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First Trust Energy AlphaDEX Fund

82 hedge funds and large institutions have $1.1B invested in First Trust Energy AlphaDEX Fund in 2016 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 8 closing their positions.

Holders
82
Holders Change
+32
Holders Change %
+64%
% of All Funds
2.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
40
Increased
27
Reduced
9
Closed
8
Calls
Puts
$141K
Net Calls
-$141K
Net Calls Change
-$141K
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$660M 46,755,202 +46,755,202 New
Morgan Stanley
2
Morgan Stanley
New York
$124M 8,785,564 +6,767,028 +335%
Wells Fargo
3
Wells Fargo
California
$87M 6,161,089 +5,567,364 +938%
Bank of America
4
Bank of America
North Carolina
$42.7M 3,023,550 +1,753,557 +138%
UBS Group
5
UBS Group
Switzerland
$28.8M 2,040,091 +1,588,205 +351%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$22.8M 1,611,449 +1,596,370 +10,587%
RJA
7
Raymond James & Associates
Florida
$20.7M 1,462,985 +1,315,381 +891%
LPL Financial
8
LPL Financial
California
$16.1M 1,188,729 +536,418 +82%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.39M 523,334 +438,094 +514%
Stifel Financial
10
Stifel Financial
Missouri
$7.03M 497,968 +472,326 +1,842%
Goldman Sachs
11
Goldman Sachs
New York
$6.25M 442,900 +150,802 +52%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$4.83M 341,847 +323,159 +1,729%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$4.74M 335,647 +335,647 New
TFA
14
Transamerica Financial Advisors
Florida
$4.47M 316,375 +311,425 +6,291%
AIM
15
Astor Investment Management
Illinois
$4.09M 289,495 +289,495 New
Ameriprise
16
Ameriprise
Minnesota
$3.8M 269,219 +269,219 New
UCFA
17
United Capital Financial Advisors
Texas
$3.59M 254,228 +254,228 New
NC
18
NewSquare Capital
Pennsylvania
$3.15M 223,309 +223,309 New
MFS
19
MSI Financial Services
Massachusetts
$3.14M 222,114 +198,978 +860%
SAM
20
SignalPoint Asset Management
Missouri
$2.91M 206,153 -45,756 -18%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$2.77M 196,466 +128,028 +187%
AIG
22
American International Group
New York
$2.52M 178,494 +163,600 +1,098%
BTS
23
BB&T Securities
Virginia
$2.19M 155,205 +129,834 +512%
ACM
24
Aviance Capital Management
Florida
$1.9M 134,855 +134,855 New
BFEC
25
Benjamin F. Edwards & Company
Missouri
$1.54M 108,755 +97,251 +845%