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First Trust Energy AlphaDEX Fund

190 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, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 13

47% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 57

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

17% more capital invested

Capital invested by funds: $1.37B → $1.61B (+$237M)

14% more funds holding

Funds holding: 166190 (+24)

0.42% more ownership

Funds ownership: 83.36%83.77% (+0.42%)

Holders
190
Holders Change
+24
Holders Change %
+14.46%
% 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
57
Closed
13
Calls
$179K
Puts
Net Calls
+$179K
Net Calls Change
+$176K
Name Holding Trade Value Shares
Change
Change in
Stake
AFM
76
Andesa Financial Management
Pennsylvania
$1.02M -$2.98M -166,010 -74%
KNW
77
Kesler Norman & Wride
Utah
$998K +$249K +13,865 +31%
IWM
78
Iams Wealth Management
Nebraska
$987K +$1.04M +57,747 New
TWM
79
TriaGen Wealth Management
California
$983K -$8.79K -490 -0.8%
WFA
80
WMG Financial Advisors
Tennessee
$909K +$223K +12,454 +31%
CAS
81
Coppell Advisory Solutions
Texas
$909K +$953K +53,160 New
CASC
82
Coppell Advisory Solutions Corp
Texas
$909K +$953K +53,160 New
FAIM
83
Financial Advocates Investment Management
Washington
$860K +$376K +20,950 +71%
SFI
84
SPC Financial Inc
Maryland
$843K -$11.3K -631 -1%
GWP
85
Gateway Wealth Partners
Wisconsin
$834K +$876K +48,827 New
OIA
86
OneDigital Investment Advisors
Kansas
$833K -$3.5K -195 -0.4%
HA
87
HFG Advisors
Ohio
$832K -$43.3K -2,413 -5%
BRWA
88
B. Riley Wealth Advisors
Florida
$807K -$1.45K -81 -0.2%
CF
89
Centaurus Financial
California
$805K -$280K -15,614 -25%
AWM
90
Apollon Wealth Management
South Carolina
$767K -$14.2K -794 -2%
MWM
91
MinichMacGregor Wealth Management
New York
$745K -$6.21K -346 -0.8%
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$729K +$65.4K +3,647 +9%
WAP
93
Wealthcare Advisory Partners
Pennsylvania
$725K +$244K +13,591 +47%
SMF
94
Sterling Manor Financial
New York
$667K +$700K +39,010 New
MML Investors Services
95
MML Investors Services
Massachusetts
$666K +$196K +10,941 +39%
Citadel Advisors
96
Citadel Advisors
Florida
$664K +$697K +38,851 New
PAG
97
Private Advisory Group
Washington
$655K +$688K +38,355 New
IWM
98
IHT Wealth Management
Illinois
$628K +$198K +11,060 +43%
LS
99
Leelyn Smith
Illinois
$597K +$78.2K +4,361 +14%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$584K +$10.1K +561 +2%