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First Trust Energy AlphaDEX Fund

189 hedge funds and large institutions have $1.61B invested in First Trust Energy AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 84 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+24
Holders Change %
+14.55%
% of All Funds
3.05%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
39
Increased
84
Reduced
56
Closed
13
Calls
$179K
Puts
Net Calls
+$179K
Net Calls Change
+$176K
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
151
Private Trust Company
Ohio
$195K +$185K +10,840 +1,932%
IAA
152
Independent Advisor Alliance
North Carolina
$183K -$10.1K -590 -5%
Chevy Chase Trust
153
Chevy Chase Trust
Maryland
$180K
WE
154
Wealth Effects
Massachusetts
$179K
FPWM
155
FSB Premier Wealth Management
Iowa
$177K -$137 -8 -0.1%
SPIA
156
Steward Partners Investment Advisory
New York
$170K -$24K -1,402 -12%
GRP
157
Global Retirement Partners
California
$164K +$3.16K +185 +2%
MCC
158
Money Concepts Capital
Florida
$163K -$9.16K -536 -5%
SWM
159
Spire Wealth Management
Virginia
$149K +$77.6K +4,536 +109%
CFD
160
Creative Financial Designs
Indiana
$82.8K +$45.7K +2,673 +123%
JAWM
161
J. Arnold Wealth Management
Ohio
$76.1K -$147K -8,619 -66%
AA
162
AlphaMark Advisors
Kentucky
$62K +$62K +3,600 New
DWMG
163
DB Wealth Management Group
California
$61.3K +$14.9K +870 +32%
JPMorgan Chase & Co
164
JPMorgan Chase & Co
New York
$57K +$55.3K +3,249 +3,217%
William Blair & Company
165
William Blair & Company
Illinois
$43.1K +$35.9K +2,100 +501%
MIM
166
MTM Investment Management
South Carolina
$34.9K -$11K -646 -24%
GTAM
167
Global Trust Asset Management
Florida
$32.7K -$22.4K -1,310 -41%
BAM
168
Belpointe Asset Management
Nevada
$30K +$30K +1,757 New
USCWA
169
U.S. Capital Wealth Advisors
Texas
$29.2K +$29.2K +1,706 New
AAP
170
Arax Advisory Partners
Colorado
$27.2K +$4.84K +283 +22%
AP
171
Atwood & Palmer
Missouri
$23.9K
TAM
172
Tucker Asset Management
Colorado
$22.5K +$1.21K +71 +6%
AWM
173
Accel Wealth Management
Iowa
$22.2K +$1.97K +115 +10%
NFSG
174
Newbridge Financial Services Group
Florida
$21.3K
TWM
175
Tradition Wealth Management
Minnesota
$14K