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First Trust Energy AlphaDEX Fund
FXN
FXN
166 hedge funds and large institutions have $453M invested in First Trust Energy AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 92 reducing their positions, and 41 closing their positions.
New
Increased
Maintained
Reduced
Closed
13% less funds holding
Funds holding: 190 → 166 (-24)
20.96% less ownership
Funds ownership: 83.77% → 62.82% (-21%)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
49% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 41
60% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 92
72% less capital invested
Capital invested by funds: $1.61B → $453M (-$1.15B)
Holders
166
Holders Change
-24
Holders Change %
-12.63%
% of All Funds
2.65%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
21
Increased
37
Reduced
92
Closed
41
Calls
$8K
Puts
–
Net Calls
+$8K
Net Calls Change
-$171K
Top Buyers
Top Sellers
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$710M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$68.8M |
| 3 |
Morgan Stanley
New York
|
-$57.8M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$29.8M |
| 5 |
ODG
O'Dell Group
Cincinnati,
Ohio
|
-$17.1M |
