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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

133 hedge funds and large institutions have $289M invested in First Trust Energy AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 51 increasing their positions, 20 reducing their positions, and 13 closing their positions.

Holders
133
Holders Change
+34
Holders Change %
+34.34%
% of All Funds
2.05%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
47
Increased
51
Reduced
20
Closed
13
Calls
–
Puts
$253K
Net Calls
-$253K
Net Calls Change
-$253K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$50.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$41.8M
3
Bank of America
3
Bank of America
North Carolina
$13.1M
4
Stifel Financial
4
Stifel Financial
Missouri
$5.57M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.24M

Top Sellers

1
SAM
1
Synergy Asset Management
Washington
$0
2
SL
2
Savior LLC
Massachusetts
$1.61M
3
RJA
3
Raymond James & Associates
Florida
$14.4M
4
TCWM
4
Total Clarity Wealth Management
Illinois
$31K
5
CA
5
Cetera Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MIAN
26
Mariner Independent Advisor Network
Kansas
$2.12M 172,887 +172,887 New
IAA
27
Independent Advisor Alliance
North Carolina
$1.81M 151,843 +13,342 +10%
OC
28
Oppenheimer & Co
New York
$1.81M 151,765 +112,811 +290%
TWM
29
Trinity Wealth Management
Pennsylvania
$1.77M 148,104 +148,104 New
CWM
30
Concentrum Wealth Management
California
$1.67M 140,413 +140,413 New
CAN
31
Cetera Advisor Networks
California
$1.62M 135,778 +54,082 +66%
SL
32
Savior LLC
Massachusetts
$1.61M 135,447 -259,785 -66%
KAS
33
Kestra Advisory Services
Texas
$1.29M 108,308 +14,695 +16%
AWM
34
AE Wealth Management
Kansas
$1.28M 107,647 +82,799 +333%
FAIM
35
Financial Advocates Investment Management
Washington
$1.2M 100,350 +23,654 +31%
IA
36
IFP Advisors
Florida
$1.15M 96,352 +54,512 +130%
CF
37
Centaurus Financial
California
$1.08M 90,280 -4,308 -5%
OWA
38
Outlook Wealth Advisors
Texas
$1.07M 89,639 +89,639 New
SPC
39
Sigma Planning Corp
Michigan
$934K 78,386 +64,187 +452%
PPW
40
Pinnacle Private Wealth
Massachusetts
$897K 75,279 +75,279 New
AAS
41
Avantax Advisory Services
Texas
$856K 71,776 +71,776 New
PAG
42
Private Advisor Group
New Jersey
$847K 71,037 +42,510 +149%
KPWS
43
Kestra Private Wealth Services
Texas
$676K 56,694 +46,048 +433%
SWM
44
Spire Wealth Management
Virginia
$609K 51,127 -4,090 -7%
CA
45
CoreCap Advisors
Michigan
$596K 49,963 +49,963 New
Citadel Advisors
46
Citadel Advisors
Florida
$560K 46,946 +46,946 New
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$549K 46,023 +45,933 +51,037%
NA
48
NewEdge Advisors
Louisiana
$546K 45,834 +17,995 +65%
CIBC World Market
49
CIBC World Market
Ontario, Canada
$542K 45,458 +45,458 New
MML Investors Services
50
MML Investors Services
Massachusetts
$532K 44,612 +28,088 +170%
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