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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

74 hedge funds and large institutions have $88.7M invested in First Trust Energy AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 14 closing their positions.

Holders
74
Holders Change
+9
Holders Change %
+13.85%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
21
Reduced
17
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.86M
2
Morgan Stanley
2
Morgan Stanley
New York
$15.5M
3
LPL Financial
3
LPL Financial
California
$5.02M
4
RJA
4
Raymond James & Associates
Florida
$3.95M
5
CA
5
Crumly & Associates
Illinois
$2.85M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$642K
2
Citadel Advisors
2
Citadel Advisors
Florida
$168K
3
Wells Fargo
3
Wells Fargo
California
$14.3M
4
UBS Group
4
UBS Group
Switzerland
$12.5M
5
TRCT
5
Tower Research Capital (TRC)
New York
$331K
Name Market Value Shares Shares
Change 		Shares
Change %
RFWA
26
RPg Family Wealth Advisory
Massachusetts
$358K 45,182 -260 -0.6%
BCM
27
Barometer Capital Management
Ontario, Canada
$352K 44,400 +44,400 New
Stifel Financial
28
Stifel Financial
Missouri
$337K 42,577 +10,000 +31%
TRCT
29
Tower Research Capital (TRC)
New York
$331K 41,756 -212,952 -84%
PFS
30
Prospera Financial Services
Texas
$304K 38,367 +36,391 +1,842%
1W
31
1776 Wealth
Georgia
$257K 32,400 -1,400 -4%
AWM
32
AE Wealth Management
Kansas
$237K 29,890 +29,890 New
SS
33
Simplicity Solutions
Minnesota
$212K 26,712 +26,712 New
HighTower Advisors
34
HighTower Advisors
Illinois
$181K 23,077 +2,065 +10%
Citadel Advisors
35
Citadel Advisors
Florida
$168K 21,197 -433,086 -95%
IWM
36
IHT Wealth Management
Illinois
$137K 17,227 +17,227 New
SWP
37
Stratos Wealth Partners
Ohio
$125K 15,730 +15,730 New
KAS
38
Kestra Advisory Services
Texas
$118K 14,748 +14,748 New
CFGS
39
Concourse Financial Group Securities
Alabama
$110K 13,859 +4,551 +49%
PMG
40
ProVise Management Group
Florida
$109K 13,750 +13,750 New
KPWS
41
Kestra Private Wealth Services
Texas
$100K 12,486 -1,418 -10%
NA
42
NewEdge Advisors
Louisiana
$96K 12,093 -454 -4%
RJT
43
Raymond James Trust
Florida
$90K 11,333 – –
RIA
44
Regal Investment Advisors
Michigan
$83K 10,416 +10,416 New
SG
45
StoneX Group
New York
$82K 10,348 +38 +0.4%
MCC
46
Money Concepts Capital
Florida
$74K 9,330 +9,330 New
BEI
47
Benjamin Edwards Inc
Missouri
$69K 8,764 +135 +2%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$68K 5,916 – –
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$48K 6,107 +3,970 +186%
GWM
50
Geneos Wealth Management
Colorado
$47K 8,651 +4,588 +113%
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