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First Trust Energy AlphaDEX Fund

46 hedge funds and large institutions have $563M invested in First Trust Energy AlphaDEX Fund in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
46
Holders Change
+8
Holders Change %
+21.05%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
10
Increased
25
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FSIM
1
F-Squared Investment Management
Massachusetts
$298M 11,373,885 +5,827,428 +105%
BTS
2
BB&T Securities
Virginia
$62.2M 237,308 +85,009 +56%
PPA
3
Parametric Portfolio Associates
Washington
$44.1M 1,681,045 +759,412 +82%
Wells Fargo
4
Wells Fargo
California
$24.2M 924,644 +377,097 +69%
BFA
5
Beaumont Financial Advisors
Massachusetts
$23.9M 912,505 +383,521 +73%
Morgan Stanley
6
Morgan Stanley
New York
$19M 725,544 +80,821 +13%
Bank of America
7
Bank of America
North Carolina
$16.3M 622,748 +236,585 +61%
PI
8
Placemark Investments
Illinois
$14.2M 540,550 +287,995 +114%
Goldman Sachs
9
Goldman Sachs
New York
$11.2M 426,113 +410,615 +2,649%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$8.28M 316,074 +152,784 +94%
U
11
UBS
Switzerland
$7.89M 301,033 +73,757 +32%
RJA
12
Raymond James & Associates
Florida
$5.97M 227,862 +52,535 +30%
Stifel Financial
13
Stifel Financial
Missouri
$3.35M 127,729 +127,729 New
SAM
14
SignalPoint Asset Management
Missouri
$3.3M 125,895 +5,430 +5%
BRWM
15
B. Riley Wealth Management
Tennessee
$2.8M 106,889 +106,889 New
LPL Financial
16
LPL Financial
California
$2.78M 105,865 +26,124 +33%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$2.45M 93,503 +93,503 New
FA
18
FDx Advisors
Illinois
$1.98M 75,715 -67,044 -47%
FHC
19
First Heartland Consultants
Missouri
$1.47M 56,031 -2,263 -4%
AP
20
Advisors Preferred
Maryland
$1.26M 48,080 +45,284 +1,620%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.06M 40,580 -328,741 -89%
AIM
22
Astor Investment Management
Illinois
$1.04M 39,822 +39,822 New
CS
23
Credit Suisse
Switzerland
$901K 34,379 +1,272 +4%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$851K 32,466 +11,440 +54%
Ameriprise
25
Ameriprise
Minnesota
$584K 21,985 +17,920 +441%