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First Trust Energy AlphaDEX Fund

165 hedge funds and large institutions have $1.29B invested in First Trust Energy AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 69 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

12% more funds holding

Funds holding: 147165 (+18)

0.46% more ownership

Funds ownership: 82.72%83.19% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

5% less capital invested

Capital invested by funds: $1.36B → $1.29B (-$64.3M)

10% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 69

Holders
165
Holders Change
+18
Holders Change %
+12.24%
% of All Funds
2.78%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
25
Increased
62
Reduced
69
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
76
WMG Financial Advisors
Tennessee
$767K +$845K +52,084 New
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$760K -$669K -41,262 -44%
SFI
78
SPC Financial Inc
Maryland
$754K -$195 -12 -0%
HA
79
HFG Advisors
Ohio
$754K +$829K +51,098 New
OIA
80
OneDigital Investment Advisors
Kansas
$746K -$68.2K -4,206 -8%
AWM
81
AE Wealth Management
Kansas
$696K -$724K -44,651 -49%
CA
82
CoreCap Advisors
Michigan
$685K -$242K -14,940 -24%
PPW
83
Pinnacle Private Wealth
Massachusetts
$669K -$477K -29,434 -39%
SAM
84
Secure Asset Management
Michigan
$643K -$6.83K -421 -1%
FAIM
85
Financial Advocates Investment Management
Washington
$614K -$1.76M -108,713 -72%
MWM
86
MinichMacGregor Wealth Management
New York
$613K -$17.6K -1,087 -3%
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$585K +$51.1K +3,151 +9%
BRWA
88
B. Riley Wealth Advisors
Florida
$564K +$10.7K +659 +2%
CAN
89
Claraphi Advisory Network
United States
$525K +$13.7K +845 +2%
AC
90
Anson Capital
Georgia
$491K -$157K -9,683 -23%
MOS
91
MGO One Seven
Ohio
$466K -$6.15K -379 -1%
SCA
92
Snowden Capital Advisors
New York
$463K -$10.4K -644 -2%
LS
93
Leelyn Smith
Illinois
$444K -$148K -9,137 -23%
Renaissance Technologies
94
Renaissance Technologies
New York
$444K +$488K +30,100 New
WS
95
Wedbush Securities
California
$434K +$8.34K +514 +2%
RIA
96
Realta Investment Advisors
Delaware
$428K +$467K +28,761 New
Bank of New York Mellon
97
Bank of New York Mellon
New York
$416K +$270K +16,672 +145%
ATPW
98
Ashton Thomas Private Wealth
Arizona
$394K -$524K -32,324 -55%
CCA
99
Cottonwood Capital Advisors
Utah
$384K -$6.15K -379 -1%
AWA
100
Arkadios Wealth Advisors
Georgia
$379K +$34.7K +2,138 +9%