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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

68 hedge funds and large institutions have $109M invested in First Trust Energy AlphaDEX Fund in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 36 reducing their positions, and 13 closing their positions.

Holders
68
Holders Change
-10
Holders Change %
-12.82%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
18
Reduced
36
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$5.02M
2
FAM
2
Flaharty Asset Management
Florida
$3.17M
3
IWM
3
IHT Wealth Management
Illinois
$1.71M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.32M
5
VF
5
Virtu Financial
New York
$1.44M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$7.98M
2
Wells Fargo
2
Wells Fargo
California
$15.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$20.7M
4
Ameriprise
4
Ameriprise
Minnesota
$1.51M
5
AIM
5
Astor Investment Management
Illinois
$2.06M
Name Market Value Shares Shares
Change 		Shares
Change %
TSS
26
Two Sigma Securities
New York
$769K 53,597 +9,547 +22%
GFPC
27
Global Financial Private Capital
Florida
$687K 47,892 -67,278 -58%
RIA
28
Regal Investment Advisors
Michigan
$658K 45,839 -1,486 -3%
PFS
29
Prospera Financial Services
Texas
$554K 38,697 +925 +2%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$543K 37,780 -116,220 -75%
PAG
31
Private Advisor Group
New Jersey
$524K 36,855 +10,334 +39%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$510K 35,513 -63 -0.2%
RPG
33
Risk Paradigm Group
Texas
$487K 33,972 +3,072 +10%
BFEC
34
Benjamin F. Edwards & Company
Missouri
$457K 31,868 -11,009 -26%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$435K 30,337 +599 +2%
SAM
36
SignalPoint Asset Management
Missouri
$418K 29,186 -129,953 -82%
Jane Street
37
Jane Street
New York
$386K 26,906 -1,204 -4%
Stifel Financial
38
Stifel Financial
Missouri
$360K 25,175 -7,822 -24%
BTS
39
BB&T Securities
Virginia
$262K 18,301 -9,614 -34%
SWP
40
Stratos Wealth Partners
Ohio
$257K 17,877 -1,173 -6%
Citadel Advisors
41
Citadel Advisors
Florida
$240K 16,745 -56,257 -77%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$232K 16,134 -9,488 -37%
RCAG
43
Rehmann Capital Advisory Group
Michigan
$228K 15,900 +4,500 +39%
AI
44
Atria Investments
North Carolina
$175K 12,217 -17,882 -59%
ICOA
45
Investment Centers of America
North Dakota
$162K 11,333 -7,965 -41%
GA
46
Gateway Advisory
New Jersey
$155K 10,795 – –
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$138K 10,225 +10,225 New
Citigroup
48
Citigroup
New York
$125K 8,693 -24 -0.3%
IA
49
IFP Advisors
Florida
$103K 7,177 -516 -7%
CDIA
50
Capital Directions Investment Advisors
Georgia
$93K 6,505 – –
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