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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

146 hedge funds and large institutions have $1.35B invested in First Trust Energy AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 32 reducing their positions, and 18 closing their positions.

Holders
146
Holders Change
+13
Holders Change %
+9.77%
% of All Funds
2.31%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
33
Increased
68
Reduced
32
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$608M
2
Wells Fargo
2
Wells Fargo
California
$124M
3
Morgan Stanley
3
Morgan Stanley
New York
$108M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$47.5M
5
NC
5
NewSquare Capital
Pennsylvania
$18.3M

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$1.48M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$5.53M
3
CA
3
Crumly & Associates
Illinois
$10.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.57M
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NA
26
Navellier & Associates
Nevada
$6.33M 397,385 +397,385 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$6.31M 395,916 +111,563 +39%
CAG
28
Csenge Advisory Group
Florida
$5.85M 367,034 +30,122 +9%
Truist Financial
29
Truist Financial
North Carolina
$5.74M 360,163 +123,522 +52%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$5.53M 347,020 -98,018 -22%
GA
31
Gateway Advisory
New Jersey
$5.28M 331,192 +331,192 New
FWA
32
FOCUS Wealth Advisors
Texas
$4.86M 304,899 -3,970 -1%
HighTower Advisors
33
HighTower Advisors
Illinois
$4.64M 290,654 -8,178 -3%
KAS
34
Kestra Advisory Services
Texas
$4.54M 284,724 +176,416 +163%
FEG
35
Financial Enhancement Group
Indiana
$4.28M 268,897 +21,893 +9%
PPWM
36
Paragon Private Wealth Management
Kentucky
$3.63M 198,950 +181,639 +1,049%
OC
37
Oppenheimer & Co
New York
$3.31M 207,783 +56,018 +37%
IA
38
IFP Advisors
Florida
$3.15M 160,333 +63,981 +66%
PFS
39
Prospera Financial Services
Texas
$2.92M 183,190 +141,009 +334%
CAN
40
Cetera Advisor Networks
California
$2.82M 176,756 +40,978 +30%
Goldman Sachs
41
Goldman Sachs
New York
$2.57M 161,142 -59,412 -27%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$2.5M 156,626 +156,626 New
FAIM
43
Financial Advocates Investment Management
Washington
$2.39M 150,312 +49,962 +50%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$2.39M 150,207 +150,206 +15,020,600%
MIAN
45
Mariner Independent Advisor Network
Kansas
$2.39M 148,420 -24,467 -14%
FEM
46
Fulcrum Equity Management
Texas
$2.36M 148,187 +133,662 +920%
TWM
47
Trinity Wealth Management
Pennsylvania
$2.36M 147,938 -166 -0.1%
SL
48
Savior LLC
Massachusetts
$2.28M 141,704 +6,257 +5%
CWM
49
Concentrum Wealth Management
California
$2.14M 134,326 -6,087 -4%
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$2.1M 131,619 +85,596 +186%
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