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First Trust Energy AlphaDEX Fund

111 hedge funds and large institutions have $1.31B invested in First Trust Energy AlphaDEX Fund in 2016 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 9 closing their positions.

Holders
111
Holders Change
+16
Holders Change %
+16.84%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
26
Increased
43
Reduced
31
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$597M 36,170,678 -6,380,403 -15%
Morgan Stanley
2
Morgan Stanley
New York
$185M 11,215,547 +436,789 +4%
Wells Fargo
3
Wells Fargo
California
$132M 7,972,378 +356,328 +5%
Bank of America
4
Bank of America
North Carolina
$60M 3,634,251 +988,737 +37%
UBS Group
5
UBS Group
Switzerland
$53.8M 3,261,160 +520,856 +19%
RJA
6
Raymond James & Associates
Florida
$36M 2,181,959 +146,489 +7%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$24.8M 1,501,166 +38,202 +3%
MFS
8
MSI Financial Services
Massachusetts
$23.5M 1,420,670 -161,849 -10%
NC
9
NewSquare Capital
Pennsylvania
$15.5M 941,589 -221,105 -19%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$12.2M 739,105 +137,682 +23%
LPL Financial
11
LPL Financial
California
$12M 710,658 -242,429 -25%
Ameriprise
12
Ameriprise
Minnesota
$10.6M 642,340 +242,536 +61%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$10.3M 620,895 +256,711 +70%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$8.73M 528,795 +25,637 +5%
Stifel Financial
15
Stifel Financial
Missouri
$8.7M 526,934 +28,325 +6%
HFS
16
HL Financial Services
Kentucky
$8.09M 490,035 +278,847 +132%
ODG
17
O'Dell Group
Ohio
$6.97M 422,295 +422,295 New
TFA
18
Transamerica Financial Advisors
Florida
$6.03M 365,300 -150,000 -29%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$5.92M 358,681 -139,337 -28%
SB
20
Suntrust Banks
Georgia
$4.75M 287,999 +123,350 +75%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$4.55M 275,735 -23,084 -8%
SAM
22
SignalPoint Asset Management
Missouri
$4.16M 251,740 -60,991 -20%
BFA
23
Beaumont Financial Advisors
Massachusetts
$4.02M 243,545 +51,927 +27%
NA
24
NewEdge Advisors
Louisiana
$3.99M 237,387 +1,303 +0.6%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$3.75M 227,410 -30,968 -12%