FXN icon

First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

64 hedge funds and large institutions have $41.5M invested in First Trust Energy AlphaDEX Fund in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 33 reducing their positions, and 17 closing their positions.

Holders
64
Holders Change
-7
Holders Change %
-9.86%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
8
Reduced
33
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$14.5M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.39M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.75M
4
Jane Street
4
Jane Street
New York
$546K
5
SFG
5
StrategIQ Financial Group
Indiana
$302K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.12M
2
Bank of America
2
Bank of America
North Carolina
$4.56M
3
LPL Financial
3
LPL Financial
California
$1.81M
4
RJA
4
Raymond James & Associates
Florida
$1.08M
5
Wells Fargo
5
Wells Fargo
California
$3.48M
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
26
AlphaStar Capital Management
North Carolina
$209K 21,309 +4,963 +30%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$194K 19,804 -9,064 -31%
AG
28
Advisor Group
Arizona
$159K 16,217 -12,489 -44%
CBFP
29
Cedar Brook Financial Partners
Ohio
$146K 14,834 -15,012 -50%
ASN
30
Advisory Services Network
Georgia
$141K 12,313 – –
Goldman Sachs
31
Goldman Sachs
New York
$131K 13,321 +13,321 New
BTS
32
BB&T Securities
Virginia
$120K 12,284 -360 -3%
Stifel Financial
33
Stifel Financial
Missouri
$115K 11,816 -1,074 -8%
MML Investors Services
34
MML Investors Services
Massachusetts
$115K 11,719 +11,719 New
TSS
35
Two Sigma Securities
New York
$110K 11,193 +11,193 New
RIA
36
Regal Investment Advisors
Michigan
$107K 10,867 -1,500 -12%
Citigroup
37
Citigroup
New York
$96K 9,787 -3,707 -27%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$69K 7,000 – –
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$68K 5,916 – –
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$60K 6,133 -1,401 -19%
BFEC
41
Benjamin F. Edwards & Company
Missouri
$49K 4,951 -30 -0.6%
WTC
42
WhitTier Trust Company
Nevada
$39K 4,000 – –
FAAS
43
First Allied Advisory Services
California
$39K 4,089 +4,089 New
AA
44
Advisory Alpha
Michigan
$29.6K 3,246 -108,658 -97%
IA
45
IFP Advisors
Florida
$26K 2,627 +2,627 New
SPIA
46
Steward Partners Investment Advisory
New York
$21K 2,199 +7 +0.3%
FWM
47
Focused Wealth Management
New York
$20K 2,044 -184 -8%
GWM
48
Geneos Wealth Management
Colorado
$11K 1,170 -293 -20%
SFS
49
Sowell Financial Services
Arkansas
$11K 1,141 +1,141 New
RFM
50
Royal Fund Management
Florida
$10K 1,093 – –
1
2
3 4