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First Trust Energy AlphaDEX Fund

146 hedge funds and large institutions have $1.35B invested in First Trust Energy AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 32 reducing their positions, and 18 closing their positions.

Holders
146
Holders Change
+13
Holders Change %
+9.77%
% of All Funds
2.31%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
33
Increased
68
Reduced
32
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$608M 38,149,596 +38,149,596 New
Wells Fargo
2
Wells Fargo
California
$124M 7,793,991 +3,550,120 +84%
Morgan Stanley
3
Morgan Stanley
New York
$108M 6,808,274 +3,305,102 +94%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$47.5M 2,983,724 +2,460,257 +470%
UBS Group
5
UBS Group
Switzerland
$37.5M 2,353,447 +702,942 +43%
LPL Financial
6
LPL Financial
California
$36.6M 2,295,249 +824,813 +56%
Bank of America
7
Bank of America
North Carolina
$30.3M 1,902,045 +800,204 +73%
RJA
8
Raymond James & Associates
Florida
$22.6M 1,418,460 +212,611 +18%
NC
9
NewSquare Capital
Pennsylvania
$18.3M 1,149,118 +1,149,118 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$16.2M 1,018,931 +241,337 +31%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$15.5M 970,463 +309,001 +47%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$14.5M 907,981 +508,767 +127%
ODG
13
O'Dell Group
Ohio
$14.3M 897,505 +893,203 +20,763%
DADC
14
D.A. Davidson & Co
Montana
$13.9M 872,042 +847,336 +3,430%
NA
15
NewEdge Advisors
Louisiana
$13M 815,614 +769,780 +1,679%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$12.5M 786,270 +603,301 +330%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$11.1M 698,902 +410,395 +142%
CA
18
Crumly & Associates
Illinois
$10.8M 676,974 -67,128 -9%
ASN
19
Advisory Services Network
Georgia
$9.2M 577,747 +577,747 New
Osaic Holdings
20
Osaic Holdings
Arizona
$8.67M 547,378 +261,347 +91%
Stifel Financial
21
Stifel Financial
Missouri
$7.77M 487,912 +21,034 +5%
VCM
22
Virtue Capital Management
Tennessee
$7.72M 484,449 -24,006 -5%
GLA
23
Good Life Advisors
Pennsylvania
$7.57M 475,085 +475,085 New
SMF
24
Sterling Manor Financial
New York
$7.34M 460,745 +460,745 New
SG
25
StoneX Group
New York
$7.21M 452,539 +431,995 +2,103%