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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

71 hedge funds and large institutions have $62.4M invested in First Trust Energy AlphaDEX Fund in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 17 closing their positions.

Holders
71
Holders Change
-2
Holders Change %
-2.74%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
17
Reduced
25
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.31M
2
VF
2
Virtu Financial
New York
$1.54M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$778K
4
PFS
4
Prospera Financial Services
Texas
$517K
5
Bank of America
5
Bank of America
North Carolina
$8.35M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$9.58M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$0
3
Ameriprise
3
Ameriprise
Minnesota
$863K
4
WAS
4
Winch Advisory Services
Wisconsin
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$12.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$331K 28,868 -5,296 -16%
AG
27
Advisor Group
Arizona
$330K 28,706 -32,200 -53%
SAM
28
SignalPoint Asset Management
Missouri
$303K 26,352 -881 -3%
DLHL
29
Donald L. Hagan LLC
Florida
$265K 23,098 +23,098 New
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$242K 21,060 -3,779 -15%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$211K 18,705 +18,705 New
ACM
32
AlphaStar Capital Management
North Carolina
$188K 16,346 +2,335 +17%
Citigroup
33
Citigroup
New York
$155K 13,494 +193 +1%
CFGS
34
Concourse Financial Group Securities
Alabama
$153K 13,313 +3,734 +39%
Stifel Financial
35
Stifel Financial
Missouri
$149K 12,890 -18,387 -59%
BTS
36
BB&T Securities
Virginia
$145K 12,644 +563 +5%
RIA
37
Regal Investment Advisors
Michigan
$142K 12,367 -6,050 -33%
ASN
38
Advisory Services Network
Georgia
$141K 12,313 +8,990 +271%
NA
39
NewEdge Advisors
Louisiana
$140K 12,192 +132 +1%
SI
40
Stephens Inc
Arkansas
$140K 12,153 +700 +6%
PAG
41
Private Advisor Group
New Jersey
$121K 10,574 -1,002 -9%
HighTower Advisors
42
HighTower Advisors
Illinois
$115K 10,085 -3,178 -24%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$86K 7,534 -322 -4%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$80K 7,000 – –
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$68K 5,916 – –
BFEC
46
Benjamin F. Edwards & Company
Missouri
$57K 4,981 -38,639 -89%
RCAG
47
Rehmann Capital Advisory Group
Michigan
$49.5K 4,308 +4,308 New
WTC
48
WhitTier Trust Company
Nevada
$46K 4,000 – –
FWM
49
Focused Wealth Management
New York
$26K 2,228 -142 -6%
SPIA
50
Steward Partners Investment Advisory
New York
$25K 2,192 +2,192 New
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