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First Trust Energy AlphaDEX Fund
FXN
FXN
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 26 closing their positions.
New
Increased
Maintained
Reduced
Closed
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
2.54% less ownership
Funds ownership: 63.87% → 61.33% (-2.5%)
9% less funds holding
Funds holding: 146 → 133 (-13)
16% less capital invested
Capital invested by funds: $418M → $352M (-$65.5M)
33% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 58
38% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 26
Holders
133
Holders Change
-13
Holders Change %
-8.9%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
39
Reduced
58
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
GS
GTS Securities
New York
|
+$3.69M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.41M |
| 3 |
Millennium Management
New York
|
+$2.26M |
| 4 |
HF
HRT Financial
New York
|
+$2.01M |
| 5 |
PWA
PCG Wealth Advisors
Overland Park,
Kansas
|
+$1.94M |
Top Sellers
| 1 |
GAA
Global Assets Advisory
Orlando,
Florida
|
-$23.6M |
| 2 |
D.E. Shaw & Co
New York
|
-$6.04M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$5.68M |
| 4 |
Morgan Stanley
New York
|
-$4.47M |
| 5 |
TWM
Trinity Wealth Management
Berwyn,
Pennsylvania
|
-$4.39M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IFG
151
Independent Financial Group
San Diego,
California
| – | -$212K | -11,315 | Closed |
|
|
PG
152
Prostatis Group
Hanover,
Maryland
| – | -$193K | -10,328 | Closed |
|
|
CA
153
Calton & Associates
Tampa,
Florida
| – | -$190K | -10,121 | Closed |
|
|
DBRC
154
D.B. Root & Company
Pittsburgh,
Pennsylvania
| – | -$188K | -10,011 | Closed |
|
|
HT
155
Headlands Technologies
Chicago,
Illinois
| – | -$14.9K | -796 | Closed |
|
|
IPW
156
Impact Partnership Wealth
Marietta,
Georgia
| – | -$12.2K | -650 | Closed |
|
|
WP
157
WealthShield Partners
Cary,
North Carolina
| – | -$9.52K | -508 | Closed |
|
|
BEI
158
Benjamin Edwards Inc
Clayton,
Missouri
| – | -$4K | -213 | Closed |
|
159
JP Morgan Chase
New York
| – | -$1.55K | -83 | Closed |
|