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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

68 hedge funds and large institutions have $109M invested in First Trust Energy AlphaDEX Fund in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 36 reducing their positions, and 13 closing their positions.

Holders
68
Holders Change
-10
Holders Change %
-12.82%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
18
Reduced
36
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$5.02M
2
FAM
2
Flaharty Asset Management
Florida
$3.17M
3
IWM
3
IHT Wealth Management
Illinois
$1.71M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.32M
5
VF
5
Virtu Financial
New York
$1.44M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$7.98M
2
Wells Fargo
2
Wells Fargo
California
$15.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$20.7M
4
Ameriprise
4
Ameriprise
Minnesota
$1.51M
5
AIM
5
Astor Investment Management
Illinois
$2.06M
Name Market Value Shares Shares
Change 		Shares
Change %
RFWA
51
RPg Family Wealth Advisory
Massachusetts
$66.1K 4,604 +841 +22%
NFG
52
Next Financial Group
Texas
$32K 2,235 – –
FHA
53
First Horizon Advisors
Tennessee
$26K 1,850 – –
SPIA
54
Steward Partners Investment Advisory
New York
$17K 1,206 +722 +149%
GWM
55
Geneos Wealth Management
Colorado
$16K 1,122 +106 +10%
TFA
56
Transamerica Financial Advisors
Florida
$10K 658 – –
RFM
57
Royal Fund Management
Florida
$10K 733 – –
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$9K 637 – –
FCMT
59
Founders Capital Management (Texas)
Texas
$9K 610 – –
PMFA
60
Plante Moran Financial Advisors
Michigan
$6K 450 +450 New
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$5K 330 -23,838 -99%
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$5K 334 -852 -72%
MWM
63
MinichMacGregor Wealth Management
New York
$4K 346 +64 +23%
NC
64
NewSquare Capital
Pennsylvania
$3K 231 +231 New
ACM
65
Aviance Capital Management
Florida
$2K 117 -188 -62%
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2K 162 -67 -29%
ASN
67
Advisory Services Network
Georgia
$1K 100 -275 -73%
BRWA
68
B. Riley Wealth Advisors
Florida
– – -29,331 Closed
FAAS
69
First Allied Advisory Services
California
– – -20,111 Closed
HighTower Advisors
70
HighTower Advisors
Illinois
– – -19,595 Closed
UCFA
71
United Capital Financial Advisors
Texas
– – -17,952 Closed
CC
72
Cedar Capital
Illinois
– – -16,746 Closed
FAM
73
Formidable Asset Management
Ohio
– – -10,380 Closed
SEI Investments
74
SEI Investments
Pennsylvania
– – -2,000 Closed
DADC
75
D.A. Davidson & Co
Montana
– – -1,945 Closed
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