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First Trust Energy AlphaDEX Fund

78 hedge funds and large institutions have $140M invested in First Trust Energy AlphaDEX Fund in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 51 reducing their positions, and 28 closing their positions.

Holders
78
Holders Change
-23
Holders Change %
-22.77%
% of All Funds
1.95%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
16
Reduced
51
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FAM
51
Formidable Asset Management
Ohio
$138K 10,380 -300 -3%
Citigroup
52
Citigroup
New York
$116K 8,717 +3,550 +69%
IA
53
IFP Advisors
Florida
$102K 7,693 -8,311 -52%
CDIA
54
Capital Directions Investment Advisors
Georgia
$87K 6,505
RFWA
55
RPg Family Wealth Advisory
Massachusetts
$50.1K 3,763 -1,731 -32%
NFG
56
Next Financial Group
Texas
$30K 2,235 -1,005 -31%
SEI Investments
57
SEI Investments
Pennsylvania
$27K 2,000 +2,000 New
DADC
58
D.A. Davidson & Co
Montana
$25K 1,945 -510 -21%
FHA
59
First Horizon Advisors
Tennessee
$24K 1,850 -8,116 -81%
NA
60
NewEdge Advisors
Louisiana
$18.4K 1,398 +1,398 New
SAM
61
Shamrock Asset Management
Texas
$18K 1,317 -945 -42%
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$16K 1,186 -6,113 -84%
GWM
63
Geneos Wealth Management
Colorado
$13K 1,016 -3,815 -79%
TFA
64
Transamerica Financial Advisors
Florida
$9K 658 -486 -42%
RFM
65
Royal Fund Management
Florida
$9K 733
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$8K 637 -325 -34%
FCMT
67
Founders Capital Management (Texas)
Texas
$8K 610
SPIA
68
Steward Partners Investment Advisory
New York
$6K 484 -36 -7%
WEC
69
Winslow Evans & Crocker
Massachusetts
$5.32K 400
ASN
70
Advisory Services Network
Georgia
$5K 375 -32 -8%
Creative Planning
71
Creative Planning
Kansas
$4K 268 -972 -78%
ACM
72
Aviance Capital Management
Florida
$4K 305 +305 New
MWM
73
MinichMacGregor Wealth Management
New York
$3K 282 -1,057 -79%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3K 229 +71 +45%
GI
75
Gradient Investments
Minnesota
$3K 250 +250 New