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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

84 hedge funds and large institutions have $551M invested in First Trust Energy AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
84
Holders Change
+38
Holders Change %
+82.61%
% of All Funds
1.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
45
Increased
22
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$368M
2
Wells Fargo
2
Wells Fargo
California
$39.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$38.8M
4
Bank of America
4
Bank of America
North Carolina
$11.6M
5
UBS Group
5
UBS Group
Switzerland
$10.3M

Top Sellers

1
1W
1
1776 Wealth
Georgia
$312K
2
BAM
2
Bellevue Asset Management
Washington
$104K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$185K
4
ACM
4
AlphaStar Capital Management
North Carolina
$0
5
SFG
5
StrategIQ Financial Group
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
51
SignalPoint Asset Management
Missouri
$152K 23,117 -504 -2%
CA
52
Claro Advisors
Massachusetts
$137K 20,894 +20,894 New
Citigroup
53
Citigroup
New York
$136K 20,747 +18,482 +816%
BRWM
54
B. Riley Wealth Management
Tennessee
$123K 18,786 -1,962 -9%
BAM
55
Bellevue Asset Management
Washington
$104K 15,770 -29,558 -65%
ABC
56
Associated Banc-Corp
Wisconsin
$96K 14,544 – –
CWM
57
Cornerstone Wealth Management
Missouri
$94K 14,273 +14,273 New
VFA
58
Voya Financial Advisors
Connecticut
$84K 13,080 +13,080 New
Millennium Management
59
Millennium Management
New York
$72K 11,020 +11,020 New
KWM
60
Kingsview Wealth Management
Oregon
$69K 10,450 +10,450 New
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$68K 5,916 – –
RIA
62
Regal Investment Advisors
Michigan
$68K 10,384 +10,384 New
CFGS
63
Concourse Financial Group Securities
Alabama
$62K 9,360 +3,257 +53%
PAG
64
Private Advisor Group
New Jersey
$48K 7,316 +7,316 New
AWA
65
Arkadios Wealth Advisors
Georgia
$29K 4,504 +4,134 +1,117%
SPIA
66
Steward Partners Investment Advisory
New York
$28K 4,213 -8,499 -67%
GWM
67
Geneos Wealth Management
Colorado
$25K 4,062 +9 +0.2%
AP
68
Atwood & Palmer
Missouri
$22K 3,400 +3,400 New
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$20K 3,100 +3,100 New
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$17K 2,526 -388 -13%
FWM
71
Focused Wealth Management
New York
$9K 1,354 -222 -14%
APA
72
American Portfolios Advisors
New York
$7.12K 1,084 +1,000 +1,190%
SFS
73
Sowell Financial Services
Arkansas
$6K 988 -153 -13%
CFA
74
Carroll Financial Associates
North Carolina
$5K 900 – –
CIAS
75
Capital Investment Advisory Services
North Carolina
$4K 607 – –
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