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First Trust Energy AlphaDEX Fund

125 hedge funds and large institutions have $236M invested in First Trust Energy AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 33 increasing their positions, 48 reducing their positions, and 16 closing their positions.

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
1.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
33
Reduced
48
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$43.6M 2,667,827 -233,906 -8%
Wells Fargo
2
Wells Fargo
California
$33.6M 2,055,761 -48,007 -2%
LPL Financial
3
LPL Financial
California
$29.3M 1,790,772 -468,528 -21%
UBS Group
4
UBS Group
Switzerland
$16M 976,636 -15,908 -2%
Raymond James Financial
5
Raymond James Financial
Florida
$11.6M 711,683 +711,683 New
Bank of America
6
Bank of America
North Carolina
$9.64M 590,174 +27,737 +5%
AC
7
Avestar Capital
New York
$5.92M 362,115 +20,722 +6%
PWA
8
PCG Wealth Advisors
Kansas
$5.24M 320,815 +30,500 +11%
VAS
9
Vestmark Advisory Solutions
Massachusetts
$5.14M 314,373 +2,616 +0.8%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.12M 313,528 -4,796 -2%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$4.54M 277,756 +32,184 +13%
CA
12
Crumly & Associates
Illinois
$3.75M 229,609 -27,980 -11%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.53M 215,747 +1,454 +0.7%
BNP Paribas Financial Markets
14
BNP Paribas Financial Markets
France
$3.29M 201,265 -46,735 -19%
DADC
15
D.A. Davidson & Co
Montana
$3.11M 190,316 -9,912 -5%
Citadel Advisors
16
Citadel Advisors
Florida
$3.11M 190,284 +43,117 +29%
IAA
17
Independent Advisor Alliance
North Carolina
$2.99M 182,778 +182,778 New
Osaic Holdings
18
Osaic Holdings
Arizona
$2.69M 164,592 +35,372 +27%
HighTower Advisors
19
HighTower Advisors
Illinois
$2.61M 159,496 -3,023 -2%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$2.39M 146,393 -11,075 -7%
TC
21
TAP Consulting
Missouri
$2.25M 137,939 +2,328 +2%
SWP
22
Stratos Wealth Partners
Ohio
$2.05M 125,681 +28,529 +29%
Goldman Sachs
23
Goldman Sachs
New York
$1.68M 102,618 +2,056 +2%
PAG
24
Private Advisor Group
New Jersey
$1.67M 102,203 -24,230 -19%
Jane Street
25
Jane Street
New York
$1.66M 101,318 +101,318 New