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First Trust Energy AlphaDEX Fund

88 hedge funds and large institutions have $235M invested in First Trust Energy AlphaDEX Fund in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 9 closing their positions.

Holders
88
Holders Change
+10
Holders Change %
+12.82%
% of All Funds
2.02%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
21
Increased
31
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$41.8M 2,470,124 +1,153,481 +88%
Wells Fargo
2
Wells Fargo
California
$31.7M 1,872,609 +1,159,570 +163%
NA
3
Navellier & Associates
Nevada
$23M 1,357,913 +1,357,913 New
RJA
4
Raymond James & Associates
Florida
$22.3M 1,318,796 +718,898 +120%
UBS Group
5
UBS Group
Switzerland
$16.5M 974,309 +464,155 +91%
LPL Financial
6
LPL Financial
California
$12.6M 746,009 +360,873 +94%
Bank of America
7
Bank of America
North Carolina
$10.6M 626,776 +152,727 +32%
BCI
8
Brinker Capital Investments
Pennsylvania
$6.17M 365,000 +15,000 +4%
SAM
9
Shamrock Asset Management
Texas
$5.21M 308,050 -1,455 -0.5%
PCM
10
Penserra Capital Management
California
$4.87M 288,188 +288,188 New
AWA
11
Arete Wealth Advisors
Illinois
$4.37M 258,102 +258,102 New
Baird Financial Group
12
Baird Financial Group
Wisconsin
$4.36M 257,564 -81,198 -24%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.23M 250,324 +81,562 +48%
FWM
14
Focused Wealth Management
New York
$3.77M 223,129 +223,129 New
SB
15
Suntrust Banks
Georgia
$2.95M 189,221 +189,221 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.56M 151,195 +122,884 +434%
Ameriprise
17
Ameriprise
Minnesota
$2.52M 148,685 +37,017 +33%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.31M 136,628 +34,091 +33%
NL
19
NWAM LLC
Washington
$2.28M 134,598 +134,598 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.1M 123,879 +123,879 New
IWM
21
IHT Wealth Management
Illinois
$2.07M 122,641 -705 -0.6%
VCM
22
Virtue Capital Management
Tennessee
$1.94M 114,615 +114,581 +337,003%
WP
23
WealthSource Partners
California
$1.63M 96,549 +96,549 New
LFAS
24
Level Four Advisory Services
Texas
$1.61M 95,212 +2,638 +3%
WI
25
Wintrust Investments
Illinois
$1.51M 89,494 +3,839 +4%