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First Trust Energy AlphaDEX Fund

190 hedge funds and large institutions have $1.61B invested in First Trust Energy AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 84 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 13

47% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 57

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

17% more capital invested

Capital invested by funds: $1.37B → $1.61B (+$237M)

14% more funds holding

Funds holding: 166190 (+24)

0.42% more ownership

Funds ownership: 83.36%83.77% (+0.42%)

Holders
190
Holders Change
+24
Holders Change %
+14.46%
% of All Funds
3.05%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
39
Increased
84
Reduced
57
Closed
13
Calls
$179K
Puts
Net Calls
+$179K
Net Calls Change
+$176K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Crumly & Associates
Illinois
$7.11M +$540K +30,115 +8%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$6.93M +$1.72M +95,794 +31%
CAG
28
Csenge Advisory Group
Florida
$6.84M -$1.19M -66,547 -14%
Truist Financial
29
Truist Financial
North Carolina
$6.81M -$443K -24,679 -6%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$6.27M +$1.4M +78,157 +27%
NC
31
NewSquare Capital
Pennsylvania
$5.7M -$11.8M -655,123 -66%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$5.38M +$3.25M +181,248 +136%
HighTower Advisors
33
HighTower Advisors
Illinois
$5M -$558K -31,107 -10%
FWA
34
FOCUS Wealth Advisors
Texas
$4.95M -$159K -8,873 -3%
IWC
35
Integrated Wealth Concepts
Massachusetts
$4.66M -$155K -8,651 -3%
SPC
36
Sigma Planning Corp
Michigan
$4.51M +$1.31M +73,307 +39%
FEG
37
Financial Enhancement Group
Indiana
$4.48M +$554K +30,889 +13%
KAS
38
Kestra Advisory Services
Texas
$4.36M -$1.68M -93,406 -27%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$3.98M -$9.45M -526,639 -69%
PPWM
40
Paragon Private Wealth Management
Kentucky
$3.64M +$271K +15,133 +8%
IA
41
IFP Advisors
Florida
$3.64M +$313K +17,461 +10%
NA
42
NewEdge Advisors
Louisiana
$3.61M +$2.54M +141,610 +19%
SI
43
Stephens Inc
Arkansas
$3.52M -$477K -26,612 -11%
CAN
44
Cetera Advisor Networks
California
$3.19M +$868K +48,390 +35%
PFS
45
Prospera Financial Services
Texas
$3.14M -$10.3K -572 -0.3%
TRCT
46
Tower Research Capital (TRC)
New York
$2.89M +$2.02M +112,900 +200%
Mariner
47
Mariner
Kansas
$2.52M +$2.65M +147,488 New
AAS
48
Avantax Advisory Services
Texas
$2.47M +$700K +39,031 +37%
PWA
49
PCG Wealth Advisors
Kansas
$2.44M +$2.56M +142,998 New
SL
50
Savior LLC
Massachusetts
$2.39M -$30.9K -1,724 -1%