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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

71 hedge funds and large institutions have $62.4M invested in First Trust Energy AlphaDEX Fund in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 17 closing their positions.

Holders
71
Holders Change
-2
Holders Change %
-2.74%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
17
Reduced
25
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.31M
2
VF
2
Virtu Financial
New York
$1.54M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$778K
4
PFS
4
Prospera Financial Services
Texas
$517K
5
Bank of America
5
Bank of America
North Carolina
$8.35M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$9.58M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$0
3
Ameriprise
3
Ameriprise
Minnesota
$863K
4
WAS
4
Winch Advisory Services
Wisconsin
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$12.8M
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
51
Doyle Wealth Management
Florida
$17K 1,450 +1,450 New
GWM
52
Geneos Wealth Management
Colorado
$16K 1,463 – –
Deutsche Bank
53
Deutsche Bank
Germany
$14K 1,238 +1,238 New
William Blair & Company
54
William Blair & Company
Illinois
$12K 419 -400 -49%
RFM
55
Royal Fund Management
Florida
$12K 1,093 – –
CFA
56
Carroll Financial Associates
North Carolina
$10K 900 – –
NC
57
NewSquare Capital
Pennsylvania
$9K 812 +375 +86%
CIAS
58
Capital Investment Advisory Services
North Carolina
$7K 607 – –
APA
59
American Portfolios Advisors
New York
$6.13K 534 – –
WP
60
WealthShield Partners
North Carolina
$6K 508 – –
RIA
61
Realta Investment Advisors
Delaware
$6K 494 +494 New
CFA
62
Camarda Financial Advisors
Florida
$6K 517 +517 New
CAC
63
Certified Advisory Corp
Florida
$5K 437 +437 New
CA
64
Crewe Advisors
Utah
$4K 326 – –
TFA
65
Transamerica Financial Advisors
Florida
$4K 329 +329 New
GRP
66
Global Retirement Partners
California
$3K 252 +252 New
FGAM
67
Financial Gravity Asset Management
Texas
$1K 102 -41 -29%
NFG
68
Next Financial Group
Texas
$1K 48 +48 New
BCI
69
Brinker Capital Investments
Pennsylvania
– – -391,000 Closed
WAS
70
Winch Advisory Services
Wisconsin
– – -206,551 Closed
WI
71
Wintrust Investments
Illinois
– – -77,280 Closed
Jane Street
72
Jane Street
New York
– – -42,527 Closed
MML Investors Services
73
MML Investors Services
Massachusetts
– – -18,948 Closed
KWM
74
Kingsview Wealth Management
Oregon
– – -15,506 Closed
TSS
75
Two Sigma Securities
New York
– – -14,976 Closed
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