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First Trust Energy AlphaDEX Fund

153 hedge funds and large institutions have $416M invested in First Trust Energy AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 57 reducing their positions, and 20 closing their positions.

Holders
153
Holders Change
+5
Holders Change %
+3.38%
% of All Funds
2.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
45
Reduced
57
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BCP
76
Blackhawk Capital Partners
Wisconsin
$366K 21,029 -507 -2%
IWM
77
IHT Wealth Management
Illinois
$347K 19,927 +2,592 +15%
SFS
78
Sowell Financial Services
Arkansas
$336K 19,262
LFAS
79
Level Four Advisory Services
Texas
$334K 19,195 -7,858 -29%
HA
80
HFG Advisors
Ohio
$334K 19,179 -709 -4%
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$332K 19,058 +145 +0.8%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$328K 18,856 -1,395 -7%
Qube Research & Technologies (QRT)
83
Qube Research & Technologies (QRT)
United Kingdom
$318K 18,237 +18,083 +11,742%
M1FG
84
Mach-1 Financial Group
Arkansas
$316K 18,165 -195 -1%
TI
85
Trexquant Investment
Connecticut
$313K 17,984 -24,766 -58%
WC
86
Waterloo Capital
Texas
$313K 17,942 +17,942 New
BCI
87
Brinker Capital Investments
Pennsylvania
$285K 16,364 +4,628 +39%
OPS
88
Orion Portfolio Solutions
Nebraska
$285K 16,364 +4,628 +39%
PAS
89
Park Avenue Securities
New York
$285K 16,374 +16,374 New
AC
90
Anson Capital
Georgia
$285K 16,332 -738 -4%
TI
91
Truepoint Inc
Ohio
$284K 16,300
FEM
92
Fulcrum Equity Management
Texas
$277K 15,897 +15,897 New
SAM
93
Secure Asset Management
Michigan
$276K 15,837 -2,115 -12%
Comerica Bank
94
Comerica Bank
Texas
$267K 15,340 +15,340 New
CAC
95
Certified Advisory Corp
Florida
$264K 15,131
TI
96
tru Independence
Oregon
$263K 15,116 +3,248 +27%
PFG
97
Prosperity Financial Group
California
$259K 14,879 -172,561 -92%
DIP
98
Davis Investment Partners
North Carolina
$258K 15,700
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$254K 14,577 -10,923 -43%
VF
100
VitalStone Financial
Texas
$249K 14,960 +14,230 +1,949%