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First Trust Energy AlphaDEX Fund

150 hedge funds and large institutions have $427M invested in First Trust Energy AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 56 reducing their positions, and 26 closing their positions.

Holders
150
Holders Change
-3
Holders Change %
-1.96%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
49
Reduced
56
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RFA
126
Register Financial Advisors
Georgia
$30.5K 1,829 +1,829 New
AAP
127
Arax Advisory Partners
Colorado
$26.8K 1,606 +3 +0.2%
TFGT
128
TS Financial Group (TSFG)
Illinois
$19K 1,144
CAM
129
Creekmur Asset Management
Illinois
$18.1K 1,087 +1,087 New
DFA
130
DHJJ Financial Advisors
Illinois
$14.3K 855
TWM
131
Tradition Wealth Management
Minnesota
$13K 800
William Blair & Company
132
William Blair & Company
Illinois
$12.4K 745
Fidelity Investments
133
Fidelity Investments
Massachusetts
$12.1K 726 +276 +61%
PS
134
Principal Securities
Iowa
$11.7K 699 +699 New
FWM
135
Focused Wealth Management
New York
$11.1K 667 +1 +0.2%
IPW
136
Impact Partnership Wealth
Georgia
$10.8K 650
TAM
137
Tucker Asset Management
Colorado
$8.7K 521 +206 +65%
GTAM
138
Global Trust Asset Management
Florida
$6.75K 405 -1,106 -73%
TFA
139
Transamerica Financial Advisors
Florida
$6K 304 -711 -70%
CIAS
140
Capital Investment Advisory Services
North Carolina
$5.96K 357
SWM
141
Spire Wealth Management
Virginia
$5.73K 363 -600 -62%
AI
142
Arvest Investments
Arkansas
$5.61K 336 +336 New
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$4.52K 271
US Bancorp
144
US Bancorp
Minnesota
$2.45K 147
ASN
145
Advisory Services Network
Georgia
$2.09K 125 +125 New
AWM
146
Avior Wealth Management
Nebraska
$1.92K 115 -3,102 -96%
WWM
147
Wagner Wealth Management
South Carolina
$1.9K 114 +8 +8%
HGERS
148
Householder Group Estate & Retirement Specialist
Arizona
$1K 60 +60 New
GWANC
149
Guardian Wealth Advisors (North Carolina)
North Carolina
$501 30
ACA
150
Aptus Capital Advisors
Alabama
$501 30