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First Trust Energy AlphaDEX Fund

98 hedge funds and large institutions have $207M invested in First Trust Energy AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+24
Holders Change %
+32.43%
% of All Funds
1.73%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
33
Increased
37
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DWMG
51
DB Wealth Management Group
California
$315K +$312K +30,786 +9,301%
FEG
52
Financial Enhancement Group
Indiana
$299K +$299K +29,591 New
SPIA
53
Steward Partners Investment Advisory
New York
$298K +$258K +25,480 +636%
Citadel Advisors
54
Citadel Advisors
Florida
$292K +$77.4K +7,646 +36%
MW
55
Marks Wealth
Maryland
$283K +$283K +27,979 New
CFGS
56
Concourse Financial Group Securities
Alabama
$282K +$142K +14,025 +101%
SAM
57
SignalPoint Asset Management
Missouri
$270K +$270K +26,664 New
PMG
58
ProVise Management Group
Florida
$268K +$129K +12,749 +93%
IWM
59
IHT Wealth Management
Illinois
$210K +$35.9K +3,556 +21%
TRCT
60
Tower Research Capital (TRC)
New York
$170K -$252K -24,953 -60%
PCM
61
Penserra Capital Management
California
$167K +$167K +16,520 New
PAG
62
Private Advisor Group
New Jersey
$148K -$434K -42,977 -75%
NA
63
NewEdge Advisors
Louisiana
$145K +$22.3K +2,197 +18%
KAS
64
Kestra Advisory Services
Texas
$141K -$7.74K -767 -5%
HFS
65
Howard Financial Services
Texas
$140K +$140K +13,797 New
CAN
66
Cetera Advisor Networks
California
$127K +$127K +12,500 New
TI
67
tru Independence
Oregon
$119K -$180K -17,777 -60%
SG
68
StoneX Group
New York
$107K +$2.71K +269 +3%
SWM
69
Spire Wealth Management
Virginia
$101K +$101K +10,017 New
S
70
SignatureFD
Georgia
$99K +$99K +9,805 New
MCC
71
Money Concepts Capital
Florida
$93K -$1.4K -138 -1%
BEI
72
Benjamin Edwards Inc
Missouri
$89K
GWM
73
Geneos Wealth Management
Colorado
$87K
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$68K
SFS
75
Sowell Financial Services
Arkansas
$57K +$46.7K +4,492 +455%