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First Trust Energy AlphaDEX Fund

145 hedge funds and large institutions have $417M invested in First Trust Energy AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 67 reducing their positions, and 21 closing their positions.

Holders
145
Holders Change
-5
Holders Change %
-3.33%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
44
Reduced
67
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$63M 3,362,975 -3,990,657 -54%
Wells Fargo
2
Wells Fargo
California
$49.5M 2,645,196 -210,614 -7%
LPL Financial
3
LPL Financial
California
$43.5M 2,323,237 +80,117 +4%
UBS Group
4
UBS Group
Switzerland
$32.6M 1,739,193 -154,734 -8%
GAA
5
Global Assets Advisory
Florida
$23.6M 446,020 +422,371 +1,786%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$15.4M 824,598 +361,503 +78%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$14.7M 787,095 +273,476 +53%
Bank of America
8
Bank of America
North Carolina
$14.4M 767,460 -78,360 -9%
CA
9
Crumly & Associates
Illinois
$10.9M 579,454 -3,608 -0.6%
RJA
10
Raymond James & Associates
Florida
$8.65M 462,045 -147,652 -24%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$7.86M 419,680 +15,029 +4%
AC
12
Avestar Capital
New York
$6.54M 349,276 +78,268 +29%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$6.04M 322,368 +289,969 +895%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$5.87M 313,330 -73,858 -19%
Bank of Nova Scotia
15
Bank of Nova Scotia
Ontario, Canada
$5.68M 303,100 +303,100 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$5.49M 292,920 +112,317 +62%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$5.33M 284,431 -61,642 -18%
Citadel Advisors
18
Citadel Advisors
Florida
$5.05M 269,731 -124,215 -32%
TWM
19
Trinity Wealth Management
Pennsylvania
$4.39M 234,444 +33,651 +17%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$4.38M 233,812 -13,900 -6%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$3.82M 204,115 +90,472 +80%
KAS
22
Kestra Advisory Services
Texas
$3.82M 203,830 +7,094 +4%
DADC
23
D.A. Davidson & Co
Montana
$3.77M 201,488 -1,597 -0.8%
PWA
24
PCG Wealth Advisors
Kansas
$3.59M 191,578 +5,296 +3%
Osaic Holdings
25
Osaic Holdings
Arizona
$3.51M 187,376 -84,259 -31%