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First Trust Energy AlphaDEX Fund

91 hedge funds and large institutions have $1.26B invested in First Trust Energy AlphaDEX Fund in 2016 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 19 reducing their positions, and 10 closing their positions.

Holders
91
Holders Change
+9
Holders Change %
+10.98%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
43
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$659M 44,224,429 -2,530,773 -5%
Morgan Stanley
2
Morgan Stanley
New York
$175M 11,728,728 +2,943,164 +34%
Wells Fargo
3
Wells Fargo
California
$111M 7,439,761 +1,278,672 +21%
Bank of America
4
Bank of America
North Carolina
$50.8M 3,406,064 +382,514 +13%
UBS Group
5
UBS Group
Switzerland
$38.5M 2,581,106 +541,015 +27%
RJA
6
Raymond James & Associates
Florida
$30.9M 2,071,526 +608,541 +42%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$28.8M 1,935,358 +323,909 +20%
MFS
8
MSI Financial Services
Massachusetts
$24M 1,612,575 +1,390,461 +626%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$14.1M 945,598 +422,264 +81%
LPL Financial
10
LPL Financial
California
$11.4M 780,358 -408,371 -34%
Stifel Financial
11
Stifel Financial
Missouri
$7.98M 535,324 +37,356 +8%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$7.64M 509,167 +173,520 +52%
TFA
13
Transamerica Financial Advisors
Florida
$6.03M 404,368 +87,993 +28%
Ameriprise
14
Ameriprise
Minnesota
$5.4M 362,754 +93,535 +35%
NC
15
NewSquare Capital
Pennsylvania
$5.29M 355,282 +131,973 +59%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$4.87M 326,528 +130,062 +66%
BFA
17
Beaumont Financial Advisors
Massachusetts
$4.45M 298,419 +298,419 New
BFEC
18
Benjamin F. Edwards & Company
Missouri
$3.98M 267,340 +158,585 +146%
CS
19
Credit Suisse
Switzerland
$3.73M 250,001 +250,001 New
AIM
20
Astor Investment Management
Illinois
$3.67M 246,384 -43,111 -15%
HFS
21
HL Financial Services
Kentucky
$3.19M 213,915 +121,784 +132%
AG
22
Advisor Group
Arizona
$3.15M 211,646 +211,646 New
BTS
23
BB&T Securities
Virginia
$3.1M 208,034 +52,829 +34%
UCFA
24
United Capital Financial Advisors
Texas
$3.1M 206,460 -47,768 -19%
SAM
25
SignalPoint Asset Management
Missouri
$2.87M 192,623 -13,530 -7%