We are live on ! Find out more
FXN icon

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
TWM
51
Trinity Wealth Management
Pennsylvania
$2.33M +$15K +834 +0.6%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$2.25M +$826K +46,047 +54%
Goldman Sachs
53
Goldman Sachs
New York
$2.09M -$299K -16,656 -12%
VWA
54
Visionary Wealth Advisors
Illinois
$2.09M +$2.19M +122,248 New
AWS
55
Atria Wealth Solutions
New York
$2.08M -$436K -24,297 -17%
GWM
56
Geneos Wealth Management
Colorado
$1.97M -$19.9K -1,107 -0.9%
RA
57
RiverTree Advisors
Florida
$1.89M -$387K -21,599 -16%
Qube Research & Technologies (QRT)
58
Qube Research & Technologies (QRT)
United Kingdom
$1.75M -$1.72M -95,978 -48%
GIA
59
Gladstone Institutional Advisory
Florida
$1.68M +$1.54M +85,596 +683%
SCA
60
Snowden Capital Advisors
New York
$1.64M +$671K +37,406 +64%
KPWS
61
Kestra Private Wealth Services
Texas
$1.61M +$321K +17,875 +23%
VAS
62
Vestmark Advisory Solutions
Massachusetts
$1.6M +$667K +37,182 +66%
TFA
63
Transamerica Financial Advisors
Florida
$1.59M -$1.02M -56,939 -38%
CA
64
CoreCap Advisors
Michigan
$1.59M +$433K +24,124 +35%
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$1.56M +$166K +9,265 +11%
WEG
66
World Equity Group
Illinois
$1.53M +$1.61M +89,800 New
OC
67
Oppenheimer & Co
New York
$1.52M +$192K +10,692 +14%
GA
68
Gateway Advisory
New Jersey
$1.48M +$1.55M +86,676 New
IFG
69
Independent Financial Group
California
$1.37M -$156K -8,724 -10%
MFG
70
Merit Financial Group
Georgia
$1.36M -$54.5K -3,037 -4%
HI
71
Harbour Investments
Wisconsin
$1.23M +$259K +14,416 +25%
CA
72
Cetera Advisors
Colorado
$1.15M +$229K +12,749 +23%
CAN
73
Claraphi Advisory Network
United States
$1.15M +$585K +32,601 +94%
CWM
74
Concentrum Wealth Management
California
$1.13M +$8.04K +448 +0.7%
ATPW
75
Ashton Thomas Private Wealth
Arizona
$1.02M +$527K +29,410 +96%