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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
76
$389K
77
$376K
78
$374K
79
$357K
80
$340K
81
$335K
82
$320K
83
$320K
84
$317K
85
$314K
86
$301K
87
$301K
88
$300K
89
$292K
90
$287K
91
$283K
92
$272K
93
$266K
94
$253K
95
$251K
96
$249K
97
$246K
98
$243K
99
$239K
100
$232K