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First Trust Energy AlphaDEX Fund

148 hedge funds and large institutions have $337M invested in First Trust Energy AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 73 reducing their positions, and 35 closing their positions.

Holders
148
Holders Change
-17
Holders Change %
-10.3%
% of All Funds
2.33%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
20
Increased
33
Reduced
73
Closed
35
Calls
Puts
$982K
Net Calls
-$982K
Net Calls Change
-$990K
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$53.9M 3,444,676 -267,098 -7%
Morgan Stanley
2
Morgan Stanley
New York
$47.6M 3,046,105 -763,604 -20%
LPL Financial
3
LPL Financial
California
$31.4M 2,009,838 -973,533 -33%
UBS Group
4
UBS Group
Switzerland
$29.8M 1,905,514 -156,402 -8%
Bank of America
5
Bank of America
North Carolina
$15.3M 980,322 -68,942 -7%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$11.6M 744,151 -239,891 -24%
RJA
7
Raymond James & Associates
Florida
$9.84M 629,098 -418,783 -40%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$9.41M 601,470 -13,423 -2%
Osaic Holdings
9
Osaic Holdings
Arizona
$7.59M 484,969 -327,760 -40%
CA
10
Crumly & Associates
Illinois
$6.91M 441,861 +6,573 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$6.04M 385,906 -326,053 -46%
IAIM
12
International Assets Investment Management
Florida
$5.98M 118,167 +118,167 New
AC
13
Avestar Capital
New York
$4.82M 308,244 +308,244 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.8M 306,875 -30,655 -9%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$4.3M 275,106 -32,522 -11%
Stifel Financial
16
Stifel Financial
Missouri
$4.28M 273,880 +19,911 +8%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.86M 246,695 -313,831 -56%
HighTower Advisors
18
HighTower Advisors
Illinois
$3.75M 239,614 -7,676 -3%
Citadel Advisors
19
Citadel Advisors
Florida
$3.26M 208,248 +93,838 +82%
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$3.13M 200,305 +200,305 New
KAS
21
Kestra Advisory Services
Texas
$3.07M 196,463 +3,539 +2%
PFG
22
Prosperity Financial Group
California
$2.93M 187,440 -93 -0%
TWM
23
Trinity Wealth Management
Pennsylvania
$2.45M 156,445 +11,306 +8%
CAS
24
Coppell Advisory Solutions
Texas
$2.39M 154,177 +133,402 +642%
TRCT
25
Tower Research Capital (TRC)
New York
$2.36M 151,168 +18,294 +14%