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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
76
$928K
77
$904K
78
$894K
79
$853K
80
$833K
81
$820K
82
$819K
83
$817K
84
$803K
85
$797K
86
$790K
87
$790K
88
$724K
89
$724K
90
$720K
91
$708K
92
$707K
93
$686K
94
$685K
95
$682K
96
$638K
97
$623K
98
$588K
99
$552K
100
$552K