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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

102 hedge funds and large institutions have $260M invested in First Trust Energy AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 25 reducing their positions, and 12 closing their positions.

Holders
102
Holders Change
+4
Holders Change %
+4.08%
% of All Funds
1.78%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
17
Increased
48
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.8M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$9.63M
3
FMP
3
Financial Management Professionals
Texas
$5.8M
4
Wells Fargo
4
Wells Fargo
California
$25.6M
5
FEG
5
Financial Enhancement Group
Indiana
$3.69M

Top Sellers

1
IA
1
IFP Advisors
Florida
$560K
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
SAM
3
Synergy Asset Management
Washington
$0
4
CFG
4
CMC Financial Group
Georgia
$0
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$1.97M
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$1.97M 172,954 -216,568 -56%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.65M 144,183 +36,540 +34%
Stifel Financial
28
Stifel Financial
Missouri
$1.5M 131,125 -29,527 -18%
IAA
29
Independent Advisor Alliance
North Carolina
$1.49M 130,636 +60,928 +87%
Truist Financial
30
Truist Financial
North Carolina
$1.32M 115,349 +14,210 +14%
Citadel Advisors
31
Citadel Advisors
Florida
$1.19M 104,650 +75,807 +263%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.11M 97,520 +38,850 +66%
CF
33
Centaurus Financial
California
$902K 79,016 +26,123 +49%
CAN
34
Cetera Advisor Networks
California
$819K 71,814 +59,314 +475%
FAIM
35
Financial Advocates Investment Management
Washington
$736K 64,488 -2,534 -4%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$719K 63,018 +63,018 New
AWM
37
AE Wealth Management
Kansas
$699K 61,243 +22,548 +58%
TCWM
38
Total Clarity Wealth Management
Illinois
$658K 57,648 +52,983 +1,136%
CIAS
39
Capital Investment Advisory Services
North Carolina
$592K 51,928 +51,321 +8,455%
CA
40
Cetera Advisors
Colorado
$591K 51,781 +10,602 +26%
IA
41
IFP Advisors
Florida
$560K 48,873 -613,412 -93%
PFS
42
Prospera Financial Services
Texas
$517K 45,369 +2,033 +5%
RFWA
43
RPg Family Wealth Advisory
Massachusetts
$505K 44,239 +44,239 New
SWM
44
Spire Wealth Management
Virginia
$492K 43,115 +33,098 +330%
LFAS
45
Level Four Advisory Services
Texas
$472K 41,387 -2,748 -6%
AFWM
46
AMJ Financial Wealth Management
Virginia
$458K 40,099 +783 +2%
OIA
47
OneDigital Investment Advisors
Kansas
$452K 39,588 -926 -2%
OC
48
Oppenheimer & Co
New York
$445K 39,030 -2,888 -7%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$423K 37,051 +1,944 +6%
1W
50
1776 Wealth
Georgia
$390K 34,150 +1,000 +3%
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