,235 | Closed |
|
|
FHA
85
First Horizon Advisors
Memphis,
Tennessee
| – | -$26K | -1,850 | Closed |
|
|
PMFA
86
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$6K | -450 | Closed |
|