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First Trust Energy AlphaDEX Fund

101 hedge funds and large institutions have $306M invested in First Trust Energy AlphaDEX Fund in 2017 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 21 increasing their positions, 54 reducing their positions, and 29 closing their positions.

Holders
101
Holders Change
-10
Holders Change %
-9.01%
% of All Funds
2.52%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
20
Increased
21
Reduced
54
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$62.5M 4,148,895 -7,066,652 -63%
Wells Fargo
2
Wells Fargo
California
$45.7M 3,032,565 -4,939,813 -62%
Bank of America
3
Bank of America
North Carolina
$32.3M 2,141,528 -1,492,723 -41%
UBS Group
4
UBS Group
Switzerland
$24.6M 1,630,116 -1,631,044 -50%
RJA
5
Raymond James & Associates
Florida
$16.4M 1,089,411 -1,092,548 -50%
HA
6
Hays Advisory
Tennessee
$12.5M 827,698 +827,698 New
LPL Financial
7
LPL Financial
California
$7.64M 511,079 -199,579 -28%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.03M 466,619 -272,486 -37%
Ameriprise
9
Ameriprise
Minnesota
$6.83M 453,611 -188,729 -29%
TRCT
10
Tower Research Capital (TRC)
New York
$6.69M 443,902 +419,473 +1,717%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$5.03M 333,802 -287,093 -46%
Stifel Financial
12
Stifel Financial
Missouri
$4.86M 322,286 -204,648 -39%
Jane Street
13
Jane Street
New York
$4.72M 313,282 +313,282 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$4.13M 274,177 -1,226,989 -82%
AIM
15
Astor Investment Management
Illinois
$3.95M 262,052 +130,389 +99%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$3.57M 236,603 -39,132 -14%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$3.47M 230,180 -298,615 -56%
HighTower Advisors
18
HighTower Advisors
Illinois
$3.3M 218,419 +24,382 +13%
CL
19
Choreo LLC
Illinois
$3.24M 215,209 +6,643 +3%
Citadel Advisors
20
Citadel Advisors
Florida
$3.11M 206,479 +178,640 +642%
FAM
21
Flaharty Asset Management
Florida
$3.1M 208,180 +208,180 New
SB
22
Suntrust Banks
Georgia
$2.96M 189,968 -98,031 -34%
AG
23
Advisor Group
Arizona
$2.73M 181,436 -13,686 -7%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$2.52M 167,211 -60,199 -26%
SAM
25
SignalPoint Asset Management
Missouri
$2.39M 158,287 -93,453 -37%