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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

60 hedge funds and large institutions have $675M invested in First Trust Energy AlphaDEX Fund in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
60
Holders Change
+14
Holders Change %
+30.43%
% of All Funds
1.73%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
18
Increased
23
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$91.4M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$68.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$39.5M
4
LPL Financial
4
LPL Financial
California
$16.2M
5
U
5
UBS
Switzerland
$20.2M

Top Sellers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$222M
2
BTS
2
BB&T Securities
Virginia
$44M
3
PPA
3
Parametric Portfolio Associates
Washington
$30.2M
4
Goldman Sachs
4
Goldman Sachs
New York
$5.05M
5
PI
5
Placemark Investments
Illinois
$9.75M
Name Market Value Shares Shares
Change 		Shares
Change %
NA
26
Navellier & Associates
Nevada
$1.32M 44,916 +32,593 +264%
NES
27
New England Securities
New York
$1.08M 36,856 +35,407 +2,444%
CS
28
Credit Suisse
Switzerland
$1.08M 36,712 +2,333 +7%
OC
29
Oppenheimer & Co
New York
$1.07M 36,570 +36,570 New
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$932K 31,811 -655 -2%
PAG
31
Private Advisor Group
New Jersey
$755K 25,785 +25,785 New
VFS
32
VSR Financial Services
Kansas
$703K 23,979 +23,979 New
AP
33
Advisors Preferred
Maryland
$703K 23,982 -24,098 -50%
Ameriprise
34
Ameriprise
Minnesota
$619K 21,133 -852 -4%
FA
35
FDx Advisors
Illinois
$531K 18,123 -57,592 -76%
AIG
36
American International Group
New York
$419K 14,292 +6,158 +76%
CAN
37
Cetera Advisor Networks
California
$399K 13,643 +13,643 New
PFS
38
Prospera Financial Services
Texas
$395K 13,470 -7,469 -36%
IH
39
IFC Holdings
Florida
$320K 10,937 +10,937 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$316K 10,779 +10,779 New
CS
41
Comerica Securities
Michigan
$289K 9,868 +9,868 New
Millennium Management
42
Millennium Management
New York
$284K 9,678 +9,678 New
FIM
43
Freedom Investment Management
Connecticut
$283K 9,653 +9,653 New
FAAS
44
First Allied Advisory Services
California
$273K 9,231 +9,231 New
ICOA
45
Investment Centers of America
North Dakota
$270K 9,146 +9,146 New
SI
46
Stephens Inc
Arkansas
$218K 7,454 +7,454 New
WEC
47
Winslow Evans & Crocker
Massachusetts
$139K 4,728 -3,535 -43%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$109K 3,707 +2,755 +289%
MAS
49
Madden Advisory Services
Florida
$94K 3,225 +3,105 +2,588%
BRWA
50
B. Riley Wealth Advisors
Florida
$75.3K 2,570 +2,570 New
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