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First Trust Energy AlphaDEX Fund

78 hedge funds and large institutions have $99.2M invested in First Trust Energy AlphaDEX Fund in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 16 closing their positions.

Holders
78
Holders Change
-1
Holders Change %
-1.27%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
16
Increased
23
Reduced
25
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$18.9M 1,316,643 -154,289 -10%
Wells Fargo
2
Wells Fargo
California
$10.2M 713,039 -256,866 -26%
RJA
3
Raymond James & Associates
Florida
$8.62M 599,898 +60,790 +11%
UBS Group
4
UBS Group
Switzerland
$7.33M 510,154 +46,929 +10%
Bank of America
5
Bank of America
North Carolina
$6.81M 474,049 +64,480 +16%
LPL Financial
6
LPL Financial
California
$5.53M 385,136 +38,577 +11%
SAM
7
Shamrock Asset Management
Texas
$5.29M 309,505 +309,505 New
BCI
8
Brinker Capital Investments
Pennsylvania
$5.03M 350,000
Baird Financial Group
9
Baird Financial Group
Wisconsin
$4.87M 338,762 +1,188 +0.4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.43M 168,762 +54,142 +47%
MWM
11
Merriman Wealth Management
Washington
$2.22M 154,611 +56,604 +58%
IWM
12
IHT Wealth Management
Illinois
$1.72M 123,346 -731 -0.6%
Ameriprise
13
Ameriprise
Minnesota
$1.61M 111,668 +31,777 +40%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.47M 102,537 +42,131 +70%
TRCT
15
Tower Research Capital (TRC)
New York
$1.34M 93,398 +51,840 +125%
LFAS
16
Level Four Advisory Services
Texas
$1.33M 92,574 +7,119 +8%
WI
17
Wintrust Investments
Illinois
$1.23M 85,655 +5,398 +7%
AG
18
Advisor Group
Arizona
$1.07M 74,617 +4,165 +6%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$952K 66,244 +9,146 +16%
MML Investors Services
20
MML Investors Services
Massachusetts
$885K 61,591 -1,808 -3%
HCIA
21
Hochman Cole Investment Advisors
Illinois
$699K 48,645 +405 +0.8%
Jane Street
22
Jane Street
New York
$649K 45,129 -72,039 -61%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$627K 43,786 -11,402 -21%
RPG
24
Risk Paradigm Group
Texas
$485K 33,756 -388 -1%
PFS
25
Prospera Financial Services
Texas
$462K 32,420 -5,506 -15%