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First Trust Energy AlphaDEX Fund

145 hedge funds and large institutions have $417M invested in First Trust Energy AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 67 reducing their positions, and 21 closing their positions.

Holders
145
Holders Change
-5
Holders Change %
-3.33%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
44
Reduced
67
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GRP
101
Global Retirement Partners
California
$210K 11,191 +113 +1%
BFWM
102
Bright Futures Wealth Management
New York
$199K 10,925 +10,925 New
SOS
103
Silver Oak Securities
Tennessee
$197K 10,537 -239 -2%
WE
104
Wealth Effects
Massachusetts
$197K 10,500
PG
105
Prostatis Group
Maryland
$193K 10,328 -368,006 -97%
CA
106
Calton & Associates
Florida
$190K 10,121 +21 +0.2%
DBRC
107
D.B. Root & Company
Pennsylvania
$188K 10,011 +10,011 New
VF
108
VitalStone Financial
Texas
$124K 6,630 -8,427 -56%
NC
109
NewSquare Capital
Pennsylvania
$100K 5,350
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$91K 4,844 +352 +8%
CA
111
CoreCap Advisors
Michigan
$79K 4,219 +4,219 New
CFD
112
Creative Financial Designs
Indiana
$66.6K 3,557 -23,012 -87%
SWC
113
Spectrum Wealth Counsel
Indiana
$61.7K 3,293 +3,293 New
CFGS
114
Concourse Financial Group Securities
Alabama
$54.1K 2,889 +187 +7%
AssetMark Inc
115
AssetMark Inc
California
$52.4K 2,795 +305 +12%
SS
116
Sunbelt Securities
Texas
$51.7K 2,759
MA
117
MCF Advisors
Kentucky
$46.8K 2,500
Fidelity Investments
118
Fidelity Investments
Massachusetts
$38.6K 2,061 +1,335 +184%
MIM
119
MTM Investment Management
South Carolina
$38.3K 2,044
PTC
120
Private Trust Company
Ohio
$37.6K 2,008 -424 -17%
AAP
121
Arax Advisory Partners
Colorado
$30.1K 1,608 +2 +0.1%
RFA
122
Register Financial Advisors
Georgia
$23.4K 1,250 -579 -32%
PB
123
Pinnacle Bancorp
Nebraska
$20.6K 1,100 +1,100 New
PS
124
Principal Securities
Iowa
$17.2K 919 +220 +31%
HT
125
Headlands Technologies
Illinois
$14.9K 796 +796 New