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First Trust Energy AlphaDEX Fund

79 hedge funds and large institutions have $112M invested in First Trust Energy AlphaDEX Fund in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+11
Holders Change %
+16.18%
% of All Funds
1.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
23
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$176K -$73.4K -4,750 -29%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$158K
IA
53
IFP Advisors
Florida
$104K -$7.47K -481 -7%
CDIA
54
Capital Directions Investment Advisors
Georgia
$101K
AA
55
Advisory Alpha
Michigan
$89K +$89K +5,871 New
RFWA
56
RPg Family Wealth Advisory
Massachusetts
$57.8K -$13.5K -869 -19%
SPIA
57
Steward Partners Investment Advisory
New York
$34K +$15.4K +1,002 +83%
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34K +$31.5K +2,056 +1,269%
SEI Investments
59
SEI Investments
Pennsylvania
$22K +$22K +1,405 New
RFM
60
Royal Fund Management
Florida
$21K +$9.68K +627 +86%
MWM
61
MinichMacGregor Wealth Management
New York
$13K +$7.68K +500 +145%
MOS
62
MGO One Seven
Ohio
$12K +$12K +757 New
GWM
63
Geneos Wealth Management
Colorado
$11K -$6.05K -398 -35%
TFA
64
Transamerica Financial Advisors
Florida
$10K -$202 -13 -2%
APA
65
American Portfolios Advisors
New York
$9.77K +$9.77K +631 New
FCMT
66
Founders Capital Management (Texas)
Texas
$9K
WP
67
WealthShield Partners
North Carolina
$8K +$8K +508 New
W
68
WealthShield
North Carolina
$8K +$8K +508 New
NC
69
NewSquare Capital
Pennsylvania
$7K +$3.3K +206 +89%
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$6K -$4.11K -259 -41%
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$5K
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$5K
ASN
73
Advisory Services Network
Georgia
$5K +$3.37K +207 +207%
CA
74
Calton & Associates
Florida
$3K +$3K +230 New
ACM
75
Aviance Capital Management
Florida
$2K