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First Trust Energy AlphaDEX Fund

59 hedge funds and large institutions have $478M invested in First Trust Energy AlphaDEX Fund in 2015 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 7 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 7

308% more capital invested

Capital invested by funds: $117M → $478M (+$361M)

141.32% more ownership

Funds ownership: 39.29%180.62% (+141%)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

0% more funds holding

Funds holding: 5959 (0)

Holders
59
Holders Change
Holders Change %
0%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
17
Increased
31
Reduced
7
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ICOA
26
Investment Centers of America
North Dakota
$676K +$669K +32,052 New
FAM
27
Formidable Asset Management
Ohio
$566K +$511K +24,450 +4,041%
Ameriprise
28
Ameriprise
Minnesota
$535K +$122K +5,851 +30%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$473K +$11.2K +535 +2%
CA
30
Cetera Advisors
Colorado
$456K -$64.8K -3,102 -13%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$436K +$426K +20,396 +7,390%
FA
32
FDx Advisors
Illinois
$396K +$393K +18,800 New
AIG
33
American International Group
New York
$392K -$99.8K -4,778 -20%
HFS
34
HL Financial Services
Kentucky
$358K +$9.02K +432 +3%
MAA
35
Managed Account Advisors
New Jersey
$328K +$325K +15,559 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$300K +$82.6K +3,953 +39%
PFS
37
Prospera Financial Services
Texas
$251K +$249K +11,917 New
CAN
38
Cetera Advisor Networks
California
$224K +$221K +10,558 New
DADC
39
D.A. Davidson & Co
Montana
$216K +$35.1K +1,680 +20%
NFG
40
Next Financial Group
Texas
$198K +$68.2K +3,264 +53%
SIG
41
Stanford Investment Group
California
$164K +$162K +7,750 New
MFS
42
MSI Financial Services
Massachusetts
$152K +$35.5K +1,702 +31%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$151K +$47.8K +2,290 +47%
Citigroup
44
Citigroup
New York
$142K +$139K +6,640 +9,486%
BFEC
45
Benjamin F. Edwards & Company
Missouri
$126K +$34.3K +1,643 +38%
RPG
46
Risk Paradigm Group
Texas
$49.7K +$49.2K +2,356 New
TFA
47
Transamerica Financial Advisors
Florida
$33K +$32.4K +1,550 New
WA
48
WFG Advisors
Texas
$32K +$9.98K +478 +47%
JFGIW
49
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32K +$31.5K +1,510 New
IWMPD
50
Integrated Wealth Management (Palm Desert)
California
$20K +$19.8K +950 New