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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
NWM
51
Nova Wealth Management
Florida
$405K +$416K +24,791 New
GAA
52
Global Assets Advisory
Florida
$384K -$9.81K -584 -2%
CF
53
Centaurus Financial
California
$384K +$24.2K +1,441 +7%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$369K -$22K -1,311 -5%
CCA
55
Cottonwood Capital Advisors
Utah
$348K
SAM
56
SignalPoint Asset Management
Missouri
$335K -$16.1K -956 -4%
1W
57
1776 Wealth
Georgia
$328K
AWS
58
Atria Wealth Solutions
New York
$284K -$270K -16,089 -48%
LFAS
59
Level Four Advisory Services
Texas
$274K +$2.96K +176 +1%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$263K -$350K -20,860 -56%
PFG
61
Prosperity Financial Group
California
$262K +$1.39K +83 +0.5%
KPWS
62
Kestra Private Wealth Services
Texas
$254K +$2.62K +156 +1%
AA
63
Armis Advisers
Georgia
$245K +$252K +14,984 New
HF
64
HRT Financial
New York
$244K -$516K -30,705 -67%
WW
65
Waterfront Wealth
Kansas
$239K -$76.8K -4,570 -24%
SPIA
66
Steward Partners Investment Advisory
New York
$236K -$62.1K -3,696 -20%
HA
67
HFG Advisors
Ohio
$233K -$49.4K -2,939 -17%
RFG
68
REAP Financial Group
Texas
$216K +$571 +34 +0.3%
HI
69
Harbour Investments
Wisconsin
$208K -$65.1K -3,876 -23%
MC
70
Moors & Cabot
Massachusetts
$205K -$6.57K -391 -3%
AWM
71
AE Wealth Management
Kansas
$202K -$68.1K -4,053 -25%
P
72
&Partners
Tennessee
$188K +$11.6K +690 +7%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$179K -$159K -9,441 -46%
SOS
74
Silver Oak Securities
Tennessee
$176K +$790 +47 +0.4%
AI
75
Atria Investments
North Carolina
$176K +$181K +10,767 New