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First Trust Energy AlphaDEX Fund

95 hedge funds and large institutions have $1.26B invested in First Trust Energy AlphaDEX Fund in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 41 reducing their positions, and 6 closing their positions.

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
12
Increased
32
Reduced
41
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$656M 42,551,081 -1,673,348 -4%
Morgan Stanley
2
Morgan Stanley
New York
$166M 10,778,758 -949,970 -8%
Wells Fargo
3
Wells Fargo
California
$117M 7,616,050 +176,289 +2%
UBS Group
4
UBS Group
Switzerland
$42.3M 2,740,304 +159,198 +6%
Bank of America
5
Bank of America
North Carolina
$40.8M 2,645,514 -760,550 -22%
RJA
6
Raymond James & Associates
Florida
$31.4M 2,035,470 -36,056 -2%
MFS
7
MSI Financial Services
Massachusetts
$24.4M 1,582,519 -30,056 -2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$22.6M 1,462,964 -472,394 -24%
NC
9
NewSquare Capital
Pennsylvania
$17.9M 1,162,694 +807,412 +227%
LPL Financial
10
LPL Financial
California
$14.5M 953,087 +172,729 +22%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$9.27M 601,423 -344,175 -36%
TFA
12
Transamerica Financial Advisors
Florida
$7.95M 515,300 +110,932 +27%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$7.76M 503,158 -6,009 -1%
Stifel Financial
14
Stifel Financial
Missouri
$7.7M 498,609 -36,715 -7%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$7.68M 498,018 +356,823 +253%
Ameriprise
16
Ameriprise
Minnesota
$6.17M 399,804 +37,050 +10%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$5.62M 364,184 +364,184 New
SAM
18
SignalPoint Asset Management
Missouri
$4.82M 312,731 +120,108 +62%
Wolverine Trading
19
Wolverine Trading
Illinois
$4.75M 311,951 +276,483 +780%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$4.61M 298,819 +31,479 +12%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$3.98M 258,378 -68,150 -21%
NA
22
NewEdge Advisors
Louisiana
$3.64M 236,084 +166,068 +237%
AG
23
Advisor Group
Arizona
$3.34M 216,319 +4,673 +2%
HFS
24
HL Financial Services
Kentucky
$3.26M 211,188 -2,727 -1%
CL
25
Choreo LLC
Illinois
$3.22M 208,700 +19,870 +11%