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First Trust Energy AlphaDEX Fund

145 hedge funds and large institutions have $417M invested in First Trust Energy AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 67 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

34% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 67

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
145
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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 +$22.4M
2 +$6.77M
3 +$5.68M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$5.43M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.12M

Top Sellers

1 -$74.7M
2 -$6.89M
3 -$3.94M
4
NA
Navellier & Associates
Nevada
-$3.49M
5
NA
NewEdge Advisors
Louisiana
-$3.41M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$376K
77
$372K
78
$359K
79
$357K
80
$341K
81
$320K
82
$314K
83
$313K
84
$313K
85
$309K
86
$291K
87
$288K
88
$280K
89
$279K
90
$279K
91
$265K
92
$264K
93
$254K
94
$252K
95
$239K
96
$235K
97
$232K
98
$231K
99
$223K
100
$221K