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First Trust Energy AlphaDEX Fund

126 hedge funds and large institutions have $237M invested in First Trust Energy AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 33 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

4% more funds holding

Funds holding: 121126 (+5)

6% less capital invested

Capital invested by funds: $253M → $237M (-$16.3M)

21.96% less ownership

Funds ownership: 83.45%61.49% (-22%)

31% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 48

Holders
126
Holders Change
+5
Holders Change %
+4.13%
% of All Funds
1.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
33
Reduced
48
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSWA
26
Marshall & Sterling Wealth Advisors
New York
$1.58M +$1.62M +96,510 New
Stifel Financial
27
Stifel Financial
Missouri
$1.57M -$1.01M -60,178 -39%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$1.46M -$1.56M -92,960 -51%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.41M -$9.15M -544,842 -86%
MP
30
Moment Partners
California
$1.36M +$1.4M +83,445 New
KAS
31
Kestra Advisory Services
Texas
$1.25M +$868K +51,674 +208%
TRCT
32
Tower Research Capital (TRC)
New York
$1.19M +$328K +19,527 +37%
SA
33
Sanctuary Advisors
Indiana
$1.1M -$11.8K -705 -1%
BEI
34
Benjamin Edwards Inc
Missouri
$1.09M +$30.3K +1,802 +3%
PFS
35
Prospera Financial Services
Texas
$802K +$17.9K +1,067 +2%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$768K +$12.2K +725 +2%
NA
37
NewEdge Advisors
Louisiana
$695K -$58.2K -3,463 -8%
GWP
38
Gateway Wealth Partners
Wisconsin
$694K -$25.3K -1,505 -3%
OFS
39
OneAscent Financial Services
Alabama
$693K +$713K +42,434 New
KNW
40
Kesler Norman & Wride
Utah
$688K
Truist Financial
41
Truist Financial
North Carolina
$688K +$24.8K +1,477 +4%
SPC
42
Sigma Planning Corp
Michigan
$658K -$9.74K -580 -1%
Jones Financial Companies
43
Jones Financial Companies
Missouri
$633K +$124K +7,381 +24%
SG
44
StoneX Group
New York
$592K +$608K +36,210 New
MML Investors Services
45
MML Investors Services
Massachusetts
$545K -$20.3K -1,211 -4%
MFN
46
Midwest Financial Network
Illinois
$521K +$536K +31,909 New
Citigroup
47
Citigroup
New York
$521K +$89.7K +5,341 +20%
TSS
48
Two Sigma Securities
New York
$498K -$227K -13,493 -31%
JCFM
49
JBR Co Financial Management
Oklahoma
$484K +$5.96K +355 +1%
AAS
50
Avantax Advisory Services
Texas
$459K +$107K +6,345 +29%