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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
TWM
176
Tradition Wealth Management
Minnesota
$14K
PAG
177
Private Advisor Group
New Jersey
$14K +$3.57M +199,207 +32%
Fidelity Investments
178
Fidelity Investments
Massachusetts
$13.4K -$10.3K -573 -42%
VF
179
VitalStone Financial
Texas
$12K +$13.1K +730 New
FWM
180
Focused Wealth Management
New York
$11.3K +$54 +3 +0.5%
CG
181
Cutler Group
California
$10K +$10.8K +600 New
FGAM
182
Financial Gravity Asset Management
Texas
$6.52K +$305 +17 New
CIAS
183
Capital Investment Advisory Services
North Carolina
$6.1K +$1.79K +100 +39%
SIS
184
Sound Income Strategies
Florida
$6.03K +$6.33K +353 New
CAL
185
Capital Analysts LLC
Pennsylvania
$4K -$46.6K -2,600 -91%
WWMSC
186
Wagner Wealth Management (South Carolina)
South Carolina
$2.87K -$2.74K -153 -48%
US Bancorp
187
US Bancorp
Minnesota
$2.51K
ACA
188
Aptus Capital Advisors
Alabama
$513
GWANC
189
Guardian Wealth Advisors (North Carolina)
North Carolina
$513
WIM
190
Westside Investment Management
California
$15
BCM
191
Brookstone Capital Management
Illinois
-$1.21M -71,104 Closed
Jane Street
192
Jane Street
New York
-$1.1M -70,725 Closed
BCM
193
Barometer Capital Management
Ontario, Canada
-$941K -60,300 Closed
ARC
194
Advisor Resource Council
Texas
-$819K -52,455 Closed
ETIA
195
Epic Trust Investment Advisors
Washington
-$552K -35,354 Closed
FHA
196
Flagship Harbor Advisors
Massachusetts
-$464K -29,716 Closed
FEM
197
Fulcrum Equity Management
Texas
-$287K -18,369 Closed
FTUS
198
Flow Traders U.S.
New York
-$219K -14,052 Closed
FIA
199
Foundations Investment Advisors
Arizona
-$172K -11,021 Closed
HFS
200
Howard Financial Services
Texas
-$169K -10,818 Closed