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First Trust Energy AlphaDEX Fund

50 hedge funds and large institutions have $95.1M invested in First Trust Energy AlphaDEX Fund in 2015 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 23 reducing their positions, and 14 closing their positions.

Holders
50
Holders Change
-5
Holders Change %
-9.09%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
14
Reduced
23
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$28M 2,018,536 +441,920 +28%
Bank of America
2
Bank of America
North Carolina
$17.6M 1,269,993 +811,246 +177%
LPL Financial
3
LPL Financial
California
$9.05M 652,311 +342,047 +110%
Wells Fargo
4
Wells Fargo
California
$8.22M 593,725 -158,863 -21%
UBS Group
5
UBS Group
Switzerland
$6.26M 451,886 -204,949 -31%
Goldman Sachs
6
Goldman Sachs
New York
$4.05M 292,098 +31,118 +12%
SAM
7
SignalPoint Asset Management
Missouri
$3.49M 251,909 -150,916 -37%
RJA
8
Raymond James & Associates
Florida
$2.04M 147,604 -5,095 -3%
CCS
9
Crosspoint Capital Strategies
California
$1.95M 93,293 +93,293 New
CS
10
Credit Suisse
Switzerland
$1.82M 131,344 +89,261 +212%
Citadel Advisors
11
Citadel Advisors
Florida
$1.42M 102,411 +102,411 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.18M 85,240 +16,430 +24%
RIA
13
Regal Investment Advisors
Michigan
$1.09M 78,974 -11,558 -13%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$948K 68,438 -31,589 -32%
HCIA
15
Hochman Cole Investment Advisors
Illinois
$849K 61,266 +61,266 New
VKH
16
Virtu KCG Holdings
New York
$626K 45,178 +14,326 +46%
TRCT
17
Tower Research Capital (TRC)
New York
$602K 43,443 -38,486 -47%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$599K 43,208 -129,311 -75%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$472K 34,057 -7,587 -18%
FIM
20
Freedom Investment Management
Connecticut
$362K 26,168 +21,015 +408%
Stifel Financial
21
Stifel Financial
Missouri
$356K 25,642 -2,147 -8%
BTS
22
BB&T Securities
Virginia
$351K 25,371 -742 -3%
MFS
23
MSI Financial Services
Massachusetts
$320K 23,136 +11,012 +91%
FAAS
24
First Allied Advisory Services
California
$280K 20,695 -26,783 -56%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$272K 19,656 +746 +4%