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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

84 hedge funds and large institutions have $114M invested in First Trust Energy AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 18 increasing their positions, 33 reducing their positions, and 22 closing their positions.

Holders
84
Holders Change
–
Holders Change %
0%
% of All Funds
1.87%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
18
Reduced
33
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$19.9M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$4.5M
3
CG
3
Colony Group
Massachusetts
$2.49M
4
VF
4
Virtu Financial
New York
$2.27M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.47M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$8.5M
2
NA
2
Navellier & Associates
Nevada
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$20.1M
4
RJA
4
Raymond James & Associates
Florida
$4.92M
5
BCM
5
Barometer Capital Management
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SI
51
Stephens Inc
Arkansas
$132K 11,453 +11,453 New
HighTower Advisors
52
HighTower Advisors
Illinois
$130K 11,282 -149,653 -93%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$127K 11,096 -2,929 -21%
BTS
54
BB&T Securities
Virginia
$118K 10,266 -20,578 -67%
CFGS
55
Concourse Financial Group Securities
Alabama
$113K 9,846 +5,913 +150%
William Blair & Company
56
William Blair & Company
Illinois
$86K 3,082 – –
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$81K 7,000 – –
AIC
58
Ameritas Investment Company
Nebraska
$72K 6,265 +6,265 New
FWM
59
Focused Wealth Management
New York
$69K 5,954 -211,549 -97%
CWA
60
Clarus Wealth Advisors
Arizona
$52K 4,478 – –
WTC
61
WhitTier Trust Company
Nevada
$46K 4,000 – –
NWM
62
Northwest Wealth Management
Iowa
$27K 2,329 – –
CIAS
63
Capital Investment Advisory Services
North Carolina
$24K 2,066 +2,066 New
WCM
64
WealthBridge Capital Management
Ohio
$23K 1,972 +1,972 New
CA
65
Claro Advisors
Massachusetts
$21K 1,200 +1,200 New
NFG
66
Next Financial Group
Texas
$19K 1,675 +1,675 New
DWM
67
Doyle Wealth Management
Florida
$17K 1,448 +1,448 New
IA
68
IFP Advisors
Florida
$16K 1,378 -4,952 -78%
RFM
69
Royal Fund Management
Florida
$12K 1,093 – –
GWM
70
Geneos Wealth Management
Colorado
$11K 1,004 +215 +27%
CFA
71
Carroll Financial Associates
North Carolina
$11K 900 +900 New
PCG
72
Private Capital Group
Connecticut
$9K 741 – –
APA
73
American Portfolios Advisors
New York
$8.45K 734 +284 +63%
BTNA
74
Bremer Trust National Association
Minnesota
$7K 578 +578 New
WP
75
WealthShield Partners
North Carolina
$6K 508 -15,343 -97%
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3
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