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First Trust Energy AlphaDEX Fund

148 hedge funds and large institutions have $337M invested in First Trust Energy AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 73 reducing their positions, and 35 closing their positions.

Holders
148
Holders Change
-17
Holders Change %
-10.3%
% of All Funds
2.33%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
20
Increased
33
Reduced
73
Closed
35
Calls
Puts
$982K
Net Calls
-$982K
Net Calls Change
-$990K
Name Market Value Shares Shares
Change
Shares
Change %
DC
101
Davenport & Co
Virginia
$192K 12,285 -8,199 -40%
MC
102
Moors & Cabot
Massachusetts
$192K 12,284 +10 +0.1%
CI
103
CX Institutional
Indiana
$190K 12,166 +12,166 New
TI
104
tru Independence
Oregon
$186K 11,868 -177 -1%
BCI
105
Brinker Capital Investments
Pennsylvania
$184K 11,736 -1,818 -13%
OPS
106
Orion Portfolio Solutions
Nebraska
$184K 11,736 -1,818 -13%
WS
107
Wedbush Securities
California
$174K 11,125 +718 +7%
Chevy Chase Trust
108
Chevy Chase Trust
Maryland
$165K 10,527
WE
109
Wealth Effects
Massachusetts
$164K 10,500
FPWM
110
FSB Premier Wealth Management
Iowa
$164K 10,460 +10,460 New
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$160K 10,252 +10,252 New
GRP
112
Global Retirement Partners
California
$132K 8,425
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$101K 6,481 -16,198 -71%
NC
114
NewSquare Capital
Pennsylvania
$90.6K 5,790
PTC
115
Private Trust Company
Ohio
$85.4K 5,458 -4,581 -46%
WP
116
WealthPLAN Partners
Nebraska
$80K 5,118 +319 +7%
TF
117
TimeScale Financial
Massachusetts
$75.9K 4,856
CFGS
118
Concourse Financial Group Securities
Alabama
$75.7K 4,838 -1,902 -28%
AWM
119
Avior Wealth Management
Nebraska
$62.3K 3,984 -14,579 -79%
DWMG
120
DB Wealth Management Group
California
$56.1K 3,588
JAWM
121
J. Arnold Wealth Management
Ohio
$52.9K 3,384 +212 +7%
MIM
122
MTM Investment Management
South Carolina
$32K 2,044
AAP
123
Arax Advisory Partners
Colorado
$25K 1,601 +3 +0.2%
GTAM
124
Global Trust Asset Management
Florida
$23.6K 1,511
TFA
125
Transamerica Financial Advisors
Florida
$22K 1,353 -364 -21%