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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 %
PA
101
PFG Advisors
Arizona
$238K 13,677 +230 +2%
Fisher Asset Management
102
Fisher Asset Management
Washington
$229K 13,125 +736 +6%
Ameriprise
103
Ameriprise
Minnesota
$226K 12,988 +12,988 New
PFA
104
Pinnacle Family Advisors
Missouri
$225K 12,912 +12,912 New
CWP
105
Cyndeo Wealth Partners
Florida
$221K 12,691
Mariner
106
Mariner
Kansas
$221K 12,679 +12,679 New
HAS
107
HBW Advisory Services
California
$219K 12,580 +12,580 New
AR
108
Apeiron RIA
Texas
$215K 12,341
MC
109
Moors & Cabot
Massachusetts
$214K 12,291 +7 +0.1%
SCA
110
Snowden Capital Advisors
New York
$212K 12,177 -717 -6%
GIA
111
Gladstone Institutional Advisory
Florida
$210K 12,055 -1,059 -8%
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$199K 11,418 +1,166 +11%
Renaissance Technologies
113
Renaissance Technologies
New York
$185K 10,600 -22,600 -68%
WS
114
Wedbush Securities
California
$184K 10,538 -587 -5%
Chevy Chase Trust
115
Chevy Chase Trust
Maryland
$183K 10,527
WE
116
Wealth Effects
Massachusetts
$183K 10,500
AWM
117
Apollon Wealth Management
South Carolina
$178K 10,203 +10,203 New
GRP
118
Global Retirement Partners
California
$138K 8,431 +6 +0.1%
NC
119
NewSquare Capital
Pennsylvania
$101K 5,790
PTC
120
Private Trust Company
Ohio
$95.1K 5,458
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$69K 3,968 -2,513 -39%
GWM
122
Geneos Wealth Management
Colorado
$64.4K 3,695 -17,151 -82%
DWMG
123
DB Wealth Management Group
California
$62.7K 3,598 +10 +0.3%
AWM
124
Avior Wealth Management
Nebraska
$56K 3,217 -767 -19%
SS
125
Sunbelt Securities
Texas
$48.1K 2,759 -15,230 -85%