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First Trust Energy AlphaDEX Fund

65 hedge funds and large institutions have $60.3M invested in First Trust Energy AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 34 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
-19
Holders Change %
-22.62%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
14
Reduced
34
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LFAS
26
Level Four Advisory Services
Texas
$238K -$20.5K -3,652 -8%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$194K -$1.07M -191,521 -85%
1W
28
1776 Wealth
Georgia
$189K -$76.9K -13,750 -29%
Stifel Financial
29
Stifel Financial
Missouri
$182K -$676K -121,021 -79%
SAM
30
SignalPoint Asset Management
Missouri
$130K +$370 +66 +0.3%
HighTower Advisors
31
HighTower Advisors
Illinois
$118K -$240K -42,813 -67%
Citigroup
32
Citigroup
New York
$116K -$528 -94 -0.5%
KPWS
33
Kestra Private Wealth Services
Texas
$78K +$78K +13,904 New
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$75K -$174K -31,026 -70%
NA
35
NewEdge Advisors
Louisiana
$70K -$2.18M -389,886 -97%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$68K
ABC
37
Associated Banc-Corp
Wisconsin
$65K -$16K -2,877 -20%
RJT
38
Raymond James Trust
Florida
$63K +$63K +11,333 New
SG
39
StoneX Group
New York
$58K -$252K -44,834 -81%
CFGS
40
Concourse Financial Group Securities
Alabama
$52K -$291 -52 -0.6%
BEI
41
Benjamin Edwards Inc
Missouri
$48K +$48K +8,629 New
BAM
42
Bellevue Asset Management
Washington
$22K -$65.6K -11,809 -75%
GWM
43
Geneos Wealth Management
Colorado
$22K +$5 +1 +0%
AP
44
Atwood & Palmer
Missouri
$19K
SPIA
45
Steward Partners Investment Advisory
New York
$13K -$11.3K -1,962 -47%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$12K -$2.18K -389 -15%
PFS
47
Prospera Financial Services
Texas
$11K -$408K -73,264 -97%
SFS
48
Sowell Financial Services
Arkansas
$6K
FWM
49
Focused Wealth Management
New York
$5K -$1.94K -378 -28%
CFA
50
Carroll Financial Associates
North Carolina
$5K