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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

84 hedge funds and large institutions have $551M invested in First Trust Energy AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+38
Holders Change %
+82.61%
% of All Funds
1.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
45
Increased
22
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$368M
2
Wells Fargo
Wells Fargo
California
$39.6M
3
Morgan Stanley
Morgan Stanley
New York
$38.8M
4
Bank of America
Bank of America
North Carolina
$11.6M
5
UBS Group
UBS Group
Switzerland
$10.3M

Top Sellers

1
1W
1776 Wealth
Georgia
$312K
2
BAM
Bellevue Asset Management
Washington
$104K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$185K
4
ACM
AlphaStar Capital Management
North Carolina
$0
5
SFG
StrategIQ Financial Group
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
26
Transamerica Financial Advisors
Florida
$875K +$875K +133,062 New
Truist Financial
27
Truist Financial
North Carolina
$867K +$867K +132,026 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$710K +$378K +57,478 +114%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$678K +$551K +83,790 +432%
CWS
30
Cypress Wealth Services
California
$666K – – –
ATPW
31
Ashton Thomas Private Wealth
Arizona
$642K +$642K +97,693 New
SFI
32
SPC Financial Inc
Maryland
$516K +$516K +78,580 New
PFS
33
Prospera Financial Services
Texas
$494K +$236K +36,001 +92%
IAA
34
Independent Advisor Alliance
North Carolina
$476K +$476K +69,933 New
MOS
35
MGO One Seven
Ohio
$464K +$464K +70,645 New
Citadel Advisors
36
Citadel Advisors
Florida
$460K +$460K +70,029 New
HighTower Advisors
37
HighTower Advisors
Illinois
$420K +$420K +63,825 New
CAN
38
Claraphi Advisory Network
United States
$401K +$401K +60,960 New
MWM
39
MinichMacGregor Wealth Management
New York
$375K +$375K +57,169 New
SG
40
StoneX Group
New York
$362K +$362K +55,144 New
1W
41
1776 Wealth
Georgia
$312K -$378K -57,550 -55%
LFAS
42
Level Four Advisory Services
Texas
$304K +$5.77K +875 +2%
RFWA
43
RPg Family Wealth Advisory
Massachusetts
$304K +$304K +46,235 New
HCIA
44
Hochman Cole Investment Advisors
Illinois
$300K -$30.3K -4,610 -9%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$292K +$292K +44,413 New
TRCT
46
Tower Research Capital (TRC)
New York
$222K +$222K +33,747 New
FTUS
47
Flow Traders U.S.
New York
$203K +$203K +30,872 New
FFS
48
Founders Financial Securities
Maryland
$188K +$188K +28,586 New
HI
49
Horizon Investments
North Carolina
$186K +$186K +28,368 New
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$185K -$191K -29,038 -51%
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