FXN icon

First Trust Energy AlphaDEX Fund

59 hedge funds and large institutions have $478M invested in First Trust Energy AlphaDEX Fund in 2015 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 7 reducing their positions, and 15 closing their positions.

Holders
59
Holders Change
Holders Change %
0%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
17
Increased
31
Reduced
7
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FSIM
1
F-Squared Investment Management
Massachusetts
$299M 14,167,021 +14,167,021 New
PPA
2
Parametric Portfolio Associates
Washington
$38.3M 1,816,134 +1,816,134 New
Morgan Stanley
3
Morgan Stanley
New York
$32.8M 1,554,303 +396,221 +34%
Wells Fargo
4
Wells Fargo
California
$16.2M 766,051 +96,314 +14%
UBS Group
5
UBS Group
Switzerland
$12.4M 589,943 +77,095 +15%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$11M 523,270 +494,343 +1,709%
Bank of America
7
Bank of America
North Carolina
$10.1M 478,917 -148,959 -24%
SAM
8
SignalPoint Asset Management
Missouri
$8.46M 401,106 +210,597 +111%
LPL Financial
9
LPL Financial
California
$6.01M 281,596 +137,265 +95%
RJA
10
Raymond James & Associates
Florida
$5.07M 240,450 +83,376 +53%
BAAM
11
Baker Avenue Asset Management
California
$4.96M 235,208 +212,716 +946%
Goldman Sachs
12
Goldman Sachs
New York
$4.37M 207,065 -69,965 -25%
BTS
13
BB&T Securities
Virginia
$3.51M 16,627 -15,179 -48%
Citadel Advisors
14
Citadel Advisors
Florida
$2.67M 126,396 +58,659 +87%
IAS
15
IMA Advisory Services
Colorado
$2.31M 109,500 +480 +0.4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.27M 107,362 +51,076 +91%
MCWS
17
McKinley Carter Wealth Services
West Virginia
$2.25M 106,639 +13,816 +15%
RIA
18
Regal Investment Advisors
Michigan
$2.1M 99,358 +6,065 +7%
Stifel Financial
19
Stifel Financial
Missouri
$1.94M 92,107 +34,750 +61%
BRWM
20
B. Riley Wealth Management
Tennessee
$1.1M 52,139 +48,377 +1,286%
FAAS
21
First Allied Advisory Services
California
$1.09M 52,034 -4,504 -8%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$885K 41,948 +21,518 +105%
FIM
23
Freedom Investment Management
Connecticut
$779K 36,909 +21,378 +138%
AI
24
Atria Investments
North Carolina
$708K 33,542 +33,542 New
Jane Street
25
Jane Street
New York
$705K 33,430 +21,225 +174%