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First Trust Energy AlphaDEX Fund

148 hedge funds and large institutions have $337M invested in First Trust Energy AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 73 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-17
Holders Change %
-10.3%
% of All Funds
2.33%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
20
Increased
33
Reduced
73
Closed
35
Calls
Puts
$982K
Net Calls
-$982K
Net Calls Change
-$990K
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
126
AssetMark Inc
California
$20.9K +$20.9K +1,338 New
TFGT
127
TS Financial Group (TSFG)
Illinois
$18K +$111 +7 +0.6%
SWM
128
Spire Wealth Management
Virginia
$15.1K
WIM
129
Westside Investment Management
California
$14.4K
FHA
130
First Horizon Advisors
Tennessee
$14K +$14K +894 New
TWM
131
Tradition Wealth Management
Minnesota
$13K
William Blair & Company
132
William Blair & Company
Illinois
$11.7K +$11.7K +745 New
LC
133
Lindbrook Capital
California
$11.6K
Qube Research & Technologies (QRT)
134
Qube Research & Technologies (QRT)
United Kingdom
$11.1K +$11.1K +154 New
VF
135
VitalStone Financial
Texas
$11K +$11K +730 New
FWM
136
Focused Wealth Management
New York
$10.4K +$31 +2 +0.3%
TAM
137
Tucker Asset Management
Colorado
$7.7K -$16K -1,020 -67%
Fidelity Investments
138
Fidelity Investments
Massachusetts
$7.43K -$33.1K -2,115 -82%
CIAS
139
Capital Investment Advisory Services
North Carolina
$5.58K
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$4.24K
BEI
141
Benjamin Edwards Inc
Missouri
$4K -$34 -2 -0.8%
US Bancorp
142
US Bancorp
Minnesota
$2.3K
WWM
143
Wagner Wealth Management
South Carolina
$1.71K -$985 -63 -37%
JPMorgan Chase & Co
144
JPMorgan Chase & Co
New York
$1.56K -$37.1K -2,375 -96%
SIS
145
Sound Income Strategies
Florida
$1.25K +$1.25K +80 New
ACA
146
Aptus Capital Advisors
Alabama
$469
GWANC
147
Guardian Wealth Advisors (North Carolina)
North Carolina
$469
FGAM
148
Financial Gravity Asset Management
Texas
$17 +$17 +1,100 New
GLA
149
Good Life Advisors
Pennsylvania
-$10.9M -702,825 Closed
VCM
150
Virtue Capital Management
Tennessee
-$9.54M -631,580 Closed