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First Trust Energy AlphaDEX Fund

190 hedge funds and large institutions have $1.61B invested in First Trust Energy AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 84 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 13

47% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 57

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

17% more capital invested

Capital invested by funds: $1.37B → $1.61B (+$237M)

14% more funds holding

Funds holding: 166190 (+24)

0.42% more ownership

Funds ownership: 83.36%83.77% (+0.42%)

Holders
190
Holders Change
+24
Holders Change %
+14.46%
% of All Funds
3.05%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
39
Increased
84
Reduced
57
Closed
13
Calls
$179K
Puts
Net Calls
+$179K
Net Calls Change
+$176K
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
126
Bullseye Investment Management
Ohio
$366K -$50.3K -2,806 -12%
LFAS
127
Level Four Advisory Services
Texas
$364K -$141K -7,862 -27%
SFS
128
Sowell Financial Services
Arkansas
$363K +$381K +21,262 New
FHC
129
First Heartland Consultants
Missouri
$354K +$371K +20,711 New
JIP
130
Jaffetilchin Investment Partners
Florida
$341K -$104K -5,803 -23%
KDA
131
Kraft Davis & Associates
Missouri
$328K +$349K +19,465 New
SWP
132
Stratos Wealth Partners
Ohio
$322K +$338K +18,870 New
KA
133
Kovack Advisors
Florida
$322K +$60.2K +3,358 +22%
CFGS
134
Concourse Financial Group Securities
Alabama
$315K +$2.35K +131 +0.7%
HF
135
HRT Financial
New York
$292K +$307K +17,136 New
EA
136
Ergawealth Advisors
Illinois
$290K +$305K +16,986 New
OBWG
137
Onyx Bridge Wealth Group
New York
$285K -$783K -43,630 -72%
SCFS
138
S.C. Financial Services
Arizona
$254K +$267K +14,863 New
OFS
139
OneAscent Financial Services
Alabama
$253K +$265K +14,778 New
PMG
140
ProVise Management Group
Florida
$243K +$48.4K +2,700 +23%
PWM
141
Prosperity Wealth Management
California
$236K +$248K +13,834 New
IAS
142
Insigneo Advisory Services
Florida
$234K +$246K +13,700 New
PA
143
PFG Advisors
Arizona
$232K -$19K -1,061 -7%
TFGT
144
TS Financial Group (TSFG)
Illinois
$220K -$9.45K -527 -4%
Fisher Asset Management
145
Fisher Asset Management
Washington
$211K -$2.94K -164 -1%
MC
146
Moors & Cabot
Massachusetts
$209K +$197 +11 +0.1%
BEI
147
Benjamin Edwards Inc
Missouri
$209K +$93.1K +5,191 +74%
TI
148
tru Independence
Oregon
$209K -$789 -44 -0.4%
TCOO
149
Trust Company of Oklahoma
Oklahoma
$207K +$217K +12,126 New
GSIAS
150
Garden State Investment Advisory Services
New Jersey
$201K +$211K +11,780 New