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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

153 hedge funds and large institutions have $416M invested in First Trust Energy AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 57 reducing their positions, and 20 closing their positions.

Holders
153
Holders Change
+5
Holders Change %
+3.38%
% of All Funds
2.44%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
45
Reduced
57
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$73.8M
2
DADC
2
D.A. Davidson & Co
Montana
$9.26M
3
VAS
3
Vestmark Advisory Solutions
Massachusetts
$6.62M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13.3M
5
Truist Financial
5
Truist Financial
North Carolina
$5.69M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
PFG
3
Prosperity Financial Group
California
$259K
4
TRCT
4
Tower Research Capital (TRC)
New York
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$6.49M
Name Market Value Shares Shares
Change 		Shares
Change %
PWA
26
PCG Wealth Advisors
Kansas
$3.09M 177,576 +34,407 +24%
TWM
27
Trinity Wealth Management
Pennsylvania
$2.88M 165,045 +8,600 +5%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$2.73M 156,464 +6,711 +4%
TC
29
TAP Consulting
Missouri
$2.52M 144,533 +1,331 +0.9%
FAIM
30
Financial Advocates Investment Management
Washington
$2.49M 142,816 +1,893 +1%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$2.38M 136,853 +50,636 +59%
KPWS
32
Kestra Private Wealth Services
Texas
$2.14M 122,976 -2,817 -2%
CAN
33
Cetera Advisor Networks
California
$2.04M 116,951 -7,528 -6%
WEG
34
World Equity Group
Illinois
$1.84M 105,811 -4,752 -4%
PAG
35
Private Advisor Group
New Jersey
$1.77M 101,528 +31,552 +45%
Goldman Sachs
36
Goldman Sachs
New York
$1.74M 100,003 -24,062 -19%
SPC
37
Sigma Planning Corp
Michigan
$1.66M 95,014 +6,878 +8%
SL
38
Savior LLC
Massachusetts
$1.62M 92,876 -19,695 -17%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$1.39M 79,718 +16,148 +25%
AAS
40
Avantax Advisory Services
Texas
$1.28M 73,550 -2,185 -3%
TCM
41
Triumph Capital Management
Colorado
$1.07M 61,159 +61,159 New
SFPG
42
Stonebridge Financial Planning Group
Florida
$1.05M 60,358 -21,828 -27%
NS
43
NBC Securities
Alabama
$966K 55,508 +55,508 New
SWP
44
Stratos Wealth Partners
Ohio
$954K 54,789 +35,436 +183%
GWP
45
Gateway Wealth Partners
Wisconsin
$916K 52,577 +9,115 +21%
CAG
46
Csenge Advisory Group
Florida
$882K 50,622 -8,690 -15%
AWM
47
AE Wealth Management
Kansas
$880K 50,489 -10,505 -17%
AWS
48
Atria Wealth Solutions
New York
$879K 50,464 +16,003 +46%
PFS
49
Prospera Financial Services
Texas
$868K 49,802 -854 -2%
IA
50
IFP Advisors
Florida
$867K 49,764 -25,710 -34%
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