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First Trust Energy AlphaDEX Fund

190 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, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 13

47% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 57

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

17% more capital invested

Capital invested by funds: $1.37B → $1.61B (+$237M)

14% more funds holding

Funds holding: 166190 (+24)

0.42% more ownership

Funds ownership: 83.36%83.77% (+0.42%)

Holders
190
Holders Change
+24
Holders Change %
+14.46%
% 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
57
Closed
13
Calls
$179K
Puts
Net Calls
+$179K
Net Calls Change
+$176K
Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
151
Walkner Condon Financial Advisors
Wisconsin
$197K +$207K +11,545 New
PTC
152
Private Trust Company
Ohio
$195K +$194K +10,840 +1,932%
IAA
153
Independent Advisor Alliance
North Carolina
$183K -$10.6K -590 -5%
Chevy Chase Trust
154
Chevy Chase Trust
Maryland
$180K
WE
155
Wealth Effects
Massachusetts
$179K
FPWM
156
FSB Premier Wealth Management
Iowa
$177K -$143 -8 -0.1%
SPIA
157
Steward Partners Investment Advisory
New York
$170K -$25.1K -1,402 -12%
GRP
158
Global Retirement Partners
California
$164K +$3.32K +185 +2%
MCC
159
Money Concepts Capital
Florida
$163K -$9.61K -536 -5%
SWM
160
Spire Wealth Management
Virginia
$149K +$81.4K +4,536 +109%
CFD
161
Creative Financial Designs
Indiana
$82.8K +$47.9K +2,673 +123%
JAWM
162
J. Arnold Wealth Management
Ohio
$76.1K -$155K -8,619 -66%
AA
163
AlphaMark Advisors
Kentucky
$62K +$64.6K +3,600 New
DWMG
164
DB Wealth Management Group
California
$61.3K +$15.6K +870 +32%
JP Morgan Chase
165
JP Morgan Chase
New York
$57K +$58.3K +3,249 +3,217%
William Blair & Company
166
William Blair & Company
Illinois
$43K +$37.7K +2,100 +501%
MIM
167
MTM Investment Management
South Carolina
$34.9K -$11.6K -646 -24%
GTAM
168
Global Trust Asset Management
Florida
$32.7K -$23.5K -1,310 -41%
BAM
169
Belpointe Asset Management
Nevada
$30K +$31.5K +1,757 New
USCWA
170
U.S. Capital Wealth Advisors
Texas
$29.2K +$30.6K +1,706 New
AAP
171
Arax Advisory Partners
Colorado
$27.2K +$5.08K +283 +22%
AP
172
Atwood & Palmer
Missouri
$23.9K
TAM
173
Tucker Asset Management
Colorado
$22.5K +$1.27K +71 +6%
AWM
174
Accel Wealth Management
Iowa
$22.2K +$2.06K +115 +10%
NFSG
175
Newbridge Financial Services Group
Florida
$21.3K