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First Trust Energy AlphaDEX Fund
FXN
FXN
84 hedge funds and large institutions have $291M invested in First Trust Energy AlphaDEX Fund in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 20 reducing their positions, and 20 closing their positions.
New
Increased
Maintained
Reduced
Closed
90% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 20
23% more capital invested
Capital invested by funds: $235M → $291M (+$55.1M)
5.7% more ownership
Funds ownership: 59.35% → 65.05% (+5.7%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less funds holding
Funds holding: 88 → 84 (-4)
20% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 20
Holders
84
Holders Change
-4
Holders Change %
-4.55%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
38
Reduced
20
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$6.17M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
-$4.87M |
| 3 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$4.37M |
| 4 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$2.95M |
| 5 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$2.28M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FCMT
101
Founders Capital Management (Texas)
Houston,
Texas
| – | -$10K | -610 | Closed |
|
|
WAP
102
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$5K | -311 | Closed |
|
103
JP Morgan Chase
New York
| – | -$5K | -275 | Closed |
|