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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

84 hedge funds and large institutions have $114M invested in First Trust Energy AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 18 increasing their positions, 33 reducing their positions, and 22 closing their positions.

Holders
84
Holders Change
–
Holders Change %
0%
% of All Funds
1.87%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
18
Reduced
33
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$19.9M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$4.5M
3
CG
3
Colony Group
Massachusetts
$2.49M
4
VF
4
Virtu Financial
New York
$2.27M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.47M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$8.5M
2
NA
2
Navellier & Associates
Nevada
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$20.1M
4
RJA
4
Raymond James & Associates
Florida
$4.92M
5
BCM
5
Barometer Capital Management
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$621K 53,921 -129,555 -71%
IWM
27
IHT Wealth Management
Illinois
$549K 47,678 -77,487 -62%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$544K 47,287 -60,844 -56%
QCIG
29
Quad-Cities Investment Group
Iowa
$540K 46,650 +990 +2%
MML Investors Services
30
MML Investors Services
Massachusetts
$472K 41,037 -7,289 -15%
Stifel Financial
31
Stifel Financial
Missouri
$455K 39,132 -54,746 -58%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$445K 38,708 -8,452 -18%
SWP
33
Stratos Wealth Partners
Ohio
$422K 36,703 +15,489 +73%
RPG
34
Risk Paradigm Group
Texas
$387K 33,647 +498 +2%
BFEC
35
Benjamin F. Edwards & Company
Missouri
$386K 33,535 -4,667 -12%
PFS
36
Prospera Financial Services
Texas
$373K 30,904 +8,407 +37%
CBFP
37
Cedar Brook Financial Partners
Ohio
$347K 30,117 +30,117 New
Goldman Sachs
38
Goldman Sachs
New York
$327K 28,441 -35,361 -55%
SAM
39
SignalPoint Asset Management
Missouri
$325K 28,208 +120 +0.4%
DADC
40
D.A. Davidson & Co
Montana
$281K 24,380 +137 +0.6%
BRWA
41
B. Riley Wealth Advisors
Florida
$249K 21,561 +2,214 +11%
RIA
42
Regal Investment Advisors
Michigan
$212K 18,391 +18,391 New
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$210K 18,113 -7,978 -31%
Citigroup
44
Citigroup
New York
$207K 17,993 -343 -2%
FAAS
45
First Allied Advisory Services
California
$201K 17,197 -40,369 -70%
KWM
46
Kingsview Wealth Management
Oregon
$199K 17,326 -48,129 -74%
DLHL
47
Donald L. Hagan LLC
Florida
$150K 13,044 +2,495 +24%
PAG
48
Private Advisor Group
New Jersey
$147K 12,731 -9,011 -41%
SB
49
Suntrust Banks
Georgia
$135K 11,732 +11,732 New
SCA
50
Snowden Capital Advisors
New York
$132K 11,480 +830 +8%
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