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First Trust Financials AlphaDEX Fund

209 hedge funds and large institutions have $656M invested in First Trust Financials AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 78 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: $697M → $656M (-$41.8M)

15% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 78

Holders
209
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 +$16.2M
2 +$16.1M
3 +$15.8M
4
Millennium Management
Millennium Management
New York
+$14.8M
5
AWM
AE Wealth Management
Kansas
+$13.5M

Top Sellers

1 -$18.4M
2 -$11.7M
3 -$7.5M
4
Morgan Stanley
Morgan Stanley
New York
-$7.22M
5
Goldman Sachs
Goldman Sachs
New York
-$5.54M
Name Holding Trade Value Shares
Change
Change in
Stake
126
$362K
127
$358K
128
$350K
129
$330K
130
$318K
131
$317K
132
$316K
133
$304K
134
$302K
135
$301K
136
$300K
137
$298K
138
$294K
139
$285K
140
$284K
141
$284K
142
$282K
143
$273K
144
$267K
145
$266K
146
$256K
147
$253K
148
$238K
149
$237K
150
$237K