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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

84 hedge funds and large institutions have $291M invested in First Trust Energy AlphaDEX Fund in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 20 reducing their positions, and 20 closing their positions.

Holders
84
Holders Change
-4
Holders Change %
-4.55%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
38
Reduced
20
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$52.7M
2
Bank of America
2
Bank of America
North Carolina
$26.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$57.5M
4
BCM
4
Barometer Capital Management
Ontario, Canada
$6.58M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.01M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$0
2
PCM
2
Penserra Capital Management
California
$0
3
AWA
3
Arete Wealth Advisors
Illinois
$0
4
SB
4
Suntrust Banks
Georgia
$0
5
NL
5
NWAM LLC
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OC
26
Oppenheimer & Co
New York
$1.27M 72,687 +8,593 +13%
BCM
27
Breiter Capital Management
Florida
$1.22M 69,430 -760 -1%
AA
28
Advisory Alpha
Michigan
$1.17M 79,606 +77,771 +4,238%
KWM
29
Kingsview Wealth Management
Oregon
$1.15M 65,455 +4,603 +8%
Goldman Sachs
30
Goldman Sachs
New York
$1.12M 63,802 +63,802 New
FAAS
31
First Allied Advisory Services
California
$1.02M 57,566 +25,367 +79%
HCIA
32
Hochman Cole Investment Advisors
Illinois
$900K 51,438 – –
MML Investors Services
33
MML Investors Services
Massachusetts
$846K 48,326 -12,175 -20%
WSTAM
34
Wilbanks Smith & Thomas Asset Management
Virginia
$836K 47,779 +47,779 New
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$825K 47,160 +18,737 +66%
QCIG
36
Quad-Cities Investment Group
Iowa
$800K 45,660 +5,414 +13%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$669K 38,202 -267 -0.7%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$623K 35,592 +8,154 +30%
RPG
39
Risk Paradigm Group
Texas
$580K 33,149 -133 -0.4%
BTS
40
BB&T Securities
Virginia
$539K 30,844 -2,528 -8%
SAM
41
SignalPoint Asset Management
Missouri
$492K 28,088 -350 -1%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$459K 26,091 -17,695 -40%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$448K 25,608 -98,271 -79%
BFG
44
Barber Financial Group
Kansas
$437K 24,949 +24,949 New
DADC
45
D.A. Davidson & Co
Montana
$424K 24,243 +2,675 +12%
PFS
46
Prospera Financial Services
Texas
$400K 22,497 -9,263 -29%
PAG
47
Private Advisor Group
New Jersey
$380K 21,742 +10,214 +89%
SWP
48
Stratos Wealth Partners
Ohio
$371K 21,214 +2,418 +13%
BRWA
49
B. Riley Wealth Advisors
Florida
$339K 19,347 -11,256 -37%
SG
50
StoneX Group
New York
$330K 18,870 +3,781 +25%
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