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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 %
VIA
76
Vantage Investment Advisors
Pennsylvania
$12K
PCG
77
Private Capital Group
Connecticut
$12K +$12K +741 New
TFA
78
Transamerica Financial Advisors
Florida
$10K -$58 -3 -0.6%
NC
79
NewSquare Capital
Pennsylvania
$8K
APA
80
American Portfolios Advisors
New York
$7.88K -$10.5K -600 -57%
GRP
81
Global Retirement Partners
California
$3K
FGAM
82
Financial Gravity Asset Management
Texas
$2K
LF
83
Lee Financial
Texas
$2K +$2K +131 New
BCI
84
Brinker Capital Investments
Pennsylvania
-$6.17M -365,000 Closed
PCM
85
Penserra Capital Management
California
-$4.87M -288,188 Closed
AWA
86
Arete Wealth Advisors
Illinois
-$4.37M -258,102 Closed
SB
87
Suntrust Banks
Georgia
-$2.95M -189,221 Closed
NL
88
NWAM LLC
Washington
-$2.28M -134,598 Closed
WP
89
WealthSource Partners
California
-$1.63M -96,549 Closed
PGA
90
Premia Global Advisors
Florida
-$849K -55,000 Closed
SG Americas Securities
91
SG Americas Securities
New York
-$807K -47,684 Closed
NWP
92
Northstar Wealth Partners
Connecticut
-$549K -32,469 Closed
RIA
93
Regal Investment Advisors
Michigan
-$346K -20,483 Closed
CC
94
Cedar Capital
Illinois
-$280K -16,535 Closed
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$81K -4,803 Closed
FHA
96
Flagship Harbor Advisors
Massachusetts
-$81K -4,800 Closed
SFM
97
Signet Financial Management
New Jersey
-$68K -4,021 Closed
SEI Investments
98
SEI Investments
Pennsylvania
-$24K -1,405 Closed
WT
99
Washington Trust
Rhode Island
-$20K -1,174 Closed
CF
100
Centaurus Financial
California
-$11K -656 Closed