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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

99 hedge funds and large institutions have $188M invested in First Trust Energy AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 36 reducing their positions, and 17 closing their positions.

Holders
99
Holders Change
-3
Holders Change %
-2.94%
% of All Funds
1.74%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
15
Increased
31
Reduced
36
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.06M
2
SAM
2
Synergy Asset Management
Washington
$4.72M
3
FWA
3
FOCUS Wealth Advisors
Texas
$3.33M
4
LPL Financial
4
LPL Financial
California
$17.2M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$3.1M

Top Sellers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$26.5M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.42M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.51M
5
NA
5
Navellier & Associates
Nevada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$1.08M 93,613 +75,360 +413%
CAN
27
Cetera Advisor Networks
California
$938K 81,696 +9,882 +14%
FAIM
28
Financial Advocates Investment Management
Washington
$880K 76,696 +12,208 +19%
Truist Financial
29
Truist Financial
North Carolina
$727K 63,329 -52,020 -45%
SWM
30
Spire Wealth Management
Virginia
$634K 55,217 +12,102 +28%
TCWM
31
Total Clarity Wealth Management
Illinois
$632K 55,045 -2,603 -5%
Stifel Financial
32
Stifel Financial
Missouri
$613K 53,384 -77,741 -59%
CA
33
Cetera Advisors
Colorado
$600K 52,289 +508 +1%
CIAS
34
Capital Investment Advisory Services
North Carolina
$598K 52,112 +184 +0.4%
Millennium Management
35
Millennium Management
New York
$511K 44,500 +44,500 New
RFWA
36
RPg Family Wealth Advisory
Massachusetts
$508K 44,239 – –
IA
37
IFP Advisors
Florida
$481K 41,840 -7,033 -14%
PFS
38
Prospera Financial Services
Texas
$472K 41,104 -4,265 -9%
OC
39
Oppenheimer & Co
New York
$447K 38,954 -76 -0.2%
CFGS
40
Concourse Financial Group Securities
Alabama
$438K 38,134 +9,266 +32%
OIA
41
OneDigital Investment Advisors
Kansas
$417K 36,320 -3,268 -8%
1W
42
1776 Wealth
Georgia
$392K 34,150 – –
SPIA
43
Steward Partners Investment Advisory
New York
$365K 31,833 -1,731 -5%
LFAS
44
Level Four Advisory Services
Texas
$339K 29,554 -11,833 -29%
PAG
45
Private Advisor Group
New Jersey
$327K 28,527 +5,117 +22%
AFWM
46
AMJ Financial Wealth Management
Virginia
$326K 28,425 -11,674 -29%
NA
47
NewEdge Advisors
Louisiana
$320K 27,839 +7,217 +35%
PA
48
PFG Advisors
Arizona
$302K 26,319 -6,849 -21%
AWM
49
AE Wealth Management
Kansas
$285K 24,848 -36,395 -59%
SAM
50
SignalPoint Asset Management
Missouri
$283K 24,653 -2,000 -8%
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