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First Trust Energy AlphaDEX Fund

126 hedge funds and large institutions have $237M invested in First Trust Energy AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 33 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

4% more funds holding

Funds holding: 121126 (+5)

6% less capital invested

Capital invested by funds: $253M → $237M (-$16.3M)

21.96% less ownership

Funds ownership: 83.45%61.49% (-22%)

31% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 48

Holders
126
Holders Change
+5
Holders Change %
+4.13%
% of All Funds
1.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
33
Reduced
48
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFC
101
Mechanics Financial Corp
Ohio
$16.4K
RFA
102
Register Financial Advisors
Georgia
$16.3K
Fidelity Investments
103
Fidelity Investments
Massachusetts
$16K -$2.18K -130 -12%
VWM
104
Vermillion Wealth Management
Minnesota
$15.5K +$15.9K +948 New
DFA
105
DHJJ Financial Advisors
Illinois
$13K
William Blair & Company
106
William Blair & Company
Illinois
$12.2K
FFA
107
Farther Finance Advisors
California
$10.6K
BTI
108
Blue Trust Inc
Georgia
$9.86K +$10.1K +603 New
CFGS
109
Concourse Financial Group Securities
Alabama
$8.83K -$206K -12,263 -96%
GTAM
110
Global Trust Asset Management
Florida
$6.61K
SWM
111
Spire Wealth Management
Virginia
$4.53K
CIAS
112
Capital Investment Advisory Services
North Carolina
$3.31K -$2.52K -150 -43%
TSMHT
113
Thurston Springer Miller Herd & Titak
Indiana
$3.27K +$3.36K +200 New
AI
114
Arvest Investments
Arkansas
$2.55K -$1.71K -102 -40%
US Bancorp
115
US Bancorp
Minnesota
$2.4K
TFA
116
Transamerica Financial Advisors
Florida
$2K
TAM
117
Tucker Asset Management
Colorado
$1.65K
Qube Research & Technologies (QRT)
118
Qube Research & Technologies (QRT)
United Kingdom
$1.54K -$3.48K -207 -69%
WWMSC
119
Wagner Wealth Management (South Carolina)
South Carolina
$1.3K
KWM
120
Kiker Wealth Management
Georgia
$1.27K +$1.31K +78 New
EWA
121
EverSource Wealth Advisors
Alabama
$915 +$941 +56 New
GWANC
122
Guardian Wealth Advisors (North Carolina)
North Carolina
$490
NS
123
NBC Securities
Alabama
$345 -$447K -26,631 -100%
SS
124
SBI Securities
Japan
$163 +$168 +10 New
SAM
125
Synergy Asset Management
Washington
$65 +$67 +4 New