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First Trust Energy AlphaDEX Fund

98 hedge funds and large institutions have $207M invested in First Trust Energy AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 7

147% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 15

134% more capital invested

Capital invested by funds: $88.7M → $207M (+$119M)

32% more funds holding

Funds holding: 7498 (+24)

5.5% more ownership

Funds ownership: 63.53%69.02% (+5.5%)

Holders
98
Holders Change
+24
Holders Change %
+32.43%
% of All Funds
1.72%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
33
Increased
37
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
-$9K -1,098 Closed
TWM
102
Tradition Wealth Management
Minnesota
-$8K -1,000 Closed
LFG
103
Larson Financial Group
Missouri
-$1K -184 Closed