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First Trust Energy AlphaDEX Fund

46 hedge funds and large institutions have $563M invested in First Trust Energy AlphaDEX Fund in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+8
Holders Change %
+21.05%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
10
Increased
25
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VKH
26
Virtu KCG Holdings
New York
$576K +$576K +21,979 New
PFS
27
Prospera Financial Services
Texas
$549K +$189K +7,214 +53%
SAM
28
Shamrock Asset Management
Texas
$463K +$149K +5,697 +48%
NA
29
Navellier & Associates
Nevada
$323K +$70.9K +2,704 +28%
TH
30
Timber Hill
Connecticut
$259K -$176K -6,723 -40%
RIA
31
Regal Investment Advisors
Michigan
$249K +$249K +9,500 New
First Trust Advisors
32
First Trust Advisors
Illinois
$248K -$68.5K -2,608 -22%
WEC
33
Winslow Evans & Crocker
Massachusetts
$217K +$85K +3,244 +65%
AIG
34
American International Group
New York
$213K +$19.3K +735 +10%
AI
35
Atria Investments
North Carolina
$211K +$211K +8,037 New
DADC
36
D.A. Davidson & Co
Montana
$65K +$53.2K +2,035 +452%
US Bancorp
37
US Bancorp
Minnesota
$49K +$38.2K +1,471 +353%
NES
38
New England Securities
New York
$38K -$2.7K -103 -7%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$25K
MFS
40
MSI Financial Services
Massachusetts
$10K
FAM
41
Formidable Asset Management
Ohio
$5K
WA
42
WFG Advisors
Texas
$3K
MAS
43
Madden Advisory Services
Florida
$3K +$3K +120 New
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3K +122 New
HR
45
Howe & Rusling
New York
$2K +$2K +85 New
Citigroup
46
Citigroup
New York
$1K
ASN
47
Advisory Services Network
Georgia
-$27K -1,060 Closed
KIG
48
Kessler Investment Group
Indiana
-$2K -94 Closed