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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

150 hedge funds and large institutions have $427M invested in First Trust Energy AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 56 reducing their positions, and 26 closing their positions.

Holders
150
Holders Change
-3
Holders Change %
-1.96%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
49
Reduced
56
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$123M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.57M
3
PG
3
Prostatis Group
Maryland
$6.31M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.86M
5
UBS Group
5
UBS Group
Switzerland
$31.6M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$47.7M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6.46M
3
DADC
3
D.A. Davidson & Co
Montana
$3.39M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.73M
5
Truist Financial
5
Truist Financial
North Carolina
$735K
Name Market Value Shares Shares
Change 		Shares
Change %
IPW
26
IronBridge Private Wealth
Texas
$3.1M 185,937 -3,655 -2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$3.01M 180,603 -20,992 -10%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$2.84M 170,427 +13,963 +9%
WEG
29
World Equity Group
Illinois
$2.79M 166,071 +60,260 +57%
TC
30
TAP Consulting
Missouri
$2.09M 124,982 -19,551 -14%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$1.9M 113,643 -23,210 -17%
Goldman Sachs
32
Goldman Sachs
New York
$1.89M 113,326 +13,323 +13%
Two Sigma Investments
33
Two Sigma Investments
New York
$1.86M 111,311 +111,311 New
CAN
34
Cetera Advisor Networks
California
$1.84M 110,519 -6,432 -5%
SWP
35
Stratos Wealth Partners
Ohio
$1.6M 96,075 +41,286 +75%
MML Investors Services
36
MML Investors Services
Massachusetts
$1.57M 93,844 +60,949 +185%
PAG
37
Private Advisor Group
New Jersey
$1.49M 89,374 -12,154 -12%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$1.27M 76,075 -3,643 -5%
FAIM
39
Financial Advocates Investment Management
Washington
$985K 58,987 -83,829 -59%
GS
40
GTS Securities
New York
$915K 54,834 +54,834 New
AWS
41
Atria Wealth Solutions
New York
$900K 53,905 +3,441 +7%
NS
42
NBC Securities
Alabama
$884K 52,988 -2,520 -5%
AAS
43
Avantax Advisory Services
Texas
$882K 52,816 -20,734 -28%
GWP
44
Gateway Wealth Partners
Wisconsin
$871K 52,202 -375 -0.7%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$856K 51,310 -149,690 -74%
BRWA
46
B. Riley Wealth Advisors
Florida
$846K 50,688 +5,167 +11%
TRCT
47
Tower Research Capital (TRC)
New York
$842K 50,457 +50,457 New
PFS
48
Prospera Financial Services
Texas
$834K 49,964 +162 +0.3%
Citigroup
49
Citigroup
New York
$785K 47,060 +3,520 +8%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$776K 46,484 +46,484 New
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