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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

125 hedge funds and large institutions have $236M invested in First Trust Energy AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 33 increasing their positions, 48 reducing their positions, and 16 closing their positions.

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
33
Reduced
48
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$11.6M
2
IAA
2
Independent Advisor Alliance
North Carolina
$2.99M
3
Jane Street
3
Jane Street
New York
$1.66M
4
MSWA
4
Marshall & Sterling Wealth Advisors
New York
$1.58M
5
MP
5
Moment Partners
California
$1.36M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.41M
2
LPL Financial
2
LPL Financial
California
$29.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$43.6M
4
Tudor Investment Corp
4
Tudor Investment Corp
Connecticut
$0
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$1.46M
Name Market Value Shares Shares
Change 		Shares
Change %
MSWA
26
Marshall & Sterling Wealth Advisors
New York
$1.58M 96,510 +96,510 New
Stifel Financial
27
Stifel Financial
Missouri
$1.57M 95,951 -60,178 -39%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$1.46M 89,297 -92,960 -51%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.41M 86,462 -544,842 -86%
MP
30
Moment Partners
California
$1.36M 83,445 +83,445 New
KAS
31
Kestra Advisory Services
Texas
$1.25M 76,518 +51,674 +208%
TRCT
32
Tower Research Capital (TRC)
New York
$1.19M 72,938 +19,527 +37%
SA
33
Sanctuary Advisors
Indiana
$1.1M 64,477 -705 -1%
BEI
34
Benjamin Edwards Inc
Missouri
$1.09M 66,456 +1,802 +3%
PFS
35
Prospera Financial Services
Texas
$802K 49,087 +1,067 +2%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$768K 44,134 +725 +2%
NA
37
NewEdge Advisors
Louisiana
$695K 42,525 -3,463 -8%
GWP
38
Gateway Wealth Partners
Wisconsin
$694K 42,490 -1,505 -3%
OFS
39
OneAscent Financial Services
Alabama
$693K 42,434 +42,434 New
KNW
40
Kesler Norman & Wride
Utah
$688K 42,121 – –
Truist Financial
41
Truist Financial
North Carolina
$688K 42,097 +1,477 +4%
SPC
42
Sigma Planning Corp
Michigan
$658K 40,242 -580 -1%
Jones Financial Companies
43
Jones Financial Companies
Missouri
$633K 38,733 +7,381 +24%
SG
44
StoneX Group
New York
$592K 36,210 +36,210 New
MML Investors Services
45
MML Investors Services
Massachusetts
$545K 33,354 -1,211 -4%
Citigroup
46
Citigroup
New York
$521K 31,906 +5,341 +20%
TSS
47
Two Sigma Securities
New York
$498K 30,474 -13,493 -31%
JCFM
48
JBR Co Financial Management
Oklahoma
$484K 29,609 +355 +1%
AAS
49
Avantax Advisory Services
Texas
$459K 28,117 +6,345 +29%
NWM
50
Nova Wealth Management
Florida
$405K 24,791 +24,791 New
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