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First Trust Energy AlphaDEX Fund

91 hedge funds and large institutions have $1.26B invested in First Trust Energy AlphaDEX Fund in 2016 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 19

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

15% more capital invested

Capital invested by funds: $1.1B → $1.26B (+$161M)

11% more funds holding

Funds holding: 8291 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

109.87% less ownership

Funds ownership: 192.57%82.7% (-110%)

Holders
91
Holders Change
+9
Holders Change %
+10.98%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
43
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
76
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$54K +$54.1K +3,630 New
PFBT
77
Parkside Financial Bank & Trust
Missouri
$43K
NFG
78
Next Financial Group
Texas
$38K
SFG
79
SevenBridge Financial Group
Pennsylvania
$22K +$22.4K +1,500 New
FANJ
80
Financial Architects (New Jersey)
New Jersey
$21K +$20.7K +1,390 New
IWMPD
81
Integrated Wealth Management (Palm Desert)
California
$18K +$2.24K +150 +14%
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$15K +$8.78K +589 +147%
WI
83
Wintrust Investments
Illinois
$12K +$612K +41,082 New
JFGIW
84
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10K
ASN
85
Advisory Services Network
Georgia
$9K +$5.61K +376 +166%
GWM
86
Geneos Wealth Management
Colorado
$8K -$14.5K -974 -65%
SEI Investments
87
SEI Investments
Pennsylvania
$8K +$5.32K +357 +214%
WEC
88
Winslow Evans & Crocker
Massachusetts
$5.96K
CFA
89
CT Financial Advisors
Pennsylvania
$5.14K +$5.14K +345 New
FHC
90
First Heartland Consultants
Missouri
$335 +$97K +6,508 +41%
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
-$4.83M -341,847 Closed
AIG
92
American International Group
New York
-$2.52M -178,494 Closed
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
-$836K -59,187 Closed
AGM
94
Alpine Global Management
New York
-$339K -24,000 Closed
HF
95
HRT Financial
New York
-$251K -17,820 Closed
Verition Fund Management
96
Verition Fund Management
Connecticut
-$202K -14,300 Closed
TRCT
97
Tower Research Capital (TRC)
New York
-$94K -6,652 Closed
ST
98
Spot Trading
Illinois
-$34K -2,376 Closed
BC
99
Bartlett & Co
Ohio
-$6K -425 Closed
Creative Planning
100
Creative Planning
Kansas
-$1K -42 Closed