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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

165 hedge funds and large institutions have $452M invested in First Trust Energy AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 91 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
-24
Holders Change %
-12.7%
% of All Funds
2.64%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
21
Increased
37
Reduced
91
Closed
41
Calls
$8K
Puts
–
Net Calls
+$8K
Net Calls Change
-$171K

Top Buyers

1
TC
TAP Consulting
Missouri
$2.22M
2
SPC
Sigma Planning Corp
Michigan
$5.9M
3
Citadel Advisors
Citadel Advisors
Florida
$1.78M
4
CAG
Csenge Advisory Group
Florida
$7.28M
5
SFPG
Stonebridge Financial Planning Group
Florida
$1.24M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$0
2
Wells Fargo
Wells Fargo
California
$57.6M
3
Morgan Stanley
Morgan Stanley
New York
$59.1M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$15.3M
5
ODG
O'Dell Group
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$3.74M -$1.15M -73,927 -23%
IWC
27
Integrated Wealth Concepts
Massachusetts
$3.47M -$770K -49,595 -18%
KAS
28
Kestra Advisory Services
Texas
$2.99M -$966K -62,245 -24%
PFG
29
Prosperity Financial Group
California
$2.91M -$4.94M -318,398 -63%
NA
30
NewEdge Advisors
Louisiana
$2.55M -$11.1M -713,823 -81%
AAS
31
Avantax Advisory Services
Texas
$2.42M +$178K +11,461 +8%
Mariner
32
Mariner
Kansas
$2.37M +$84.1K +5,417 +4%
TWM
33
Trinity Wealth Management
Pennsylvania
$2.25M +$135K +8,709 +6%
PWA
34
PCG Wealth Advisors
Kansas
$2.25M +$30.9K +1,991 +1%
TC
35
TAP Consulting
Missouri
$2.22M +$2.22M +143,013 New
CAN
36
Cetera Advisor Networks
California
$2.19M -$704K -45,382 -24%
VAS
37
Vestmark Advisory Solutions
Massachusetts
$2.09M +$637K +41,039 +44%
Goldman Sachs
38
Goldman Sachs
New York
$2.07M +$173K +11,164 +9%
SL
39
Savior LLC
Massachusetts
$2.07M -$101K -6,527 -5%
TRCT
40
Tower Research Capital (TRC)
New York
$2.06M -$564K -36,367 -21%
IA
41
IFP Advisors
Florida
$2M -$1.57M -81,267 -44%
SCA
42
Snowden Capital Advisors
New York
$1.91M +$418K +26,945 +28%
WWA
43
WCG Wealth Advisors
Nevada
$1.82M -$6.57M -423,530 -78%
Citadel Advisors
44
Citadel Advisors
Florida
$1.78M +$1.17M +75,559 +194%
GWM
45
Geneos Wealth Management
Colorado
$1.65M -$140K -9,014 -8%
KPWS
46
Kestra Private Wealth Services
Texas
$1.43M -$35.2K -2,269 -2%
PFS
47
Prospera Financial Services
Texas
$1.38M -$1.47M -94,857 -52%
PAG
48
Private Advisor Group
New Jersey
$1.34M -$11.4M -732,403 -89%
SFPG
49
Stonebridge Financial Planning Group
Florida
$1.24M +$822K +52,958 +198%
FAIM
50
Financial Advocates Investment Management
Washington
$1.15M +$370K +23,850 +47%
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