FXN icon

First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

189 hedge funds and large institutions have $1.61B invested in First Trust Energy AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 84 increasing their positions, 56 reducing their positions, and 13 closing their positions.

Holders
189
Holders Change
+24
Holders Change %
+14.55%
% of All Funds
3.05%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
39
Increased
84
Reduced
56
Closed
13
Calls
$179K
Puts
–
Net Calls
+$179K
Net Calls Change
+$176K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$710M
2
LPL Financial
2
LPL Financial
California
$60.1M
3
AWM
3
AE Wealth Management
Kansas
$14.7M
4
Wells Fargo
4
Wells Fargo
California
$135M
5
Morgan Stanley
5
Morgan Stanley
New York
$125M

Top Sellers

1
NC
1
NewSquare Capital
Pennsylvania
$5.7M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$3.98M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$11.8M
4
AFM
4
Andesa Financial Management
Pennsylvania
$1.02M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$520K
Name Market Value Shares Shares
Change 		Shares
Change %
CA
26
Crumly & Associates
Illinois
$7.11M 415,880 +30,115 +8%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$6.93M 405,354 +95,794 +31%
CAG
28
Csenge Advisory Group
Florida
$6.84M 400,161 -66,547 -14%
Truist Financial
29
Truist Financial
North Carolina
$6.81M 398,221 -24,679 -6%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$6.27M 366,941 +78,157 +27%
NC
31
NewSquare Capital
Pennsylvania
$5.7M 333,625 -655,123 -66%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$5.38M 314,962 +181,248 +136%
HighTower Advisors
33
HighTower Advisors
Illinois
$5M 292,643 -31,107 -10%
FWA
34
FOCUS Wealth Advisors
Texas
$4.95M 289,386 -8,873 -3%
IWC
35
Integrated Wealth Concepts
Massachusetts
$4.66M 272,913 -8,651 -3%
SPC
36
Sigma Planning Corp
Michigan
$4.51M 263,632 +73,307 +39%
FEG
37
Financial Enhancement Group
Indiana
$4.48M 268,297 +30,889 +13%
KAS
38
Kestra Advisory Services
Texas
$4.36M 255,169 -93,406 -27%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$3.98M 233,068 -526,639 -69%
PPWM
40
Paragon Private Wealth Management
Kentucky
$3.64M 212,962 +15,133 +8%
IA
41
IFP Advisors
Florida
$3.64M 184,629 +17,461 +10%
NA
42
NewEdge Advisors
Louisiana
$3.61M 878,137 +141,610 +19%
SI
43
Stephens Inc
Arkansas
$3.52M 206,077 -26,612 -11%
CAN
44
Cetera Advisor Networks
California
$3.19M 186,376 +48,390 +35%
PFS
45
Prospera Financial Services
Texas
$3.14M 183,738 -572 -0.3%
TRCT
46
Tower Research Capital (TRC)
New York
$2.89M 169,241 +112,900 +200%
Mariner
47
Mariner
Kansas
$2.52M 147,488 +147,488 New
AAS
48
Avantax Advisory Services
Texas
$2.47M 144,297 +39,031 +37%
PWA
49
PCG Wealth Advisors
Kansas
$2.44M 142,998 +142,998 New
SL
50
Savior LLC
Massachusetts
$2.39M 139,658 -1,724 -1%
1
2
3 4 5