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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

82 hedge funds and large institutions have $1.1B invested in First Trust Energy AlphaDEX Fund in 2016 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+32
Holders Change %
+64%
% of All Funds
2.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
40
Increased
27
Reduced
9
Closed
8
Calls
–
Puts
$141K
Net Calls
-$141K
Net Calls Change
-$141K

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$660M
2
Morgan Stanley
Morgan Stanley
New York
$124M
3
Wells Fargo
Wells Fargo
California
$87M
4
Bank of America
Bank of America
North Carolina
$42.7M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$22.8M

Top Sellers

1
CCS
Crosspoint Capital Strategies
California
$0
2
CS
Credit Suisse
Switzerland
$0
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
SAM
SignalPoint Asset Management
Missouri
$2.91M
5
VKH
Virtu KCG Holdings
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
51
WealthTrust Fairport
Ohio
$436K +$436K +30,900 New
AGM
52
Alpine Global Management
New York
$339K +$339K +24,000 New
ICOA
53
Investment Centers of America
North Dakota
$292K +$42.8K +3,016 +17%
PFS
54
Prospera Financial Services
Texas
$288K +$288K +20,419 New
NPC
55
National Planning Corporation
California
$278K +$278K +18,801 New
LTFS
56
Ladenburg Thalmann Financial Services
Florida
$273K +$15K +1,063 +6%
BRWM
57
B. Riley Wealth Management
Tennessee
$259K – – –
HF
58
HRT Financial
New York
$251K +$251K +17,820 New
FHC
59
First Heartland Consultants
Missouri
$226K +$226K +15,987 New
RCAG
60
Rehmann Capital Advisory Group
Michigan
$225K +$225K +15,900 New
FIM
61
Freedom Investment Management
Connecticut
$218K -$151K -10,720 -41%
AI
62
Atria Investments
North Carolina
$207K +$207K +14,675 New
Verition Fund Management
63
Verition Fund Management
Connecticut
$202K +$202K +14,300 New
WS
64
Wedbush Securities
California
$192K +$192K +13,610 New
FAM
65
Formidable Asset Management
Ohio
$170K -$147K -9,600 -46%
ACM
66
Argentus Capital Management
Texas
$156K +$156K +11,077 New
TRCT
67
Tower Research Capital (TRC)
New York
$94K -$520K -36,791 -85%
WA
68
WFG Advisors
Texas
$68K +$19.5K +1,375 +40%
PFBT
69
Parkside Financial Bank & Trust
Missouri
$41K +$41K +2,915 New
NFG
70
Next Financial Group
Texas
$36K – – –
ST
71
Spot Trading
Illinois
$34K +$34K +2,376 New
GWM
72
Geneos Wealth Management
Colorado
$20K +$20K +1,508 New
IA
73
IFP Advisors
Florida
$19K -$124K -9,760 -87%
IWM
74
Integrated Wealth Management
California
$15K – – –
JFGIW
75
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9K -$6.38K -467 -41%
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