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First Trust Energy AlphaDEX Fund

133 hedge funds and large institutions have $352M invested in First Trust Energy AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

33% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 58

36% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 25

Holders
133
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 +$3.61M
2 +$2.36M
3 +$2.21M
4
HF
HRT Financial
New York
+$1.97M
5
PWA
PCG Wealth Advisors
Kansas
+$1.9M

Top Sellers

1 -$23.6M
2 -$6.04M
3 -$5.68M
4
TWM
Trinity Wealth Management
Pennsylvania
-$4.39M
5
Morgan Stanley
Morgan Stanley
New York
-$4.38M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$269K
77
$267K
78
$250K
79
$248K
80
$235K
81
$227K
82
$226K
83
$226K
84
$213K
85
$213K
86
$194K
87
$194K
88
$194K
89
$192K
90
$191K
91
$191K
92
$189K
93
$188K
94
$185K
95
$176K
96
$158K
97
$129K
98
$104K
99
$97.4K
100
$95.2K