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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

78 hedge funds and large institutions have $140M invested in First Trust Energy AlphaDEX Fund in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 51 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
-23
Holders Change %
-22.77%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
16
Reduced
51
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIM
Astor Investment Management
Illinois
$5.6M
2
Baird Financial Group
Baird Financial Group
Wisconsin
$4.61M
3
MML Investors Services
MML Investors Services
Massachusetts
$835K
4
GFPC
Global Financial Private Capital
Florida
$1.53M
5
PFS
Prospera Financial Services
Texas
$495K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$24.6M
2
Wells Fargo
Wells Fargo
California
$20.7M
3
HA
Hays Advisory
Tennessee
$0
4
UBS Group
UBS Group
Switzerland
$10.8M
5
RJA
Raymond James & Associates
Florida
$6.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
26
Regal Investment Advisors
Michigan
$630K -$260K -19,543 -29%
VKH
27
Virtu KCG Holdings
New York
$621K -$951K -71,480 -60%
TSS
28
Two Sigma Securities
New York
$586K -$1.23M -92,793 -68%
BFEC
29
Benjamin F. Edwards & Company
Missouri
$571K -$2.58M -193,726 -82%
PFS
30
Prospera Financial Services
Texas
$495K +$206K +15,715 +71%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$474K -$20.2K -1,519 -4%
Stifel Financial
32
Stifel Financial
Missouri
$437K -$3.83M -289,289 -90%
RPG
33
Risk Paradigm Group
Texas
$411K -$4.11K -309 -1%
AI
34
Atria Investments
North Carolina
$401K +$139K +10,423 +53%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$396K -$155K -11,643 -28%
WA
36
WFG Advisors
Texas
$394K +$19K +1,428 +5%
BRWA
37
B. Riley Wealth Advisors
Florida
$391K +$80 +6 +0%
Jane Street
38
Jane Street
New York
$374K -$3.79M -285,172 -91%
BTS
39
BB&T Securities
Virginia
$371K -$256K -19,254 -41%
PAG
40
Private Advisor Group
New Jersey
$348K -$109K -8,292 -24%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$341K -$638K -47,913 -65%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$322K +$10.6K +793 +3%
FAAS
43
First Allied Advisory Services
California
$269K +$495 +37 +0.2%
HighTower Advisors
44
HighTower Advisors
Illinois
$264K -$2.68M -198,824 -91%
ICOA
45
Investment Centers of America
North Dakota
$255K -$29.8K -2,256 -10%
SWP
46
Stratos Wealth Partners
Ohio
$254K +$79.6K +5,969 +46%
UCFA
47
United Capital Financial Advisors
Texas
$239K -$99.1K -7,440 -29%
CC
48
Cedar Capital
Illinois
$223K -$16.6K -1,245 -7%
RCAG
49
Rehmann Capital Advisory Group
Michigan
$152K -$60K -4,500 -28%
GA
50
Gateway Advisory
New Jersey
$144K -$48.1K -3,605 -25%
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