We are live on ! Find out more
FXO icon

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
151
$235K
152
$232K
153
$222K
154
$216K
155
$211K
156
$207K
157
$201K
158
$201K
159
$183K
160
$182K
161
$177K
162
$177K
163
$172K
164
$170K
165
$167K
166
$159K
167
$152K
168
$152K
169
$116K
170
$107K
171
$89.1K
172
$86.3K
173
$68.7K
174
$49.3K
175
$45.2K