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First Trust Energy AlphaDEX Fund

84 hedge funds and large institutions have $291M invested in First Trust Energy AlphaDEX Fund in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 20 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
-4
Holders Change %
-4.55%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
38
Reduced
20
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citigroup
51
Citigroup
New York
$321K -$22.4K -1,280 -7%
RCAG
52
Rehmann Capital Advisory Group
Michigan
$279K +$910 +52 +0.3%
WP
53
WealthShield Partners
North Carolina
$277K +$268K +15,343 +3,020%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$245K +$81K +4,638 +49%
NA
55
NewEdge Advisors
Louisiana
$225K +$225K +12,876 New
HFS
56
HL Financial Services
Kentucky
$202K +$202K +11,566 New
SCA
57
Snowden Capital Advisors
New York
$186K +$6.93K +396 +4%
DLHL
58
Donald L. Hagan LLC
Florida
$185K +$185K +10,549 New
Deutsche Bank
59
Deutsche Bank
Germany
$147K +$147K +8,424 New
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$122K
IA
61
IFP Advisors
Florida
$111K +$35 +2 +0%
CDIA
62
Capital Directions Investment Advisors
Georgia
$107K +$107K +6,105 New
ASN
63
Advisory Services Network
Georgia
$80K -$3.61K -207 -4%
CWA
64
Clarus Wealth Advisors
Arizona
$78K +$17.4K +1,000 +29%
WTC
65
WhitTier Trust Company
Nevada
$70K
CFGS
66
Concourse Financial Group Securities
Alabama
$69K +$69K +3,933 New
William Blair & Company
67
William Blair & Company
Illinois
$54K +$47K +2,682 +671%
SPIA
68
Steward Partners Investment Advisory
New York
$51K +$35 +2 +0.1%
NWM
69
Northwest Wealth Management
Iowa
$41K
AP
70
Advisors Preferred
Maryland
$24K +$24K +1,378 New
CWSR
71
Chessman Wealth Strategies RIA
Texas
$22K +$22K +1,239 New
RFM
72
Royal Fund Management
Florida
$19K +$6.26K +360 +49%
BA
73
Ballew Advisors
Mississippi
$13K
GWM
74
Geneos Wealth Management
Colorado
$13K +$16 +1 +0.1%
S
75
SignatureFD
Georgia
$12K -$3.01K -166 -20%