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First Trust Energy AlphaDEX Fund

165 hedge funds and large institutions have $1.29B invested in First Trust Energy AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 69 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

12% more funds holding

Funds holding: 147165 (+18)

0.46% more ownership

Funds ownership: 82.72%83.19% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

5% less capital invested

Capital invested by funds: $1.36B → $1.29B (-$64.3M)

10% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 69

Holders
165
Holders Change
+18
Holders Change %
+12.24%
% of All Funds
2.78%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
25
Increased
62
Reduced
69
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG
26
StoneX Group
New York
$7.12M +$478K +29,460 +7%
SMF
27
Sterling Manor Financial
New York
$7.06M +$282K +17,403 +4%
CAG
28
Csenge Advisory Group
Florida
$6.26M +$925K +57,030 +16%
Truist Financial
29
Truist Financial
North Carolina
$5.89M +$628K +38,713 +11%
NA
30
Navellier & Associates
Nevada
$5.1M -$844K -52,006 -13%
CA
31
Crumly & Associates
Illinois
$5.06M -$5.42M -334,232 -49%
HighTower Advisors
32
HighTower Advisors
Illinois
$5.03M +$817K +50,365 +17%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$4.99M -$1.22M -75,100 -19%
FWA
34
FOCUS Wealth Advisors
Texas
$4.48M -$19.8K -1,222 -0.4%
KAS
35
Kestra Advisory Services
Texas
$4.13M -$83K -5,117 -2%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$4.07M -$1.15M -70,999 -20%
Goldman Sachs
37
Goldman Sachs
New York
$4.01M +$1.79M +110,519 +69%
Citadel Advisors
38
Citadel Advisors
Florida
$3.65M +$2.47M +152,229 +160%
CAN
39
Cetera Advisor Networks
California
$3.6M +$1.08M +66,853 +38%
FEG
40
Financial Enhancement Group
Indiana
$3.5M -$510K -31,413 -12%
SPC
41
Sigma Planning Corp
Michigan
$3.24M +$2.16M +133,284 +155%
IA
42
IFP Advisors
Florida
$3.15M
PPWM
43
Paragon Private Wealth Management
Kentucky
$3M +$70.5K +4,345 +2%
IWC
44
Integrated Wealth Concepts
Massachusetts
$2.75M +$1.17M +71,904 +63%
TFA
45
Transamerica Financial Advisors
Florida
$2.68M +$2.9M +178,864 +6,134%
PFS
46
Prospera Financial Services
Texas
$2.4M -$335K -20,668 -11%
OC
47
Oppenheimer & Co
New York
$2.37M -$768K -47,363 -23%
GA
48
Gateway Advisory
New Jersey
$2.29M -$2.85M -175,875 -53%
MIAN
49
Mariner Independent Advisor Network
Kansas
$2.28M +$91.4K +5,635 +4%
OMC
50
Old Mission Capital
Illinois
$2.13M +$2.34M +144,179 New