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First Trust Energy AlphaDEX Fund

153 hedge funds and large institutions have $416M invested in First Trust Energy AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 57 reducing their positions, and 20 closing their positions.

Holders
153
Holders Change
+5
Holders Change %
+3.38%
% of All Funds
2.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
45
Reduced
57
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$73.8M 4,235,341 +1,189,236 +39%
Wells Fargo
2
Wells Fargo
California
$58.6M 3,366,189 -78,487 -2%
LPL Financial
3
LPL Financial
California
$39.2M 2,247,863 +238,025 +12%
UBS Group
4
UBS Group
Switzerland
$31.6M 1,814,976 -90,538 -5%
Bank of America
5
Bank of America
North Carolina
$16.6M 950,446 -29,876 -3%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$13.8M 792,524 +48,373 +7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$13.3M 763,193 +377,287 +98%
RJA
8
Raymond James & Associates
Florida
$9.97M 572,372 -56,726 -9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$9.66M 554,370 -47,100 -8%
DADC
10
D.A. Davidson & Co
Montana
$9.26M 531,694 +513,976 +2,901%
CA
11
Crumly & Associates
Illinois
$9.05M 519,401 +77,540 +18%
VAS
12
Vestmark Advisory Solutions
Massachusetts
$6.62M 379,866 +379,866 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$6.52M 374,009 +67,134 +22%
Osaic Holdings
14
Osaic Holdings
Arizona
$6.49M 372,313 -112,656 -23%
Truist Financial
15
Truist Financial
North Carolina
$5.69M 326,413 +277,599 +569%
Stifel Financial
16
Stifel Financial
Missouri
$5.08M 291,490 +17,610 +6%
AC
17
Avestar Capital
New York
$4.79M 274,907 -33,337 -11%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$4.58M 262,884 -12,222 -4%
NA
19
NewEdge Advisors
Louisiana
$4.02M 230,829 +148,932 +182%
HighTower Advisors
20
HighTower Advisors
Illinois
$3.97M 228,397 -11,217 -5%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$3.51M 201,595 -45,100 -18%
NA
22
Navellier & Associates
Nevada
$3.51M 201,592 +201,592 New
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$3.5M 201,000 +695 +0.3%
KAS
24
Kestra Advisory Services
Texas
$3.35M 192,416 -4,047 -2%
IPW
25
IronBridge Private Wealth
Texas
$3.3M 189,592 +189,592 New