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First Trust Energy AlphaDEX Fund

189 hedge funds and large institutions have $1.61B invested in First Trust Energy AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 84 increasing their positions, 56 reducing their positions, and 13 closing their positions.

Holders
189
Holders Change
+24
Holders Change %
+14.55%
% of All Funds
3.05%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
39
Increased
84
Reduced
56
Closed
13
Calls
$179K
Puts
Net Calls
+$179K
Net Calls Change
+$176K
Name Market Value Shares Shares
Change
Shares
Change %
KNW
76
Kesler Norman & Wride
Utah
$998K 58,369 +13,865 +31%
IWM
77
Iams Wealth Management
Nebraska
$987K 57,747 +57,747 New
TWM
78
TriaGen Wealth Management
California
$983K 57,527 -490 -0.8%
WFA
79
WMG Financial Advisors
Tennessee
$909K 53,180 +12,454 +31%
CASC
80
Coppell Advisory Solutions Corp
Texas
$909K 53,160 +53,160 New
CAS
81
Coppell Advisory Solutions
Texas
$909K 53,160 +53,160 New
FAIM
82
Financial Advocates Investment Management
Washington
$860K 50,304 +20,950 +71%
SFI
83
SPC Financial Inc
Maryland
$843K 49,302 -631 -1%
GWP
84
Gateway Wealth Partners
Wisconsin
$834K 48,827 +48,827 New
OIA
85
OneDigital Investment Advisors
Kansas
$833K 48,763 -195 -0.4%
HA
86
HFG Advisors
Ohio
$832K 48,705 -2,413 -5%
BRWA
87
B. Riley Wealth Advisors
Florida
$807K 47,200 -81 -0.2%
CF
88
Centaurus Financial
California
$805K 47,080 -15,614 -25%
AWM
89
Apollon Wealth Management
South Carolina
$767K 44,905 -794 -2%
MWM
90
MinichMacGregor Wealth Management
New York
$745K 43,582 -346 -0.8%
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$729K 42,852 +3,647 +9%
WAP
92
Wealthcare Advisory Partners
Pennsylvania
$725K 42,448 +13,591 +47%
SMF
93
Sterling Manor Financial
New York
$667K 39,010 +39,010 New
MML Investors Services
94
MML Investors Services
Massachusetts
$666K 38,994 +10,941 +39%
Citadel Advisors
95
Citadel Advisors
Florida
$664K 38,851 +38,851 New
PAG
96
Private Advisory Group
Washington
$655K 38,355 +38,355 New
IWM
97
IHT Wealth Management
Illinois
$628K 36,760 +11,060 +43%
LS
98
Leelyn Smith
Illinois
$597K 34,934 +4,361 +14%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$584K 34,157 +561 +2%
Renaissance Technologies
100
Renaissance Technologies
New York
$567K 33,200 +9,500 +40%