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First Trust Energy AlphaDEX Fund

73 hedge funds and large institutions have $96.2M invested in First Trust Energy AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 35 reducing their positions, and 21 closing their positions.

Holders
73
Holders Change
-11
Holders Change %
-13.1%
% of All Funds
1.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
15
Reduced
35
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RFWA
26
RPg Family Wealth Advisory
Massachusetts
$411K 31,762 +31,762 New
Stifel Financial
27
Stifel Financial
Missouri
$402K 31,277 -7,855 -20%
CBFP
28
Cedar Brook Financial Partners
Ohio
$386K 29,817 -300 -1%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$321K 24,839 -22,448 -47%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$300K 23,106 +4,993 +28%
DADC
31
D.A. Davidson & Co
Montana
$295K 22,798 -1,582 -6%
SAM
32
SignalPoint Asset Management
Missouri
$252K 27,233 -975 -3%
MML Investors Services
33
MML Investors Services
Massachusetts
$245K 18,948 -22,089 -54%
RIA
34
Regal Investment Advisors
Michigan
$238K 18,417 +26 +0.1%
KWM
35
Kingsview Wealth Management
Oregon
$200K 15,506 -1,820 -11%
TSS
36
Two Sigma Securities
New York
$194K 14,976 -110,133 -88%
ACM
37
AlphaStar Capital Management
North Carolina
$181K 14,011 +14,011 New
HighTower Advisors
38
HighTower Advisors
Illinois
$173K 13,263 +1,981 +18%
Citigroup
39
Citigroup
New York
$172K 13,301 -4,692 -26%
BTS
40
BB&T Securities
Virginia
$156K 12,081 +1,815 +18%
NA
41
NewEdge Advisors
Louisiana
$156K 12,060 +12,060 New
PAG
42
Private Advisor Group
New Jersey
$150K 11,576 -1,155 -9%
SI
43
Stephens Inc
Arkansas
$148K 11,453
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$132K 10,175 +10,175 New
CFGS
45
Concourse Financial Group Securities
Alabama
$123K 9,579 -267 -3%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$102K 7,856 -3,240 -29%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$91K 7,000
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$68K 5,916 +5,916 New
CWA
49
Clarus Wealth Advisors
Arizona
$63K 4,856 +378 +8%
WTC
50
WhitTier Trust Company
Nevada
$52K 4,000