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First Trust Energy AlphaDEX Fund

153 hedge funds and large institutions have $416M invested in First Trust Energy AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+5
Holders Change %
+3.38%
% of All Funds
2.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
45
Reduced
57
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFGS
126
Concourse Financial Group Securities
Alabama
$46.9K -$37.3K -2,143 -44%
MIM
127
MTM Investment Management
South Carolina
$35.6K
AssetMark Inc
128
AssetMark Inc
California
$28.2K +$4.93K +283 +21%
AAP
129
Arax Advisory Partners
Colorado
$27.9K +$35 +2 +0.1%
GTAM
130
Global Trust Asset Management
Florida
$26.3K
TFGT
131
TS Financial Group (TSFG)
Illinois
$20K +$70 +4 +0.4%
TFA
132
Transamerica Financial Advisors
Florida
$18K -$5.99K -338 -25%
SWM
133
Spire Wealth Management
Virginia
$16.8K
FHA
134
First Horizon Advisors
Tennessee
$15.6K
DFA
135
DHJJ Financial Advisors
Illinois
$14.9K +$14.9K +855 New
TWM
136
Tradition Wealth Management
Minnesota
$14K
William Blair & Company
137
William Blair & Company
Illinois
$13K
FWM
138
Focused Wealth Management
New York
$11.6K -$35 -2 -0.3%
IPW
139
Impact Partnership Wealth
Georgia
$11.3K +$11.3K +650 New
Fidelity Investments
140
Fidelity Investments
Massachusetts
$7.84K -$436 -25 -5%
ANBT
141
American National Bank & Trust
Texas
$7.42K +$7.42K +426 New
PCM
142
Penserra Capital Management
California
$7K +$7K +411 New
CIAS
143
Capital Investment Advisory Services
North Carolina
$6.22K
LF
144
Lee Financial
Texas
$5.82K +$5.82K +334 New
TAM
145
Tucker Asset Management
Colorado
$5.49K -$3.08K -177 -36%
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$4.72K
BEI
147
Benjamin Edwards Inc
Missouri
$4K -$621 -32 -13%
CG
148
Cutler Group
California
$3K +$3K +200 New
US Bancorp
149
US Bancorp
Minnesota
$2.56K
WWM
150
Wagner Wealth Management
South Carolina
$1.85K -$52 -3 -3%