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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

59 hedge funds and large institutions have $117M invested in First Trust Energy AlphaDEX Fund in 2014 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-3
Holders Change %
-4.84%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
16
Increased
16
Reduced
22
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$6.66M
2
IAS
2
IMA Advisory Services
Colorado
$2.28M
3
MCWS
3
McKinley Carter Wealth Services
West Virginia
$1.94M
4
NA
4
Navellier & Associates
Nevada
$1.54M
5
SAM
5
SignalPoint Asset Management
Missouri
$3.99M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$13.1M
2
SAM
2
Shamrock Asset Management
Texas
$0
3
HA
3
Hays Advisory
Tennessee
$0
4
Jane Street
4
Jane Street
New York
$255K
5
CS
5
Credit Suisse
Switzerland
$629K
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$10K – – –
FHA
52
First Horizon Advisors
Tennessee
$7K -$5.8M -301,584 -100%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$6K +$6K +276 New
CTC
54
Central Trust Company
Missouri
$5K +$5K +250 New
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$2K – – –
Citigroup
56
Citigroup
New York
$1K -$51.2K -3,583 -98%
BWA
57
Burt Wealth Advisors
Maryland
$1K – – –
HR
58
Howe & Rusling
New York
$1K – – –
BRWA
59
B. Riley Wealth Advisors
Florida
$45 +$45 +2,140 New
SAM
60
Shamrock Asset Management
Texas
– -$25.3M -977,316 Closed
HA
61
Hays Advisory
Tennessee
– -$19.5M -754,184 Closed
SG Americas Securities
62
SG Americas Securities
New York
– -$6.06M -234,313 Closed
WA
63
WESPAC Advisors
California
– -$2.45M -94,847 Closed
VF
64
Virtu Financial
New York
– -$1.87M -72,332 Closed
FHC
65
First Heartland Consultants
Missouri
– -$1.48M -57,183 Closed
JG
66
Jefferies Group
New York
– -$809K -31,300 Closed
VAM
67
Visionary Asset Management
Texas
– -$753K -29,121 Closed
SI
68
Stephens Inc
Arkansas
– -$647K -25,013 Closed
FSIM
69
F-Squared Investment Management
Massachusetts
– -$476K -18,401 Closed
CAN
70
Cetera Advisor Networks
California
– -$369K -14,248 Closed
ICOA
71
Investment Centers of America
North Dakota
– -$337K -12,991 Closed
IH
72
IFC Holdings
Florida
– -$292K -11,272 Closed
PFS
73
Prospera Financial Services
Texas
– -$283K -10,956 Closed
Millennium Management
74
Millennium Management
New York
– -$240K -9,302 Closed
IPC
75
Independent Portfolio Consultants
Florida
– -$91K -3,530 Closed
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