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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

59 hedge funds and large institutions have $478M invested in First Trust Energy AlphaDEX Fund in 2015 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 7 reducing their positions, and 15 closing their positions.

Holders
59
Holders Change
–
Holders Change %
0%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
17
Increased
31
Reduced
7
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$299M
2
PPA
2
Parametric Portfolio Associates
Washington
$38.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$11M
4
Morgan Stanley
4
Morgan Stanley
New York
$32.8M
5
BAAM
5
Baker Avenue Asset Management
California
$4.96M

Top Sellers

1
AIM
1
Astor Investment Management
Illinois
$0
2
BTS
2
BB&T Securities
Virginia
$3.51M
3
Bank of America
3
Bank of America
North Carolina
$10.1M
4
NA
4
Navellier & Associates
Nevada
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$4.37M
Name Market Value Shares Shares
Change 		Shares
Change %
WCM
51
Wealthcare Capital Management
Virginia
$12K 568 +568 New
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$11K 500 – –
WEC
53
Winslow Evans & Crocker
Massachusetts
$8.44K 400 -200 -33%
CTC
54
Central Trust Company
Missouri
$5K 250 – –
US Bancorp
55
US Bancorp
Minnesota
$3K 135 +135 New
W
56
Wealthfront
California
$2K 86 +86 New
HR
57
Howe & Rusling
New York
$1K 61 – –
JIC
58
Joel Isaacson & Co
New York
$1K 70 +70 New
AIM
59
Astor Investment Management
Illinois
– – -408,437 Closed
NA
60
Navellier & Associates
Nevada
– – -73,492 Closed
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
– – -51,377 Closed
Creative Planning
62
Creative Planning
Kansas
– – -45,000 Closed
TRCT
63
Tower Research Capital (TRC)
New York
– – -40,633 Closed
CS
64
Credit Suisse
Switzerland
– – -30,060 Closed
ACM
65
Aviance Capital Management
Florida
– – -28,602 Closed
Deutsche Bank
66
Deutsche Bank
Germany
– – -22,579 Closed
VKH
67
Virtu KCG Holdings
New York
– – -10,510 Closed
RCG
68
Ruggie Capital Group
Florida
– – -4,100 Closed
NPC
69
National Planning Corporation
California
– – -3,900 Closed
MAS
70
Madden Advisory Services
Florida
– – -3,225 Closed
BRWA
71
B. Riley Wealth Advisors
Florida
– – -2,140 Closed
FHA
72
First Horizon Advisors
Tennessee
– – -364 Closed
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
– – -100 Closed
BWA
74
Burt Wealth Advisors
Maryland
– – – –
Parallax Volatility Advisers
75
Parallax Volatility Advisers
California
$0 1 – –
1 2
3