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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

88 hedge funds and large institutions have $235M invested in First Trust Energy AlphaDEX Fund in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 9 closing their positions.

Holders
88
Holders Change
+10
Holders Change %
+12.82%
% of All Funds
2.02%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
21
Increased
31
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
1
Navellier & Associates
Nevada
$23M
2
Wells Fargo
2
Wells Fargo
California
$31.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$41.8M
4
RJA
4
Raymond James & Associates
Florida
$22.3M
5
UBS Group
5
UBS Group
Switzerland
$16.5M

Top Sellers

1
MWM
1
Merriman Wealth Management
Washington
$0
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$4.36M
3
Jane Street
3
Jane Street
New York
$0
4
TRCT
4
Tower Research Capital (TRC)
New York
$1.06M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$678K
Name Market Value Shares Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$1.2M 71,174 -3,443 -5%
BCM
27
Breiter Capital Management
Florida
$1.19M 70,190 +70,190 New
OC
28
Oppenheimer & Co
New York
$1.08M 64,094 +64,094 New
TRCT
29
Tower Research Capital (TRC)
New York
$1.06M 62,513 -30,885 -33%
KWM
30
Kingsview Wealth Management
Oregon
$1.03M 60,852 +33,830 +125%
MML Investors Services
31
MML Investors Services
Massachusetts
$1.02M 60,501 -1,090 -2%
HCIA
32
Hochman Cole Investment Advisors
Illinois
$870K 51,438 +2,793 +6%
PGA
33
Premia Global Advisors
Florida
$849K 55,000 +55,000 New
SG Americas Securities
34
SG Americas Securities
New York
$807K 47,684 +47,684 New
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$678K 40,078 -26,166 -39%
QCIG
36
Quad-Cities Investment Group
Iowa
$678K 40,246 +14,846 +58%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$651K 38,469 +19,139 +99%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$627K 43,786 – –
BTS
39
BB&T Securities
Virginia
$564K 33,372 +2,446 +8%
RPG
40
Risk Paradigm Group
Texas
$563K 33,282 -474 -1%
FAAS
41
First Allied Advisory Services
California
$549K 32,199 +8,606 +36%
NWP
42
Northstar Wealth Partners
Connecticut
$549K 32,469 +32,469 New
PFS
43
Prospera Financial Services
Texas
$535K 31,760 -660 -2%
BRWA
44
B. Riley Wealth Advisors
Florida
$518K 30,603 -378 -1%
SAM
45
SignalPoint Asset Management
Missouri
$481K 28,438 -2,276 -7%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$481K 28,423 -823 -3%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$463K 27,438 +10,841 +65%
Stifel Financial
48
Stifel Financial
Missouri
$455K 26,862 +7,987 +42%
DADC
49
D.A. Davidson & Co
Montana
$365K 21,568 +4,315 +25%
RIA
50
Regal Investment Advisors
Michigan
$346K 20,483 -998 -5%
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