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First Trust Energy AlphaDEX Fund

121 hedge funds and large institutions have $253M invested in First Trust Energy AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 61 reducing their positions, and 22 closing their positions.

Holders
121
Holders Change
-12
Holders Change %
-9.02%
% of All Funds
1.75%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
26
Reduced
61
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FTUS
126
Flow Traders U.S.
New York
-75,818 Closed
BRWA
127
B. Riley Wealth Advisors
Florida
-43,638 Closed
Jane Street
128
Jane Street
New York
-41,288 Closed
OFS
129
OneAscent Financial Services
Alabama
-36,927 Closed
WEG
130
World Equity Group
Illinois
-27,974 Closed
NA
131
Navellier & Associates
Nevada
-25,621 Closed
BCP
132
Blackhawk Capital Partners
Wisconsin
-17,624 Closed
CIBC World Market
133
CIBC World Market
Ontario, Canada
-15,606 Closed
GIA
134
Gladstone Institutional Advisory
Florida
-14,677 Closed
Rockefeller Capital Management
135
Rockefeller Capital Management
New York
-13,729 Closed
PFA
136
Pinnacle Family Advisors
Missouri
-12,467 Closed
CAC
137
Certified Advisory Corp
Florida
-12,403 Closed
AI
138
Atria Investments
North Carolina
-10,676 Closed
HAS
139
HBW Advisory Services
California
-10,366 Closed
Envestnet Portfolio Solutions
140
Envestnet Portfolio Solutions
Illinois
-10,324 Closed
NC
141
NewSquare Capital
Pennsylvania
-5,350 Closed
OSAM
142
O'Shaughnessy Asset Management
Connecticut
-3,000 Closed
ATPW
143
Ashton Thomas Private Wealth
Arizona
-2,972 Closed
SWC
144
Spectrum Wealth Counsel
Indiana
-2,592 Closed
CAM
145
Creekmur Asset Management
Illinois
-981 Closed