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First Trust Energy AlphaDEX Fund

121 hedge funds and large institutions have $253M invested in First Trust Energy AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 61 reducing their positions, and 22 closing their positions.

Holders
121
Holders Change
-12
Holders Change %
-9.02%
% of All Funds
1.75%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
26
Reduced
61
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GAA
51
Global Assets Advisory
Florida
$391K 23,649 +23,649 New
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$388K 23,913 -864 -3%
CF
53
Centaurus Financial
California
$357K 22,031 +533 +2%
AAS
54
Avantax Advisory Services
Texas
$353K 21,772 -20,453 -48%
SAM
55
SignalPoint Asset Management
Missouri
$348K 21,449 -8,566 -29%
RFWA
56
RPg Family Wealth Advisory
Massachusetts
$347K 21,366 -3,161 -13%
CCA
57
Cottonwood Capital Advisors
Utah
$346K 21,322 -166 -0.8%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$331K 20,389 -21,970 -52%
1W
59
1776 Wealth
Georgia
$326K 20,100
WW
60
Waterfront Wealth
Kansas
$311K 19,205 +4,300 +29%
SPIA
61
Steward Partners Investment Advisory
New York
$294K 18,136 -4,956 -21%
HA
62
HFG Advisors
Ohio
$279K 17,179
HI
63
Harbour Investments
Wisconsin
$269K 16,608 -7,581 -31%
LFAS
64
Level Four Advisory Services
Texas
$268K 16,614
AWM
65
AE Wealth Management
Kansas
$266K 16,406 +70 +0.4%
PFG
66
Prosperity Financial Group
California
$259K 15,974 +142 +0.9%
KPWS
67
Kestra Private Wealth Services
Texas
$250K 15,399 -1,211 -7%
IAS
68
Insigneo Advisory Services
Florida
$222K 13,700
SFPG
69
Stonebridge Financial Planning Group
Florida
$217K 13,355 -5,833 -30%
RFG
70
REAP Financial Group
Texas
$214K 13,193 -3,029 -19%
MC
71
Moors & Cabot
Massachusetts
$210K 12,931 +16 +0.1%
CFGS
72
Concourse Financial Group Securities
Alabama
$207K 12,764 -868 -6%
ASN
73
Advisory Services Network
Georgia
$194K 10,648
EH
74
Equitable Holdings
New York
$192K 11,829 +11,829 New
PCH
75
PGIM Custom Harvest
New Jersey
$190K 11,717