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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
101
$543K
102
$542K
103
$511K
104
$497K
105
$473K
106
$473K
107
$469K
108
$463K
109
$458K
110
$439K
111
$424K
112
$421K
113
$412K
114
$410K
115
$397K
116
$385K
117
$378K
118
$376K
119
$374K
120
$373K
121
$366K
122
$366K
123
$362K
124
$362K
125
$358K