We are live on ! Find out more
FXN icon

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
First Trust Advisors
1
First Trust Advisors
Illinois
$710M +$37M +2,064,574 +5%
Wells Fargo
2
Wells Fargo
California
$135M +$11.8M +656,729 +9%
Morgan Stanley
3
Morgan Stanley
New York
$125M +$10.7M +594,581 +9%
LPL Financial
4
LPL Financial
California
$60.1M +$21.5M +1,200,191 +52%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$47.9M +$1.95M +108,835 +4%
UBS Group
6
UBS Group
Switzerland
$40.9M +$2.86M +159,229 +7%
RJA
7
Raymond James & Associates
Florida
$35.3M +$3.91M +218,019 +12%
Bank of America
8
Bank of America
North Carolina
$27.9M -$842K -46,920 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$23.2M +$6.26M +349,126 +35%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$22.9M +$2.45M +136,466 +11%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$19.7M -$129K -7,200 -0.6%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$18.4M +$2.39M +133,151 +14%
ODG
13
O'Dell Group
Ohio
$17.1M +$371K +20,667 +2%
VCM
14
Virtue Capital Management
Tennessee
$15.8M +$313K +17,477 +2%
AWM
15
AE Wealth Management
Kansas
$14.7M +$13.6M +755,929 +723%
DADC
16
D.A. Davidson & Co
Montana
$13.8M -$168K -9,352 -1%
Osaic Holdings
17
Osaic Holdings
Arizona
$13.1M +$3.69M +205,533 +37%
BFEC
18
Benjamin F. Edwards & Company
Missouri
$11.8M -$3.13M -174,643 -20%
GLA
19
Good Life Advisors
Pennsylvania
$11.5M +$140K +7,804 +1%
ASN
20
Advisory Services Network
Georgia
$9.27M +$247K +13,777 +3%
WWA
21
WCG Wealth Advisors
Nevada
$9.24M +$689K +38,409 +8%
SG
22
StoneX Group
New York
$8.91M +$374K +20,840 +4%
PFG
23
Prosperity Financial Group
California
$8.65M +$9.07M +505,931 New
Stifel Financial
24
Stifel Financial
Missouri
$7.3M +$3.57M +199,025 +87%
CWP
25
Cyndeo Wealth Partners
Florida
$7.25M +$7.61M +424,104 New