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First Trust Energy AlphaDEX Fund

165 hedge funds and large institutions have $1.29B invested in First Trust Energy AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 69 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

12% more funds holding

Funds holding: 147165 (+18)

0.46% more ownership

Funds ownership: 82.72%83.19% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

5% less capital invested

Capital invested by funds: $1.36B → $1.29B (-$64.3M)

10% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 69

Holders
165
Holders Change
+18
Holders Change %
+12.24%
% of All Funds
2.78%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
25
Increased
62
Reduced
69
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
151
Tradition Wealth Management
Minnesota
$12K
FWM
152
Focused Wealth Management
New York
$10K +$49 +3 +0.5%
SPWG
153
Sage Private Wealth Group
Illinois
$10K +$97 +6 +0.9%
AF
154
Advisornet Financial
Minnesota
$9K +$32 +2 +0.3%
APA
155
American Portfolios Advisors
New York
$6.76K -$6.96K -429 -48%
William Blair & Company
156
William Blair & Company
Illinois
$6K
WWMSC
157
Wagner Wealth Management (South Carolina)
South Carolina
$4K +$16 +1 +0.4%
US Bancorp
158
US Bancorp
Minnesota
$4K +$1.98K +122 +83%
CG
159
Cutler Group
California
$4K +$4.87K +300 New
TFS
160
TrustCore Financial Services
Tennessee
$2K
WIM
161
Westside Investment Management
California
$13 +$14.9K +920 New
JP Morgan Chase
162
JP Morgan Chase
New York
-$2.44M -150,206 -100%
CIBC World Market
163
CIBC World Market
Ontario, Canada
-$643K -40,347 Closed
HIS
164
Harvest Investment Services
Illinois
-$403K -25,299 Closed
AWM
165
Accel Wealth Management
Iowa
-$52K -3,252 Closed
Koshinski Asset Management
166
Koshinski Asset Management
Illinois
-$40.8K -2,564 Closed
CAPTRUST Financial Advisors
167
CAPTRUST Financial Advisors
North Carolina
-$37K -2,320 Closed
LAS
168
Lloyd Advisory Services
Georgia
-$4K -261 Closed
Citigroup
169
Citigroup
New York
+$114 +7 New
GWANC
170
Guardian Wealth Advisors (North Carolina)
North Carolina
+$487 +30 New