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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
1
$117M
2
$63M
3
$59.5M
4
$35.9M
5
$31.8M
6
$26.2M
7
$21.2M
8
$15.9M
9
$14.3M
10
$13.9M
11
$13.1M
12
$13.1M
13
$13.1M
14
$12M
15
$11.3M
16
$7.7M
17
$6.6M
18
$6.43M
19
$5.59M
20
$5.06M
21
$4.91M
22
$4.75M
23
$4.47M
24
$4.41M
25
$4.22M