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First Trust Energy AlphaDEX Fund

98 hedge funds and large institutions have $207M invested in First Trust Energy AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 7

147% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 15

134% more capital invested

Capital invested by funds: $88.7M → $207M (+$119M)

32% more funds holding

Funds holding: 7498 (+24)

5.5% more ownership

Funds ownership: 63.53%69.02% (+5.5%)

Holders
98
Holders Change
+24
Holders Change %
+32.43%
% of All Funds
1.72%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
33
Increased
37
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$22.8M +$2.9M +302,485 +15%
Wells Fargo
2
Wells Fargo
California
$19.6M +$1.27M +132,196 +7%
UBS Group
3
UBS Group
Switzerland
$19.4M +$3.27M +341,673 +22%
RJA
4
Raymond James & Associates
Florida
$13.3M +$7.83M +816,778 +164%
LPL Financial
5
LPL Financial
California
$10.7M +$4.11M +429,144 +68%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$10.7M +$3.07M +320,781 +43%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$10.4M +$7.49M +781,458 +324%
Bank of America
8
Bank of America
North Carolina
$8.71M +$5.3M +553,322 +180%
NA
9
Navellier & Associates
Nevada
$7.13M +$6.75M +704,601 New
IA
10
IFP Advisors
Florida
$6.7M +$6.3M +657,285 +13,146%
FEM
11
Fulcrum Equity Management
Texas
$6.01M +$5.69M +593,455 New
CA
12
Crumly & Associates
Illinois
$5.62M +$2.24M +233,718 +73%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$5.33M +$3.98M +415,736 +374%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$3.99M -$3.28M -342,175 -46%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$3.94M +$3.06M +319,309 +455%
SMF
16
Sterling Manor Financial
New York
$3.87M +$1.13M +118,433 +45%
Goldman Sachs
17
Goldman Sachs
New York
$3.54M +$960K +100,150 +40%
VCM
18
Virtue Capital Management
Tennessee
$3.52M +$3.33M +347,977 New
SI
19
Stephens Inc
Arkansas
$3.39M -$211K -22,072 -6%
CAG
20
Csenge Advisory Group
Florida
$3.38M +$3.29M +343,439 New
BFEC
21
Benjamin F. Edwards & Company
Missouri
$3.17M +$3M +313,051 +150,505%
SAM
22
Synergy Asset Management
Washington
$2.87M +$2.72M +283,495 New
CFG
23
CMC Financial Group
Georgia
$2.67M +$2.53M +263,908 New
SWP
24
Stratos Wealth Partners
Ohio
$2.43M +$2.15M +224,334 +1,426%
HighTower Advisors
25
HighTower Advisors
Illinois
$1.84M +$1.52M +158,416 +686%