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First Trust Energy AlphaDEX Fund

148 hedge funds and large institutions have $337M invested in First Trust Energy AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 73 reducing their positions, and 35 closing their positions.

Holders
148
Holders Change
-17
Holders Change %
-10.3%
% of All Funds
2.33%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
20
Increased
33
Reduced
73
Closed
35
Calls
Puts
$982K
Net Calls
-$982K
Net Calls Change
-$990K
Name Market Value Shares Shares
Change
Shares
Change %
FWA
151
FOCUS Wealth Advisors
Texas
-282,983 Closed
IWC
152
Integrated Wealth Concepts
Massachusetts
-223,318 Closed
Mariner
153
Mariner
Kansas
-152,905 Closed
VAS
154
Vestmark Advisory Solutions
Massachusetts
-134,638 Closed
WWA
155
WCG Wealth Advisors
Nevada
-117,312 Closed
VWA
156
Visionary Wealth Advisors
Illinois
-54,132 Closed
Millennium Management
157
Millennium Management
New York
-41,905 Closed
AWM
158
Apollon Wealth Management
South Carolina
-38,560 Closed
Susquehanna International Group
159
Susquehanna International Group
Pennsylvania
-38,179 Closed
FTUS
160
Flow Traders U.S.
New York
-35,839 Closed
OWA
161
Outlook Wealth Advisors
Texas
-35,823 Closed
PFA
162
Pinnacle Family Advisors
Missouri
-32,439 Closed
WI
163
Wintrust Investments
Illinois
-28,597 Closed
DBRC
164
D.B. Root & Company
Pennsylvania
-26,492 Closed
Jane Street
165
Jane Street
New York
-24,107 Closed
BIM
166
Bullseye Investment Management
Ohio
-23,911 Closed
OBWG
167
Onyx Bridge Wealth Group
New York
-22,858 Closed
WCM
168
WealthBridge Capital Management
Ohio
-22,316 Closed
IWM
169
Iams Wealth Management
Nebraska
-21,884 Closed
SEA
170
Stegent Equity Advisors
Texas
-18,634 Closed
NW
171
NewEdge Wealth
Pennsylvania
-16,965 Closed
WCFA
172
Walkner Condon Financial Advisors
Wisconsin
-14,984 Closed
PMG
173
ProVise Management Group
Florida
-14,240 Closed
PPWM
174
Paragon Private Wealth Management
Kentucky
-11,467 Closed
OFS
175
OneAscent Financial Services
Alabama
-11,289 Closed