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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.

Holders
98
Holders Change
+24
Holders Change %
+32.43%
% of All Funds
1.73%
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 Market Value Shares Shares
Change
Shares
Change %
AWA
76
Arkadios Wealth Advisors
Georgia
$57K 5,726 +5,726 New
TCWM
77
Total Clarity Wealth Management
Illinois
$47K 4,665 +4,665 New
HI
78
Harbour Investments
Wisconsin
$31K 3,060 +3,060 New
TF
79
TimeScale Financial
Massachusetts
$28K 2,764 +2,764 New
MIM
80
MTM Investment Management
South Carolina
$27K 2,690
JAWM
81
J. Arnold Wealth Management
Ohio
$25K 2,500 +2,500 New
BAM
82
Bellevue Asset Management
Washington
$23K 2,270 -249 -10%
Citigroup
83
Citigroup
New York
$15K 1,510 -999 -40%
AP
84
Atwood & Palmer
Missouri
$14K 1,400 -2,000 -59%
AP
85
Advisors Preferred
Maryland
$13K 1,197 +1,197 New
CFA
86
Carroll Financial Associates
North Carolina
$9K 900
FWM
87
Focused Wealth Management
New York
$8K 821
SPWG
88
Sage Private Wealth Group
Illinois
$7K 649
CIAS
89
Capital Investment Advisory Services
North Carolina
$6K 607
AF
90
Advisornet Financial
Minnesota
$6K 633 +5 +0.8%
ME
91
McIlrath & Eck
Washington
$5K 485 +485 New
WP
92
WealthShield Partners
North Carolina
$5K 508 +508 New
William Blair & Company
93
William Blair & Company
Illinois
$4K 419
EP
94
Eudaimonia Partners
Tennessee
$4K 425 +425 New
WB
95
Webster Bank
Connecticut
$1K 67
CAAS
96
Capital Asset Advisory Services
Michigan
$1K 103
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
-63,633 Closed
SS
98
Simplicity Solutions
Minnesota
-26,712 Closed
RJT
99
Raymond James Trust
Florida
-11,333 Closed
RIA
100
Regal Investment Advisors
Michigan
-10,416 Closed