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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

73 hedge funds and large institutions have $96.2M invested in First Trust Energy AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 35 reducing their positions, and 21 closing their positions.

Holders
73
Holders Change
-11
Holders Change %
-13.1%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
15
Reduced
35
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$4.8M
2
WAS
2
Winch Advisory Services
Wisconsin
$2.67M
3
RFWA
3
RPg Family Wealth Advisory
Massachusetts
$411K
4
ACM
4
AlphaStar Capital Management
North Carolina
$181K
5
NA
5
NewEdge Advisors
Louisiana
$156K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.8M
2
Bank of America
2
Bank of America
North Carolina
$8.97M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$0
4
Wells Fargo
4
Wells Fargo
California
$6.76M
5
CG
5
Colony Group
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ASN
51
Advisory Services Network
Georgia
$43K 3,323 +2,920 +725%
FWM
52
Focused Wealth Management
New York
$31K 2,370 -3,584 -60%
CA
53
Cetera Advisors
Colorado
$28K 2,143 +2,143 New
WCM
54
WealthBridge Capital Management
Ohio
$27K 2,233 +261 +13%
William Blair & Company
55
William Blair & Company
Illinois
$23K 819 -2,263 -73%
IA
56
IFP Advisors
Florida
$19K 1,500 +122 +9%
GWM
57
Geneos Wealth Management
Colorado
$18K 1,463 +459 +46%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$18K 1,388 +1,388 New
RFM
59
Royal Fund Management
Florida
$14K 1,093 – –
NWM
60
Northwest Wealth Management
Iowa
$13K 1,010 -1,319 -57%
CFA
61
Carroll Financial Associates
North Carolina
$11K 900 – –
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$11K 830 +830 New
CIAS
63
Capital Investment Advisory Services
North Carolina
$8K 607 -1,459 -71%
WP
64
WealthShield Partners
North Carolina
$7K 508 – –
APA
65
American Portfolios Advisors
New York
$6.91K 534 -200 -27%
NC
66
NewSquare Capital
Pennsylvania
$6K 437 – –
CA
67
Crewe Advisors
Utah
$4K 326 +326 New
AIC
68
Ameritas Investment Company
Nebraska
$3K 200 -6,065 -97%
FGAM
69
Financial Gravity Asset Management
Texas
$2K 143 +143 New
HCC
70
Hirtle Callaghan & Co
Pennsylvania
$1K 72 +72 New
Baird Financial Group
71
Baird Financial Group
Wisconsin
– – -259,558 Closed
CG
72
Colony Group
Massachusetts
– – -216,320 Closed
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
– – -214,474 Closed
Citadel Advisors
74
Citadel Advisors
Florida
– – -115,951 Closed
Renaissance Technologies
75
Renaissance Technologies
New York
– – -69,000 Closed
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