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First Trust Energy AlphaDEX Fund

102 hedge funds and large institutions have $260M invested in First Trust Energy AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 25 reducing their positions, and 12 closing their positions.

Holders
102
Holders Change
+4
Holders Change %
+4.08%
% of All Funds
1.78%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
17
Increased
48
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$35.8M 3,134,985 +878,481 +39%
Wells Fargo
2
Wells Fargo
California
$25.6M 2,245,868 +307,657 +16%
UBS Group
3
UBS Group
Switzerland
$21.1M 1,852,873 -63,293 -3%
RJA
4
Raymond James & Associates
Florida
$15.2M 1,336,346 +20,700 +2%
LPL Financial
5
LPL Financial
California
$14.4M 1,261,414 +199,488 +19%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$13.1M 1,148,370 +87,971 +8%
Bank of America
7
Bank of America
North Carolina
$11.4M 998,790 +138,237 +16%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$11.1M 971,573 -51,246 -5%
RWA
9
Redhawk Wealth Advisors
Minnesota
$9.63M 843,742 +843,742 New
NA
10
Navellier & Associates
Nevada
$8.09M 708,949 +4,348 +0.6%
CA
11
Crumly & Associates
Illinois
$7.66M 671,397 +116,344 +21%
FEM
12
Fulcrum Equity Management
Texas
$6.16M 540,038 -53,417 -9%
VCM
13
Virtue Capital Management
Tennessee
$5.81M 509,217 +161,240 +46%
FMP
14
Financial Management Professionals
Texas
$5.8M 508,043 +508,043 New
SMF
15
Sterling Manor Financial
New York
$5.63M 493,288 +110,515 +29%
SL
16
Savior LLC
Massachusetts
$4.7M 411,635 +257,923 +168%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$4.63M 405,736 +11,069 +3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$4.48M 392,173 -134,703 -26%
CAG
19
Csenge Advisory Group
Florida
$3.92M 336,912 -6,527 -2%
SI
20
Stephens Inc
Arkansas
$3.72M 326,331 -9,053 -3%
FEG
21
Financial Enhancement Group
Indiana
$3.69M 323,340 +293,749 +993%
HighTower Advisors
22
HighTower Advisors
Illinois
$3.49M 305,848 +124,355 +69%
BFEC
23
Benjamin F. Edwards & Company
Missouri
$3.05M 267,336 -45,923 -15%
SWP
24
Stratos Wealth Partners
Ohio
$2.98M 261,311 +21,247 +9%
Osaic Holdings
25
Osaic Holdings
Arizona
$2.01M 176,512 +43,003 +32%