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First Trust Energy AlphaDEX Fund

164 hedge funds and large institutions have $1.29B invested in First Trust Energy AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 69 reducing their positions, and 6 closing their positions.

Holders
164
Holders Change
+18
Holders Change %
+12.33%
% of All Funds
2.77%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
25
Increased
61
Reduced
69
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TI
126
tru Independence
Oregon
$180K 12,206 +362 +3%
SPIA
127
Steward Partners Investment Advisory
New York
$175K 11,857 +1,849 +18%
BEI
128
Benjamin Edwards Inc
Missouri
$174K 11,763 +928 +9%
HFS
129
Howard Financial Services
Texas
$159K 10,777 +16 +0.1%
WE
130
Wealth Effects
Massachusetts
$155K 10,500
Chevy Chase Trust
131
Chevy Chase Trust
Maryland
$155K 10,527 +10,527 New
GWM
132
Geneos Wealth Management
Colorado
$152K 10,224 -1,294 -11%
BBP
133
Banco BTG Pactual
Brazil
$149K 10,079 +10,079 New
FIA
134
Foundations Investment Advisors
Arizona
$146K 10,373 +10,373 New
GRP
135
Global Retirement Partners
California
$121K 8,179 -1 -0%
VVP
136
Venture Visionary Partners
Ohio
$82.6K 5,595 +5,595 New
TCWM
137
Total Clarity Wealth Management
Illinois
$66K 4,460 +4,460 New
MIM
138
MTM Investment Management
South Carolina
$40K 2,690
MCC
139
Money Concepts Capital
Florida
$39K 2,652 -3,093 -54%
CIAS
140
Capital Investment Advisory Services
North Carolina
$37K 2,476 -512 -17%
CAL
141
Capital Analysts LLC
Pennsylvania
$36K 2,450 +250 +11%
CFD
142
Creative Financial Designs
Indiana
$32K 2,171 +275 +15%
PTC
143
Private Trust Company
Ohio
$26K 1,762 +1,762 New
DWMG
144
DB Wealth Management Group
California
$23K 1,533 +1,533 New
AP
145
Atwood & Palmer
Missouri
$21K 1,400
AAP
146
Arax Advisory Partners
Colorado
$19K 1,304 +839 +180%
NFSG
147
Newbridge Financial Services Group
Florida
$15K 1,000 +1,000 New
TAM
148
Tucker Asset Management
Colorado
$12.6K 857 -497 -37%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$12K 792 -1,350 -63%
TWM
150
Tradition Wealth Management
Minnesota
$12K 800