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First Trust Energy AlphaDEX Fund

126 hedge funds and large institutions have $237M invested in First Trust Energy AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 33 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

4% more funds holding

Funds holding: 121126 (+5)

6% less capital invested

Capital invested by funds: $253M → $237M (-$16.3M)

21.96% less ownership

Funds ownership: 83.45%61.49% (-22%)

31% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 48

Holders
126
Holders Change
+5
Holders Change %
+4.13%
% of All Funds
1.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
33
Reduced
48
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WE
76
Wealth Effects
Massachusetts
$172K
PA
77
PFG Advisors
Arizona
$170K -$1.98K -118 -1%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$154K -$2.89K -172 -2%
Comerica Bank
79
Comerica Bank
Texas
$123K -$4.62K -275 -4%
IA
80
IFP Advisors
Florida
$119K +$7.88K +469 +7%
GRP
81
Global Retirement Partners
California
$89.5K +$17.5K +1,040 +23%
GWM
82
Geneos Wealth Management
Colorado
$86.5K +$26.9K +1,604 +44%
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$79K -$1.09K -65 -1%
CAS
84
Coppell Advisory Solutions
Texas
$75.1K -$10.6K -632 -12%
PS
85
Principal Securities
Iowa
$55.5K -$2.05K -122 -3%
CA
86
CoreCap Advisors
Michigan
$47.8K -$2.87K -171 -6%
SS
87
Sunbelt Securities
Texas
$44.6K
TWM
88
Topsail Wealth Management
North Carolina
$42.5K +$43.7K +2,600 New
MA
89
MCF Advisors
Kentucky
$40.9K
PTC
90
Private Trust Company
Ohio
$34.4K
MIM
91
MTM Investment Management
South Carolina
$33.4K
OP
92
ORG Partners
Indiana
$32.7K +$33.6K +2,000 New
CFD
93
Creative Financial Designs
Indiana
$30.8K -$76.2K -4,536 -71%
AAP
94
Arax Advisory Partners
Colorado
$26.4K +$50 +3 +0.2%
GSWM
95
Golden State Wealth Management
California
$24.6K +$25.2K +1,503 New
ACA
96
Aptus Capital Advisors
Alabama
$22.7K +$22.9K +1,362 +4,540%
JP Morgan Chase
97
JP Morgan Chase
New York
$19.6K +$20.2K +1,200 New
PB
98
Pinnacle Bancorp
Nebraska
$18K
T
99
Transce3nd
Texas
$17.2K +$17.7K +1,055 New
AG
100
AmeriFlex Group
Nevada
$16.7K +$16.8K +1,002 New