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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

148 hedge funds and large institutions have $337M invested in First Trust Energy AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 73 reducing their positions, and 35 closing their positions.

Holders
148
Holders Change
-17
Holders Change %
-10.3%
% of All Funds
2.33%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
20
Increased
33
Reduced
73
Closed
35
Calls
–
Puts
$982K
Net Calls
-$982K
Net Calls Change
-$990K

Top Buyers

1
IAIM
1
International Assets Investment Management
Florida
$5.98M
2
AC
2
Avestar Capital
New York
$4.82M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$3.13M
4
CAS
4
Coppell Advisory Solutions
Texas
$2.39M
5
WEG
5
World Equity Group
Illinois
$1.73M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$31.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$47.6M
3
GLA
3
Good Life Advisors
Pennsylvania
$0
4
VCM
4
Virtue Capital Management
Tennessee
$0
5
RJA
5
Raymond James & Associates
Florida
$9.84M
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$2.34M 149,753 -411,080 -73%
TC
27
TAP Consulting
Missouri
$2.24M 143,202 +189 +0.1%
PWA
28
PCG Wealth Advisors
Kansas
$2.24M 143,169 -1,820 -1%
FAIM
29
Financial Advocates Investment Management
Washington
$2.2M 140,923 +66,769 +90%
KPWS
30
Kestra Private Wealth Services
Texas
$1.97M 125,793 +33,771 +37%
CAN
31
Cetera Advisor Networks
California
$1.95M 124,479 -16,515 -12%
Goldman Sachs
32
Goldman Sachs
New York
$1.94M 124,065 -9,419 -7%
SL
33
Savior LLC
Massachusetts
$1.76M 112,571 -20,560 -15%
WEG
34
World Equity Group
Illinois
$1.73M 110,563 +102,437 +1,261%
SPC
35
Sigma Planning Corp
Michigan
$1.38M 88,136 -291,945 -77%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$1.35M 86,217 -154,818 -64%
SFPG
37
Stonebridge Financial Planning Group
Florida
$1.29M 82,186 +2,500 +3%
NA
38
NewEdge Advisors
Louisiana
$1.28M 81,897 -82,417 -50%
AAS
39
Avantax Advisory Services
Texas
$1.18M 75,735 -80,023 -51%
IA
40
IFP Advisors
Florida
$1.18M 75,474 -27,888 -27%
PAG
41
Private Advisor Group
New Jersey
$1.09M 69,976 -16,119 -19%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$994K 63,570 -181,469 -74%
AWM
43
AE Wealth Management
Kansas
$954K 60,994 -296,214 -83%
CAG
44
Csenge Advisory Group
Florida
$928K 59,312 -409,751 -87%
RA
45
RiverTree Advisors
Florida
$925K 59,155 -1,682 -3%
PFS
46
Prospera Financial Services
Texas
$792K 50,656 -38,225 -43%
Truist Financial
47
Truist Financial
North Carolina
$763K 48,814 -252,593 -84%
Citigroup
48
Citigroup
New York
$714K 45,649 +14,824 +48%
OIA
49
OneDigital Investment Advisors
Kansas
$700K 44,785 -1,210 -3%
KNW
50
Kesler Norman & Wride
Utah
$698K 44,609 -3,012 -6%
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