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First Trust Energy AlphaDEX Fund

101 hedge funds and large institutions have $306M invested in First Trust Energy AlphaDEX Fund in 2017 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 21 increasing their positions, 54 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
-10
Holders Change %
-9.01%
% of All Funds
2.52%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
20
Increased
21
Reduced
54
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RWM
51
RKL Wealth Management
Pennsylvania
$343K +$343K +22,810 New
PFS
52
Prospera Financial Services
Texas
$331K -$369K -24,558 -53%
ICOA
53
Investment Centers of America
North Dakota
$328K +$17.3K +1,136 +6%
SG
54
StoneX Group
New York
$326K -$26.3K -1,591 -7%
NPC
55
National Planning Corporation
California
$317K +$123K +8,132 +64%
FAAS
56
First Allied Advisory Services
California
$303K -$209K -13,865 -41%
AI
57
Atria Investments
North Carolina
$297K +$21.8K +1,444 +8%
CC
58
Cedar Capital
Illinois
$272K +$17.3K +1,142 +7%
HFS
59
HL Financial Services
Kentucky
$267K -$7.12M -472,324 -96%
NA
60
Navellier & Associates
Nevada
$264K +$264K +17,523 New
KA
61
Kovack Advisors
Florida
$247K -$215K -14,294 -47%
IA
62
IFP Advisors
Florida
$241K -$80K -5,312 -25%
RCAG
63
Rehmann Capital Advisory Group
Michigan
$240K
SPC
64
Sigma Planning Corp
Michigan
$220K -$727K -48,229 -77%
SFI
65
SPC Financial Inc
Maryland
$208K -$906K -60,006 -81%
GA
66
Gateway Advisory
New Jersey
$206K +$206K +14,400 New
SWP
67
Stratos Wealth Partners
Ohio
$197K -$214K -14,219 -52%
IWM
68
IHT Wealth Management
Illinois
$185K -$669K -18,647 -78%
WS
69
Wedbush Securities
California
$167K -$22.5K -1,500 -12%
CIBC World Market
70
CIBC World Market
Ontario, Canada
$160K +$160K +10,631 New
FAM
71
Formidable Asset Management
Ohio
$153K -$5.73K -400 -4%
FA
72
Fortis Advisors
Pennsylvania
$151K
FHA
73
First Horizon Advisors
Tennessee
$148K +$148K +9,966 New
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$110K -$5.3M -351,382 -98%
CDIA
75
Capital Directions Investment Advisors
Georgia
$98K +$98K +6,505 New