FXN icon

First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

46 hedge funds and large institutions have $10.1M invested in First Trust Energy AlphaDEX Fund in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 23 reducing their positions, and 20 closing their positions.

Holders
46
Holders Change
-16
Holders Change %
-25.81%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
23
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$1.78M
2
CWS
2
Cypress Wealth Services
California
$403K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$380K
4
1W
4
1776 Wealth
Georgia
$797K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$201K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.08M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$178K
3
TRCT
3
Tower Research Capital (TRC)
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$228K
5
IWM
5
IHT Wealth Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$50K 12,712 +10,509 +477%
Stifel Financial
27
Stifel Financial
Missouri
$45K 11,340 -375 -3%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$42K 10,565 -2,824 -21%
CFGS
29
Concourse Financial Group Securities
Alabama
$24K 6,103 -3,088 -34%
GWM
30
Geneos Wealth Management
Colorado
$15K 4,053 +2,677 +195%
VCP
31
Verus Capital Partners
Arizona
$13K 3,275 +1,100 +51%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$12K 2,914 -18 -0.6%
Citigroup
33
Citigroup
New York
$9K 2,265 -8,572 -79%
FWM
34
Focused Wealth Management
New York
$6K 1,576 -262 -14%
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$6K 1,461 +1,461 New
SFS
36
Sowell Financial Services
Arkansas
$5K 1,141 -19,270 -94%
RFM
37
Royal Fund Management
Florida
$4K 1,093 – –
CFA
38
Carroll Financial Associates
North Carolina
$3K 900 – –
William Blair & Company
39
William Blair & Company
Illinois
$2K 419 – –
CIAS
40
Capital Investment Advisory Services
North Carolina
$2K 607 – –
AWA
41
Arkadios Wealth Advisors
Georgia
$1.47K 370 +4 +1%
FHA
42
Flagship Harbor Advisors
Massachusetts
$1K 155 -49 -24%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$1K 208 – –
LFG
44
Larson Financial Group
Missouri
$1K 148 +148 New
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$1K 215 +215 New
APA
46
American Portfolios Advisors
New York
$334 84 -340 -80%
TRCT
47
Tower Research Capital (TRC)
New York
– – -47,310 Closed
IWM
48
IHT Wealth Management
Illinois
– – -31,568 Closed
Citadel Advisors
49
Citadel Advisors
Florida
– – -26,185 Closed
Baird Financial Group
50
Baird Financial Group
Wisconsin
– – -23,348 Closed
1
2
3