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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

79 hedge funds and large institutions have $112M invested in First Trust Energy AlphaDEX Fund in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
79
Holders Change
+11
Holders Change %
+16.18%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
23
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$2.07M
2
MWM
2
Merriman Wealth Management
Washington
$1.52M
3
Jane Street
3
Jane Street
New York
$1.81M
4
RJA
4
Raymond James & Associates
Florida
$8.35M
5
LA
5
LexAurum Advisors
Kansas
$1.17M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$7.17M
2
FAM
2
Flaharty Asset Management
Florida
$0
3
Bank of America
3
Bank of America
North Carolina
$6.34M
4
Wells Fargo
4
Wells Fargo
California
$15M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$455K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$847K 54,698 +16,918 +45%
HCIA
27
Hochman Cole Investment Advisors
Illinois
$747K 48,240 -7,739 -14%
BFEC
28
Benjamin F. Edwards & Company
Missouri
$728K 47,048 +15,180 +48%
TRCT
29
Tower Research Capital (TRC)
New York
$643K 41,558 -19,183 -32%
PFS
30
Prospera Financial Services
Texas
$604K 37,926 -771 -2%
GFPC
31
Global Financial Private Capital
Florida
$602K 38,878 -9,014 -19%
RPG
32
Risk Paradigm Group
Texas
$529K 34,144 +172 +0.5%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$521K 33,661 -1,852 -5%
AI
34
Atria Investments
North Carolina
$518K 33,438 +21,221 +174%
SAM
35
SignalPoint Asset Management
Missouri
$498K 32,167 +2,981 +10%
BRWA
36
B. Riley Wealth Advisors
Florida
$481K 30,991 +30,991 New
RIA
37
Regal Investment Advisors
Michigan
$480K 30,978 -14,861 -32%
Stifel Financial
38
Stifel Financial
Missouri
$472K 30,510 +5,335 +21%
BTS
39
BB&T Securities
Virginia
$467K 30,170 +11,869 +65%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$455K 29,408 -62,578 -68%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$418K 27,011 -3,326 -11%
WS
42
Wedbush Securities
California
$387K 25,000 +25,000 New
FA
43
FDx Advisors
Illinois
$344K 22,251 +22,251 New
SWP
44
Stratos Wealth Partners
Ohio
$278K 17,944 +67 +0.4%
RCAG
45
Rehmann Capital Advisory Group
Michigan
$246K 15,900 – –
WP
46
WealthSource Partners
California
$240K 15,523 +15,523 New
SG Americas Securities
47
SG Americas Securities
New York
$238K 15,351 +15,351 New
Citigroup
48
Citigroup
New York
$206K 13,333 +4,640 +53%
FAAS
49
First Allied Advisory Services
California
$184K 11,791 +11,791 New
PAG
50
Private Advisor Group
New Jersey
$183K 11,364 -25,491 -69%
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