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First Trust Energy AlphaDEX Fund

46 hedge funds and large institutions have $10.1M invested in First Trust Energy AlphaDEX Fund in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 23 reducing their positions, and 20 closing their positions.

Holders
46
Holders Change
-16
Holders Change %
-25.81%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
23
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.08M 522,865 -746,555 -59%
Wells Fargo
2
Wells Fargo
California
$1.78M 446,458 +159,207 +55%
Bank of America
3
Bank of America
North Carolina
$845K 212,320 -63,545 -23%
1W
4
1776 Wealth
Georgia
$797K 105,100 +47,550 +83%
LPL Financial
5
LPL Financial
California
$683K 171,502 +12,196 +8%
UBS Group
6
UBS Group
Switzerland
$406K 102,039 +6,837 +7%
CWS
7
Cypress Wealth Services
California
$403K 101,335 +101,335 New
Osaic Holdings
8
Osaic Holdings
Arizona
$380K 95,784 +95,784 New
RJA
9
Raymond James & Associates
Florida
$306K 76,916 -41,828 -35%
BAM
10
Bellevue Asset Management
Washington
$248K 45,328 -2,130 -4%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$228K 57,206 -87,489 -60%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$201K 50,539 +15,752 +45%
HCIA
13
Hochman Cole Investment Advisors
Illinois
$200K 50,232 +9,449 +23%
LFAS
14
Level Four Advisory Services
Texas
$179K 45,233 -1,397 -3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$178K 44,680 -239,062 -84%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$178K 44,758 -14,121 -24%
PFS
17
Prospera Financial Services
Texas
$156K 39,239 -3,610 -8%
SAM
18
SignalPoint Asset Management
Missouri
$94K 23,621 -1,831 -7%
ACM
19
AlphaStar Capital Management
North Carolina
$83K 16,871 -7,163 -30%
BRWM
20
B. Riley Wealth Management
Tennessee
$83K 20,748 -3,667 -15%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$77K 19,390 +978 +5%
SFG
22
StrategIQ Financial Group
Indiana
$73K 18,431 -11,172 -38%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$68K 5,916
Ameriprise
24
Ameriprise
Minnesota
$58K 14,463 -25,532 -64%
ABC
25
Associated Banc-Corp
Wisconsin
$58K 14,544 +14,544 New