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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
Renaissance Technologies
101
Renaissance Technologies
New York
$567K +$170K +9,500 +40%
SAM
102
Secure Asset Management
Michigan
$544K -$11.2K -623 -2%
PFA
103
Pinnacle Family Advisors
Missouri
$527K +$102K +5,702 +23%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$520K -$2.23M -124,523 -80%
RIA
105
Realta Investment Advisors
Delaware
$502K +$10.5K +583 +2%
OWA
106
Outlook Wealth Advisors
Texas
$492K +$37.1K +2,066 +8%
FIM
107
Freedom Investment Management
Connecticut
$487K +$511K +28,516 New
WCM
108
WealthBridge Capital Management
Ohio
$481K +$156K +8,686 +45%
MOS
109
MGO One Seven
Ohio
$476K -$53.6K -2,991 -10%
WI
110
Wintrust Investments
Illinois
$474K +$497K +27,718 New
SFPG
111
Stonebridge Financial Planning Group
Florida
$457K +$117K +6,499 +32%
DBRC
112
D.B. Root & Company
Pennsylvania
$453K
SEA
113
Stegent Equity Advisors
Texas
$451K +$473K +26,375 New
RFWA
114
RPg Family Wealth Advisory
Massachusetts
$450K -$124K -6,915 -21%
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$442K +$83.7K +4,664 +22%
Citigroup
116
Citigroup
New York
$432K +$454K +25,293 New
AWA
117
Arkadios Wealth Advisors
Georgia
$429K +$8.21K +458 +2%
RIA
118
Regal Investment Advisors
Michigan
$429K +$13.1K +730 +3%
IA
119
IFG Advisory
Georgia
$404K +$51.2K +2,852 +14%
CCA
120
Cottonwood Capital Advisors
Utah
$398K -$2.58K -144 -0.6%
AC
121
Anson Capital
Georgia
$393K -$81.5K -4,543 -17%
1W
122
1776 Wealth
Georgia
$392K +$17.9K +1,000 +5%
DC
123
Davenport & Co
Virginia
$392K +$90.5K +5,044 +28%
DIP
124
Davis Investment Partners
North Carolina
$385K +$403K +22,450 New
SAM
125
SignalPoint Asset Management
Missouri
$377K -$807 -45 -0.2%