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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

145 hedge funds and large institutions have $417M invested in First Trust Energy AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 67 reducing their positions, and 21 closing their positions.

Holders
145
Holders Change
-5
Holders Change %
-3.33%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
44
Reduced
67
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GAA
1
Global Assets Advisory
Florida
$23.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$15.4M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$5.68M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$6.04M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$14.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$63M
2
PG
2
Prostatis Group
Maryland
$193K
3
Wells Fargo
3
Wells Fargo
California
$49.5M
4
NA
4
Navellier & Associates
Nevada
$470K
5
NA
5
NewEdge Advisors
Louisiana
$1.4M
Name Market Value Shares Shares
Change 		Shares
Change %
IPW
26
IronBridge Private Wealth
Texas
$3.4M 181,643 -4,294 -2%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$3.21M 171,480 +1,053 +0.6%
Stifel Financial
28
Stifel Financial
Missouri
$3.18M 169,588 -71,439 -30%
HighTower Advisors
29
HighTower Advisors
Illinois
$3.09M 164,868 -54,858 -25%
Goldman Sachs
30
Goldman Sachs
New York
$2.42M 128,952 +15,626 +14%
PAG
31
Private Advisor Group
New Jersey
$2.41M 128,467 +39,093 +44%
TC
32
TAP Consulting
Missouri
$2.26M 120,421 -4,561 -4%
WEG
33
World Equity Group
Illinois
$2.2M 117,558 -48,513 -29%
BNP Paribas Financial Markets
34
BNP Paribas Financial Markets
France
$1.88M 100,500 +49,190 +96%
CAN
35
Cetera Advisor Networks
California
$1.74M 92,697 -17,822 -16%
SWP
36
Stratos Wealth Partners
Ohio
$1.73M 92,410 -3,665 -4%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$1.46M 77,926 +1,851 +2%
NA
38
NewEdge Advisors
Louisiana
$1.4M 74,968 -182,019 -71%
GCP
39
GSA Capital Partners
United Kingdom
$1.39M 74,300 +74,300 New
MML Investors Services
40
MML Investors Services
Massachusetts
$1.39M 73,920 -19,924 -21%
CASC
41
Coppell Advisory Solutions Corp
Texas
$1.29M 68,672 +68,672 New
Two Sigma Investments
42
Two Sigma Investments
New York
$1.05M 56,111 -55,200 -50%
GWP
43
Gateway Wealth Partners
Wisconsin
$1.03M 55,244 +3,042 +6%
AWS
44
Atria Wealth Solutions
New York
$1.03M 54,741 +836 +2%
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$960K 51,273 +51,273 New
PFS
46
Prospera Financial Services
Texas
$920K 49,134 -830 -2%
Citigroup
47
Citigroup
New York
$883K 47,185 +125 +0.3%
CA
48
Cetera Advisors
Colorado
$853K 45,545 +13,267 +41%
AAS
49
Avantax Advisory Services
Texas
$846K 45,179 -7,637 -14%
KNW
50
Kesler Norman & Wride
Utah
$834K 44,504 – –
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