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First Trust Energy AlphaDEX Fund

164 hedge funds and large institutions have $1.29B invested in First Trust Energy AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 69 reducing their positions, and 6 closing their positions.

Holders
164
Holders Change
+18
Holders Change %
+12.33%
% of All Funds
2.77%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
25
Increased
61
Reduced
69
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$556M 37,692,795 -456,801 -1%
Wells Fargo
2
Wells Fargo
California
$119M 8,068,505 +274,514 +4%
Morgan Stanley
3
Morgan Stanley
New York
$99.6M 6,747,513 -60,761 -0.9%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$43M 2,910,466 -73,258 -2%
UBS Group
5
UBS Group
Switzerland
$35.9M 2,435,088 +81,641 +3%
LPL Financial
6
LPL Financial
California
$33.4M 2,260,127 -35,122 -2%
Bank of America
7
Bank of America
North Carolina
$32.6M 2,207,505 +305,460 +16%
RJA
8
Raymond James & Associates
Florida
$26.2M 1,772,499 +354,039 +25%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$16.9M 1,142,348 +171,885 +18%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$16.1M 1,089,718 +181,737 +20%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$14.5M 982,393 -36,538 -4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$13.7M 928,541 +142,271 +18%
ODG
13
O'Dell Group
Ohio
$13.6M 918,390 +20,885 +2%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$13.5M 915,910 +217,008 +31%
DADC
15
D.A. Davidson & Co
Montana
$12.1M 822,320 -49,722 -6%
NA
16
NewEdge Advisors
Louisiana
$11.6M 788,957 -26,657 -3%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$9.86M 668,063 +659,573 +7,769%
GLA
18
Good Life Advisors
Pennsylvania
$9.83M 666,282 +191,197 +40%
VCM
19
Virtue Capital Management
Tennessee
$9.59M 649,371 +164,922 +34%
ASN
20
Advisory Services Network
Georgia
$9.32M 631,718 +53,971 +9%
PAG
21
Private Advisor Group
New Jersey
$8.52M 577,101 +497,421 +624%
NC
22
NewSquare Capital
Pennsylvania
$7.9M 535,113 -614,005 -53%
Osaic Holdings
23
Osaic Holdings
Arizona
$7.83M 530,520 -16,858 -3%
Stifel Financial
24
Stifel Financial
Missouri
$7.78M 527,060 +39,148 +8%
WWA
25
WCG Wealth Advisors
Nevada
$7.72M 522,898 +522,898 New