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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
126
$14.9K
127
$14K
128
$12.3K
129
$12.2K
130
$9.52K
131
$9.44K
132
$7.58K
133
$6.56K
134
$6K
135
$5.79K
136
$5.19K
137
$4K
138
$2.75K
139
$2.21K
140
$1.99K
141
$1.55K
142
$731
143
$562
144
$562
145
$131
146
147
148
149
150