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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

74 hedge funds and large institutions have $88.7M invested in First Trust Energy AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 14 closing their positions.

Holders
74
Holders Change
+9
Holders Change %
+13.85%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
21
Reduced
17
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.86M
2
Morgan Stanley
2
Morgan Stanley
New York
$15.5M
3
LPL Financial
3
LPL Financial
California
$5.02M
4
RJA
4
Raymond James & Associates
Florida
$3.95M
5
CA
5
Crumly & Associates
Illinois
$2.85M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$642K
2
Citadel Advisors
2
Citadel Advisors
Florida
$168K
3
Wells Fargo
3
Wells Fargo
California
$14.3M
4
UBS Group
4
UBS Group
Switzerland
$12.5M
5
TRCT
5
Tower Research Capital (TRC)
New York
$331K
Name Market Value Shares Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
$40K 5,000 +5,000 New
SPIA
52
Steward Partners Investment Advisory
New York
$32K 4,007 +1,756 +78%
AP
53
Atwood & Palmer
Missouri
$27K 3,400 – –
BAM
54
Bellevue Asset Management
Washington
$22K 2,519 -1,442 -36%
MIM
55
MTM Investment Management
South Carolina
$21K 2,690 +2,690 New
Citigroup
56
Citigroup
New York
$20K 2,509 -18,144 -88%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$9K 1,098 +1,098 New
SFS
58
Sowell Financial Services
Arkansas
$8K 988 – –
TWM
59
Tradition Wealth Management
Minnesota
$8K 1,000 +1,000 New
FWM
60
Focused Wealth Management
New York
$7K 821 -155 -16%
CFA
61
Carroll Financial Associates
North Carolina
$7K 900 – –
CIAS
62
Capital Investment Advisory Services
North Carolina
$5K 607 – –
AF
63
Advisornet Financial
Minnesota
$5K 628 +27 +4%
SPWG
64
Sage Private Wealth Group
Illinois
$5K 649 +649 New
William Blair & Company
65
William Blair & Company
Illinois
$3K 419 – –
DWMG
66
DB Wealth Management Group
California
$3K 331 +331 New
WEC
67
Winslow Evans & Crocker
Massachusetts
$3K 400 +400 New
BFEC
68
Benjamin F. Edwards & Company
Missouri
$2K 208 – –
TI
69
tru Independence
Oregon
$1.2K 29,528 +29,528 New
CAAS
70
Capital Asset Advisory Services
Michigan
$1K 103 – –
WB
71
Webster Bank
Connecticut
$1K 67 – –
LFG
72
Larson Financial Group
Missouri
$1K 184 +184 New
Millennium Management
73
Millennium Management
New York
– – -566,801 Closed
SAM
74
Secure Asset Management
Michigan
– – -275,721 Closed
Jane Street
75
Jane Street
New York
– – -248,917 Closed
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