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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
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$375K +$8.82K +544 +2%
PFA
102
Pinnacle Family Advisors
Missouri
$368K +$107K +6,601 +36%
VAS
103
Vestmark Advisory Solutions
Massachusetts
$351K +$386K +23,809 New
IA
104
IFG Advisory
Georgia
$347K +$93.9K +5,788 +33%
LFAS
105
Level Four Advisory Services
Texas
$338K -$8.1K -499 -2%
MML Investors Services
106
MML Investors Services
Massachusetts
$334K -$587K -36,202 -62%
RIA
107
Regal Investment Advisors
Michigan
$330K +$363K +22,390 New
MW
108
Marks Wealth
Maryland
$327K +$360K +22,166 New
SAM
109
SignalPoint Asset Management
Missouri
$326K -$21.8K -1,341 -6%
1W
110
1776 Wealth
Georgia
$324K -$162K -10,000 -31%
IWM
111
IHT Wealth Management
Illinois
$313K -$11.1K -682 -3%
FHA
112
Flagship Harbor Advisors
Massachusetts
$309K +$171K +10,534 +102%
PAG
113
Private Advisory Group
Washington
$308K -$102K -6,260 -23%
GTAM
114
Global Trust Asset Management
Florida
$294K -$87.6K -5,400 -21%
AWM
115
Axxcess Wealth Management
California
$292K -$24.7K -1,524 -7%
WCM
116
WealthBridge Capital Management
Ohio
$288K +$316K +19,481 New
SWM
117
Spire Wealth Management
Virginia
$267K -$515K -31,717 -64%
PMG
118
ProVise Management Group
Florida
$244K
CFGS
119
Concourse Financial Group Securities
Alabama
$240K -$18.2K -1,122 -6%
FPGK
120
Financial Partners Group (Kansas)
Kansas
$221K -$141K -8,690 -37%
PA
121
PFG Advisors
Arizona
$218K +$5.55K +342 +2%
DBRC
122
D.B. Root & Company
Pennsylvania
$215K -$32.5K -2,006 -12%
BCM
123
Brookstone Capital Management
Illinois
$209K +$2.74K +169 +1%
SCFS
124
S.C. Financial Services
Arizona
$208K -$11.3K -698 -5%
Fisher Asset Management
125
Fisher Asset Management
Washington
$200K +$22.5K +1,384 +11%