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First Trust Energy AlphaDEX Fund

78 hedge funds and large institutions have $99.2M invested in First Trust Energy AlphaDEX Fund in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
-1
Holders Change %
-1.27%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
16
Increased
23
Reduced
25
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Manulife (Manufacturers Life Insurance)
51
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$69K +$37.1K +2,585 +117%
AA
52
Advisory Alpha
Michigan
$67K -$30.2K -1,824 -31%
SFM
53
Signet Financial Management
New Jersey
$57K +$57K +3,989 New
WTC
54
WhitTier Trust Company
Nevada
$57K +$57K +4,000 New
RFWA
55
RPg Family Wealth Advisory
Massachusetts
$46.7K -$6.96K -484 -13%
NWM
56
Northwest Wealth Management
Iowa
$34K +$34K +2,329 New
SPIA
57
Steward Partners Investment Advisory
New York
$31K -$70 -5 -0.2%
GWM
58
Geneos Wealth Management
Colorado
$25K +$14.9K +1,063 +147%
Parallax Volatility Advisers
59
Parallax Volatility Advisers
California
$21K +$21K +1,480 +148,000%
SEI Investments
60
SEI Investments
Pennsylvania
$20K
BA
61
Ballew Advisors
Mississippi
$13K +$13K +903 New
RFM
62
Royal Fund Management
Florida
$11K -$6.98K -528 -39%
APA
63
American Portfolios Advisors
New York
$9.07K
FCMT
64
Founders Capital Management (Texas)
Texas
$9K
TFA
65
Transamerica Financial Advisors
Florida
$8K -$1.85K -121 -19%
WP
66
WealthShield Partners
North Carolina
$7K
NC
67
NewSquare Capital
Pennsylvania
$6K
William Blair & Company
68
William Blair & Company
Illinois
$6K +$6K +400 New
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$5K
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$5K
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$4K -$800 -55 -17%
ASN
72
Advisory Services Network
Georgia
$4K
MOS
73
MGO One Seven
Ohio
$2K -$6.8K -585 -77%
FGC
74
Financial Gravity Companies
Texas
$2K +$2K +143 New
FGAM
75
Financial Gravity Asset Management
Texas
$2K +$2K +143 New