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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
SL
51
Savior LLC
Massachusetts
$2.08M -$7.48K -461 -0.3%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$1.94M +$292K +17,977 +16%
TWM
53
Trinity Wealth Management
Pennsylvania
$1.94M -$265K -16,343 -11%
FEM
54
Fulcrum Equity Management
Texas
$1.93M -$285K -17,555 -12%
AAS
55
Avantax Advisory Services
Texas
$1.54M +$124K +7,614 +8%
TRCT
56
Tower Research Capital (TRC)
New York
$1.44M +$1.54M +94,798 +3,104%
AWS
57
Atria Wealth Solutions
New York
$1.36M -$546K -33,643 -27%
OWA
58
Outlook Wealth Advisors
Texas
$1.32M +$36.4K +2,245 +3%
IFG
59
Independent Financial Group
California
$1.3M +$262K +16,152 +22%
IAA
60
Independent Advisor Alliance
North Carolina
$1.19M -$741K -45,656 -36%
Jane Street
61
Jane Street
New York
$1.15M +$1.27M +78,199 New
OBWG
62
Onyx Bridge Wealth Group
New York
$1.15M +$1.23M +75,981 New
MA
63
Mutual Advisors
Nebraska
$1.15M +$554K +34,135 +78%
KPWS
64
Kestra Private Wealth Services
Texas
$1.12M -$4.9K -302 -0.4%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$1.04M -$1.39M -85,915 -55%
CWM
66
Concentrum Wealth Management
California
$1.01M -$1.06M -65,614 -49%
AFM
67
Andesa Financial Management
Pennsylvania
$941K +$604K +37,250 +141%
CF
68
Centaurus Financial
California
$937K -$528K -32,567 -34%
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$931K -$1.11M -68,572 -52%
CA
70
Cetera Advisors
Colorado
$883K +$683K +42,079 +237%
KA
71
Kovack Advisors
Florida
$878K -$581K -35,843 -38%
GIA
72
Gladstone Institutional Advisory
Florida
$853K -$1.09M -67,241 -54%
TWM
73
TriaGen Wealth Management
California
$848K -$1.12M -69,112 -55%
HI
74
Harbour Investments
Wisconsin
$847K +$931K +57,393 New
RFWA
75
RPg Family Wealth Advisory
Massachusetts
$843K +$86.3K +5,320 +10%