We are live on
!
Find out more
First Trust Energy AlphaDEX Fund
FXN
FXN
78 hedge funds and large institutions have $140M invested in First Trust Energy AlphaDEX Fund in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 51 reducing their positions, and 28 closing their positions.
New
Increased
Maintained
Reduced
Closed
3.11% less ownership
Funds ownership: 55.98% → 52.87% (-3.1%)
23% less funds holding
Funds holding: 101 → 78 (-23)
54% less capital invested
Capital invested by funds: $306M → $140M (-$166M)
69% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 51
82% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 28
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
78
Holders Change
-23
Holders Change %
-22.77%
% of All Funds
1.94%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
16
Reduced
51
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$32.3M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$20.7M |
| 3 |
HA
Hays Advisory
Franklin,
Tennessee
|
-$12.5M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$11.5M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$8.25M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IPC
101
Independent Portfolio Consultants
Boca Raton,
Florida
| – | -$15K | -1,005 | Closed |
|
102
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$8K | -504 | Closed |
|
|
MAS
103
Madden Advisory Services
Jacksonville,
Florida
| – | -$7K | -470 | Closed |
|
|
PS
104
Portfolio Solutions
Royal Oak,
Michigan
| – | -$5K | -320 | Closed |
|