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First Trust Energy AlphaDEX Fund

88 hedge funds and large institutions have $235M invested in First Trust Energy AlphaDEX Fund in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+10
Holders Change %
+12.82%
% of All Funds
2.02%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
21
Increased
31
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citigroup
51
Citigroup
New York
$332K +$67.9K +4,012 +26%
SWP
52
Stratos Wealth Partners
Ohio
$318K +$16.3K +966 +5%
CC
53
Cedar Capital
Illinois
$280K +$25.9K +1,532 +10%
RCAG
54
Rehmann Capital Advisory Group
Michigan
$269K
SG
55
StoneX Group
New York
$255K +$255K +15,089 New
PAG
56
Private Advisor Group
New Jersey
$193K -$62.7K -3,746 -25%
SCA
57
Snowden Capital Advisors
New York
$173K -$6.45K -381 -4%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$160K +$9.85K +578 +7%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$118K
IA
60
IFP Advisors
Florida
$107K -$6.22K -368 -5%
ASN
61
Advisory Services Network
Georgia
$82K +$76.8K +4,490 +1,463%
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$81K
FHA
63
Flagship Harbor Advisors
Massachusetts
$81K +$81K +4,800 New
WTC
64
WhitTier Trust Company
Nevada
$68K
SFM
65
Signet Financial Management
New Jersey
$68K +$541 +32 +0.8%
CWA
66
Clarus Wealth Advisors
Arizona
$50K +$50K +3,478 New
SPIA
67
Steward Partners Investment Advisory
New York
$49K +$11.8K +701 +32%
NWM
68
Northwest Wealth Management
Iowa
$39K
AA
69
Advisory Alpha
Michigan
$31K -$37.4K -2,212 -55%
SEI Investments
70
SEI Investments
Pennsylvania
$24K
WT
71
Washington Trust
Rhode Island
$20K +$20K +1,174 New
APA
72
American Portfolios Advisors
New York
$17.8K +$7.09K +419 +66%
BA
73
Ballew Advisors
Mississippi
$15K
S
74
SignatureFD
Georgia
$14K +$14K +828 New
GWM
75
Geneos Wealth Management
Colorado
$13K -$16.5K -999 -56%