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First Trust Energy AlphaDEX Fund

65 hedge funds and large institutions have $60.3M invested in First Trust Energy AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 34 reducing their positions, and 29 closing their positions.

Holders
65
Holders Change
-19
Holders Change %
-22.62%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
14
Reduced
34
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$12.3M 2,203,565 -3,820,122 -63%
UBS Group
2
UBS Group
Switzerland
$10.2M 1,826,269 +258,863 +17%
Morgan Stanley
3
Morgan Stanley
New York
$8.05M 1,438,038 -4,460,049 -76%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$4.38M 781,786 +678,606 +658%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.99M 534,051 -246,992 -32%
Citadel Advisors
6
Citadel Advisors
Florida
$2.54M 454,283 +384,254 +549%
Bank of America
7
Bank of America
North Carolina
$2.17M 386,896 -1,379,465 -78%
SAM
8
Secure Asset Management
Michigan
$1.54M 275,721 +10,635 +4%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.49M 266,739 +238,571 +847%
TRCT
10
Tower Research Capital (TRC)
New York
$1.43M 254,708 +220,961 +655%
Goldman Sachs
11
Goldman Sachs
New York
$1.4M 250,000 -153,009 -38%
Jane Street
12
Jane Street
New York
$1.39M 248,917 +248,917 New
LPL Financial
13
LPL Financial
California
$1.35M 241,226 -269,830 -53%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.09M 194,639 -672,644 -78%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$791K 141,202 -559,215 -80%
Truist Financial
16
Truist Financial
North Carolina
$771K 137,681 +5,655 +4%
RJA
17
Raymond James & Associates
Florida
$699K 124,757 -866,404 -87%
CIBC World Market
18
CIBC World Market
Ontario, Canada
$638K 113,985 -19,350 -15%
Ameriprise
19
Ameriprise
Minnesota
$619K 110,592 -714,100 -87%
FAIM
20
Financial Advocates Investment Management
Washington
$552K 98,652 +98,652 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$548K 97,928 -10,089 -9%
IAA
22
Independent Advisor Alliance
North Carolina
$408K 70,462 +529 +0.8%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$394K 70,403 -352,551 -83%
TSS
24
Two Sigma Securities
New York
$385K 68,729 +68,729 New
RFWA
25
RPg Family Wealth Advisory
Massachusetts
$254K 45,442 -793 -2%