FXN icon

First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

165 hedge funds and large institutions have $1.37B invested in First Trust Energy AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 69 increasing their positions, 61 reducing their positions, and 17 closing their positions.

Holders
165
Holders Change
+1
Holders Change %
+0.61%
% of All Funds
2.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
19
Increased
69
Reduced
61
Closed
17
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
+$3K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$617M
2
NC
2
NewSquare Capital
Pennsylvania
$15.4M
3
VCM
3
Virtue Capital Management
Tennessee
$14.2M
4
SI
4
Stephens Inc
Arkansas
$3.63M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$18.8M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$113M
2
Bank of America
2
Bank of America
North Carolina
$26.2M
3
SMF
3
Sterling Manor Financial
New York
$0
4
NA
4
Navellier & Associates
Nevada
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$3.56M
Name Market Value Shares Shares
Change 		Shares
Change %
CAG
26
Csenge Advisory Group
Florida
$7.29M 466,708 +42,644 +10%
Truist Financial
27
Truist Financial
North Carolina
$6.6M 422,900 +24,024 +6%
CA
28
Crumly & Associates
Illinois
$6.02M 385,765 +43,023 +13%
KAS
29
Kestra Advisory Services
Texas
$5.44M 348,575 +68,968 +25%
HighTower Advisors
30
HighTower Advisors
Illinois
$5.05M 323,750 -17,269 -5%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$4.83M 309,560 +33,539 +12%
FWA
32
FOCUS Wealth Advisors
Texas
$4.66M 298,259 -5,418 -2%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$4.51M 288,784 -32,032 -10%
IWC
34
Integrated Wealth Concepts
Massachusetts
$4.4M 281,564 +95,495 +51%
FEG
35
Financial Enhancement Group
Indiana
$3.71M 237,408 -76 -0%
SI
36
Stephens Inc
Arkansas
$3.63M 232,689 +232,689 New
PPWM
37
Paragon Private Wealth Management
Kentucky
$3.59M 197,829 -5,466 -3%
Stifel Financial
38
Stifel Financial
Missouri
$3.56M 228,089 -298,971 -57%
AFM
39
Andesa Financial Management
Pennsylvania
$3.51M 225,710 +161,960 +254%
IA
40
IFP Advisors
Florida
$3.3M 167,168 +6,835 +4%
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$3.09M 198,089 +135,042 +214%
SPC
42
Sigma Planning Corp
Michigan
$2.97M 190,325 -29,214 -13%
PFS
43
Prospera Financial Services
Texas
$2.88M 184,310 +21,788 +13%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$2.42M 154,977 +84,266 +119%
MIAN
45
Mariner Independent Advisor Network
Kansas
$2.35M 150,292 -3,763 -2%
TFA
46
Transamerica Financial Advisors
Florida
$2.34M 150,093 -31,687 -17%
AWS
47
Atria Wealth Solutions
New York
$2.28M 146,014 +53,688 +58%
SL
48
Savior LLC
Massachusetts
$2.21M 141,382 +139 +0.1%
Goldman Sachs
49
Goldman Sachs
New York
$2.17M 138,976 -132,685 -49%
CAN
50
Cetera Advisor Networks
California
$2.15M 137,986 -105,623 -43%
1
2
3 4 5