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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

371% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 7

147% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 15

134% more capital invested

Capital invested by funds: $88.7M β†’ $207M (+$119M)

32% more funds holding

Funds holding: 74 β†’ 98 (+24)

5.5% more ownership

Funds ownership: 63.53% β†’ 69.02% (+5.5%)

Holders
98
Holders Change
+24
Holders Change %
+32.43%
% of All Funds
1.72%
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
Change in
Stake
AWA
76
Arkadios Wealth Advisors
Georgia
$57K +$54.9K +5,726 New
TCWM
77
Total Clarity Wealth Management
Illinois
$47K +$44.7K +4,665 New
HI
78
Harbour Investments
Wisconsin
$31K +$29.3K +3,060 New
TF
79
TimeScale Financial
Massachusetts
$28K +$26.5K +2,764 New
MIM
80
MTM Investment Management
South Carolina
$27K – – –
JAWM
81
J. Arnold Wealth Management
Ohio
$25K +$24K +2,500 New
BAM
82
Bellevue Asset Management
Washington
$23K -$2.39K -249 -10%
Citigroup
83
Citigroup
New York
$15K -$9.57K -999 -40%
AP
84
Atwood & Palmer
Missouri
$14K -$19.2K -2,000 -59%
AP
85
Advisors Preferred
Maryland
$13K +$11.5K +1,197 New
CFA
86
Carroll Financial Associates
North Carolina
$9K – – –
FWM
87
Focused Wealth Management
New York
$8K – – –
SPWG
88
Sage Private Wealth Group
Illinois
$7K – – –
CIAS
89
Capital Investment Advisory Services
North Carolina
$6K – – –
AF
90
Advisornet Financial
Minnesota
$6K +$48 +5 +0.8%
ME
91
McIlrath & Eck
Washington
$5K +$4.65K +485 New
WP
92
WealthShield Partners
North Carolina
$5K +$4.87K +508 New
William Blair & Company
93
William Blair & Company
Illinois
$4K – – –
EP
94
Eudaimonia Partners
Tennessee
$4K +$4.07K +425 New
CAAS
95
Capital Asset Advisory Services
Michigan
$1K – – –
WB
96
Webster Bank
Connecticut
$1K – – –
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
– -$504K -63,633 Closed
SS
98
Simplicity Solutions
Minnesota
– -$212K -26,712 Closed
RJT
99
Raymond James Trust
Florida
– -$90K -11,333 Closed
RIA
100
Regal Investment Advisors
Michigan
– -$83K -10,416 Closed