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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

82 hedge funds and large institutions have $1.1B invested in First Trust Energy AlphaDEX Fund in 2016 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 8 closing their positions.

Holders
82
Holders Change
+32
Holders Change %
+64%
% of All Funds
2.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
40
Increased
27
Reduced
9
Closed
8
Calls
–
Puts
$141K
Net Calls
-$141K
Net Calls Change
-$141K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$660M
2
Morgan Stanley
2
Morgan Stanley
New York
$124M
3
Wells Fargo
3
Wells Fargo
California
$87M
4
Bank of America
4
Bank of America
North Carolina
$42.7M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$22.8M

Top Sellers

1
CCS
1
Crosspoint Capital Strategies
California
$0
2
CS
2
Credit Suisse
Switzerland
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
SAM
4
SignalPoint Asset Management
Missouri
$2.91M
5
VKH
5
Virtu KCG Holdings
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AP
26
Atwood & Palmer
Missouri
$1.45M 102,715 +102,715 New
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$1.36M 96,075 +96,075 New
HFS
28
HL Financial Services
Kentucky
$1.3M 92,131 +92,131 New
DADC
29
D.A. Davidson & Co
Montana
$1.27M 89,907 +80,577 +864%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$1.23M 87,303 +78,074 +846%
IH
31
IFC Holdings
Florida
$1.17M 84,782 +84,782 New
PAG
32
Private Advisor Group
New Jersey
$1.13M 80,266 +69,351 +635%
SFI
33
SPC Financial Inc
Maryland
$1.07M 76,020 +76,020 New
VFS
34
VSR Financial Services
Kansas
$1.04M 73,646 +73,646 New
RIA
35
Regal Investment Advisors
Michigan
$1.03M 73,002 -5,972 -8%
MWM
36
MinichMacGregor Wealth Management
New York
$873K 61,880 +61,880 New
HCIA
37
Hochman Cole Investment Advisors
Illinois
$865K 61,289 +23 +0%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$836K 59,187 +15,979 +37%
Citigroup
39
Citigroup
New York
$830K 58,747 +53,691 +1,062%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$793K 56,179 +36,523 +186%
SI
41
Stephens Inc
Arkansas
$790K 55,964 +55,964 New
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$744K 52,711 +52,711 New
SCA
43
Snowden Capital Advisors
New York
$632K 44,727 +44,727 New
HI
44
Horizon Investments
North Carolina
$609K 43,138 +43,138 New
FFS
45
Founders Financial Securities
Maryland
$604K 42,810 +42,810 New
SB
46
Suntrust Banks
Georgia
$583K 41,372 +41,372 New
HI
47
Hudock Inc
Pennsylvania
$529K 37,529 +37,529 New
VFA
48
Voya Financial Advisors
Connecticut
$505K 36,173 +36,173 New
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$464K 32,866 -1,191 -3%
NA
50
NewEdge Advisors
Louisiana
$452K 31,878 +31,878 New
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