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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

98 hedge funds and large institutions have $207M invested in First Trust Energy AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+24
Holders Change %
+32.43%
% of All Funds
1.73%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
33
Increased
37
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
$13.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$10.4M
3
NA
Navellier & Associates
Nevada
$7.13M
4
IA
IFP Advisors
Florida
$6.7M
5
FEM
Fulcrum Equity Management
Texas
$6.01M

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$3.99M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
PAG
Private Advisor Group
New Jersey
$148K
4
TRCT
Tower Research Capital (TRC)
New York
$170K
5
SI
Stephens Inc
Arkansas
$3.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$1.63M +$1.2M +118,075 +277%
SL
27
Savior LLC
Massachusetts
$1.56M +$1.56M +153,712 New
Osaic Holdings
28
Osaic Holdings
Arizona
$1.35M +$530K +52,455 +65%
KPWS
29
Kestra Private Wealth Services
Texas
$1.22M +$1.1M +108,425 +868%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.09M +$23.9K +2,359 +2%
Truist Financial
31
Truist Financial
North Carolina
$1.02M -$114K -11,275 -10%
BCM
32
Barometer Capital Management
Ontario, Canada
$989K +$539K +53,300 +120%
CFD
33
Creative Financial Designs
Indiana
$753K +$76.4K +7,549 +11%
IAA
34
Independent Advisor Alliance
North Carolina
$705K -$64.1K -6,339 -8%
FAIM
35
Financial Advocates Investment Management
Washington
$678K -$153K -15,132 -18%
MIAN
36
Mariner Independent Advisor Network
Kansas
$598K +$598K +59,124 New
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$594K +$594K +58,670 New
CF
38
Centaurus Financial
California
$535K +$535K +52,893 New
PAG
39
Private Advisory Group
Washington
$527K +$527K +52,088 New
LFAS
40
Level Four Advisory Services
Texas
$447K -$46.8K -4,624 -9%
PFS
41
Prospera Financial Services
Texas
$438K +$50.2K +4,969 +13%
OC
42
Oppenheimer & Co
New York
$424K -$48.4K -4,781 -10%
CA
43
Cetera Advisors
Colorado
$417K +$417K +41,179 New
OIA
44
OneDigital Investment Advisors
Kansas
$410K +$410K +40,514 New
AFWM
45
AMJ Financial Wealth Management
Virginia
$398K +$398K +39,316 New
AWM
46
AE Wealth Management
Kansas
$392K +$89.2K +8,805 +29%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$355K +$293K +29,000 +475%
SPC
48
Sigma Planning Corp
Michigan
$348K +$348K +34,427 New
1W
49
1776 Wealth
Georgia
$335K +$7.58K +750 +2%
PA
50
PFG Advisors
Arizona
$333K +$333K +32,877 New
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