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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
1
$63M
2
$49.5M
3
$43.5M
4
$32.6M
5
$23.6M
6
$15.4M
7
$14.7M
8
$14.4M
9
$10.9M
10
$8.65M
11
$7.86M
12
$6.54M
13
$6.04M
14
$5.87M
15
$5.68M
16
$5.49M
17
$5.33M
18
$5.05M
19
$4.39M
20
$4.38M
21
$3.82M
22
$3.82M
23
$3.77M
24
$3.59M
25
$3.51M