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First Trust Financials AlphaDEX Fund

207 hedge funds and large institutions have $653M invested in First Trust Financials AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 77 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

6% less capital invested

Capital invested by funds: $694M → $653M (-$41.7M)

16% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 77

Holders
207
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 +$14.3M
2 +$14.2M
3 +$13.9M
4
Millennium Management
Millennium Management
New York
+$13.1M
5
AWM
AE Wealth Management
Kansas
+$12M

Top Sellers

1 -$16.2M
2 -$10.3M
3 -$6.63M
4
Morgan Stanley
Morgan Stanley
New York
-$6.39M
5
FEG
Financial Enhancement Group
Indiana
-$4.99M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$1.63M
52
$1.61M
53
$1.58M
54
$1.48M
55
$1.45M
56
$1.42M
57
$1.4M
58
$1.36M
59
$1.33M
60
$1.31M
61
$1.3M
62
$1.26M
63
$1.23M
64
$1.23M
65
$1.16M
66
$1.1M
67
$1.09M
68
$1.08M
69
$1.02M
70
$1M
71
$992K
72
$989K
73
$978K
74
$964K
75
$960K