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First Trust Energy AlphaDEX Fund

150 hedge funds and large institutions have $427M invested in First Trust Energy AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 56 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

13% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 56

Holders
150
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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 +$52M
2 +$6.57M
3 +$6.31M
4
Two Sigma Investments
Two Sigma Investments
New York
+$1.86M
5
UBS Group
UBS Group
Switzerland
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$123M
2
$47.7M
3
$37.4M
4
$31.6M
5
$14.1M
6
$10.2M
7
$9.73M
8
$8.57M
9
$7.73M
10
$6.75M
11
$6.57M
12
$6.46M
13
$6.31M
14
$5.78M
15
$4.53M
16
$4.52M
17
$4.19M
18
$4.13M
19
$4.02M
20
$3.66M
21
$3.53M
22
$3.39M
23
$3.35M
24
$3.28M
25
$3.11M