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First Trust Energy AlphaDEX Fund

165 hedge funds and large institutions have $1.37B invested in First Trust Energy AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 69 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+1
Holders Change %
+0.61%
% of All Funds
2.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
19
Increased
69
Reduced
61
Closed
17
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Shares
Change %
TI
126
tru Independence
Oregon
$191K +$686 +44 +0.4%
PMG
127
ProVise Management Group
Florida
$180K -$78K -5,000 -30%
IAA
128
Independent Advisor Alliance
North Carolina
$177K -$1.08M -69,378 -86%
SPIA
129
Steward Partners Investment Advisory
New York
$177K -$7.7K -494 -4%
GRP
130
Global Retirement Partners
California
$176K +$23K +1,227 +15%
FIA
131
Foundations Investment Advisors
Arizona
$172K +$10.1K +648 +6%
HFS
132
Howard Financial Services
Texas
$169K +$641 +41 +0.4%
Chevy Chase Trust
133
Chevy Chase Trust
Maryland
$164K
WE
134
Wealth Effects
Massachusetts
$164K
FPWM
135
FSB Premier Wealth Management
Iowa
$161K +$161K +10,352 New
MCC
136
Money Concepts Capital
Florida
$157K +$116K +7,395 +279%
BEI
137
Benjamin Edwards Inc
Missouri
$110K -$73.5K -4,711 -40%
SWM
138
Spire Wealth Management
Virginia
$65K -$217K -13,912 -77%
GTAM
139
Global Trust Asset Management
Florida
$50K -$258K -16,661 -84%
CAL
140
Capital Analysts LLC
Pennsylvania
$44K +$6.18K +400 +16%
MIM
141
MTM Investment Management
South Carolina
$42K
DWMG
142
DB Wealth Management Group
California
$42K +$18.3K +1,185 +77%
CFD
143
Creative Financial Designs
Indiana
$34K
TAM
144
Tucker Asset Management
Colorado
$23.4K +$7.38K +395 +46%
AP
145
Atwood & Palmer
Missouri
$22K
Fidelity Investments
146
Fidelity Investments
Massachusetts
$21K +$8.75K +566 +71%
AAP
147
Arax Advisory Partners
Colorado
$20K +$46 +3 +0.2%
AWM
148
Accel Wealth Management
Iowa
$20K +$20K +1,183 New
NFSG
149
Newbridge Financial Services Group
Florida
$19K +$3.79K +249 +25%
TWM
150
Tradition Wealth Management
Minnesota
$12K