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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

62 hedge funds and large institutions have $307M invested in First Trust Energy AlphaDEX Fund in 2014 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 12 closing their positions.

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
14
Increased
22
Reduced
22
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
1
Shamrock Asset Management
Texas
$25.3M
2
HA
2
Hays Advisory
Tennessee
$19.5M
3
Jane Street
3
Jane Street
New York
$10.2M
4
Bank of America
4
Bank of America
North Carolina
$89.1M
5
CS
5
Credit Suisse
Switzerland
$9.22M

Top Sellers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$476K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$5.33M
3
BTS
3
BB&T Securities
Virginia
$3.71M
4
PPA
4
Parametric Portfolio Associates
Washington
$0
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BFEC
51
Benjamin F. Edwards & Company
Missouri
$74K 2,848 +1,106 +63%
NES
52
New England Securities
New York
$71K 2,760 -34,096 -93%
WA
53
WFG Advisors
Texas
$27K 1,026 -7 -0.7%
PAG
54
Private Advisor Group
New Jersey
$26K 1,005 -24,780 -96%
Creative Planning
55
Creative Planning
Kansas
$26K 1,000 +1,000 New
MFS
56
MSI Financial Services
Massachusetts
$18K 695 – –
NFG
57
Next Financial Group
Texas
$14K 545 +545 New
SCA
58
Strategic Capital Alternatives
United States
$12K 459 +459 New
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$12K 500 +500 New
FAM
60
Formidable Asset Management
Ohio
$4K 180 – –
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$3K 100 +100 New
HR
62
Howe & Rusling
New York
$2K 61 – –
PPA
63
Parametric Portfolio Associates
Washington
– – -1,031,298 Closed
BFA
64
Beaumont Financial Advisors
Massachusetts
– – -779,255 Closed
NA
65
Navellier & Associates
Nevada
– – -44,916 Closed
OC
66
Oppenheimer & Co
New York
– – -36,570 Closed
AP
67
Advisors Preferred
Maryland
– – -23,982 Closed
VFS
68
VSR Financial Services
Kansas
– – -23,979 Closed
FA
69
FDx Advisors
Illinois
– – -18,123 Closed
CS
70
Comerica Securities
Michigan
– – -9,868 Closed
BRWA
71
B. Riley Wealth Advisors
Florida
– – -2,570 Closed
US Bancorp
72
US Bancorp
Minnesota
– – -1,391 Closed
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
– – -577 Closed
BC
74
Bartlett & Co
Ohio
– – -570 Closed
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