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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

111 hedge funds and large institutions have $1.31B invested in First Trust Energy AlphaDEX Fund in 2016 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 9 closing their positions.

Holders
111
Holders Change
+16
Holders Change %
+16.84%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
26
Increased
43
Reduced
31
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$60M
2
UBS Group
2
UBS Group
Switzerland
$53.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$185M
4
ODG
4
O'Dell Group
Ohio
$6.97M
5
Wells Fargo
5
Wells Fargo
California
$132M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$597M
2
Wolverine Trading
2
Wolverine Trading
Illinois
$0
3
LPL Financial
3
LPL Financial
California
$12M
4
NC
4
NewSquare Capital
Pennsylvania
$15.5M
5
MFS
5
MSI Financial Services
Massachusetts
$23.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CL
26
Choreo LLC
Illinois
$3.44M 208,566 -134 -0.1%
SAM
27
Shamrock Asset Management
Texas
$3.34M 202,508 +202,508 New
AG
28
Advisor Group
Arizona
$3.22M 195,122 -21,197 -10%
HighTower Advisors
29
HighTower Advisors
Illinois
$3.2M 194,037 +194,037 New
BTS
30
BB&T Securities
Virginia
$3.15M 204,391 – –
Millennium Management
31
Millennium Management
New York
$3.13M 189,700 +189,700 New
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$2.31M 142,585 +1,283 +0.9%
AIM
33
Astor Investment Management
Illinois
$2.17M 131,663 +131,663 New
DADC
34
D.A. Davidson & Co
Montana
$1.73M 105,044 +101,555 +2,911%
AP
35
Atwood & Palmer
Missouri
$1.64M 99,190 -4,740 -5%
Goldman Sachs
36
Goldman Sachs
New York
$1.61M 97,504 +60,704 +165%
IH
37
IFC Holdings
Florida
$1.53M 92,877 +3,436 +4%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$1.53M 92,557 -259 -0.3%
SI
39
Stephens Inc
Arkansas
$1.27M 76,787 +48,372 +170%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$1.26M 76,260 -6,934 -8%
SFI
41
SPC Financial Inc
Maryland
$1.22M 73,786 +421 +0.6%
PAG
42
Private Advisor Group
New Jersey
$1.21M 72,026 +3,444 +5%
MWM
43
MinichMacGregor Wealth Management
New York
$1.2M 72,556 +7,963 +12%
UCFA
44
United Capital Financial Advisors
Texas
$1.15M 69,460 -49,705 -42%
RIA
45
Regal Investment Advisors
Michigan
$1.08M 65,435 -22,535 -26%
SPC
46
Sigma Planning Corp
Michigan
$1.04M 62,825 -173 -0.3%
HCIA
47
Hochman Cole Investment Advisors
Illinois
$974K 58,990 -1,545 -3%
VKH
48
Virtu KCG Holdings
New York
$955K 57,844 +15,357 +36%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$907K 54,913 +777 +1%
LFAS
50
Level Four Advisory Services
Texas
$901K 54,600 +54,600 New
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