First Trust Energy AlphaDEX Fund
FXN
FXN
99 hedge funds and large institutions have $188M invested in First Trust Energy AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 36 reducing their positions, and 17 closing their positions.
New
Increased
Maintained
Reduced
Closed
more ownership
Funds ownership: →
less funds holding
Funds holding: →
less first-time investments, than exits
New positions opened: | Existing positions closed:
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
28% less capital invested
Capital invested by funds: $260M → $188M (-$72.2M)
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Holders
99
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$5.94M | |
| 2 | +$4.72M | |
| 3 | +$3.33M | |
| 4 |
LPL Financial
San Diego,
California
|
+$2.67M |
| 5 |
Rockefeller Capital Management
New York
|
+$2.38M |
Top Sellers
| 1 | -$9.63M | |
| 2 | -$9.53M | |
| 3 | -$8.76M | |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$8.65M |
| 5 |
NA
Navellier & Associates
Reno,
Nevada
|
-$8.09M |