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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

102 hedge funds and large institutions have $260M invested in First Trust Energy AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 25 reducing their positions, and 12 closing their positions.

Holders
102
Holders Change
+4
Holders Change %
+4.08%
% of All Funds
1.78%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
17
Increased
48
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.8M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$9.63M
3
FMP
3
Financial Management Professionals
Texas
$5.8M
4
Wells Fargo
4
Wells Fargo
California
$25.6M
5
FEG
5
Financial Enhancement Group
Indiana
$3.69M

Top Sellers

1
IA
1
IFP Advisors
Florida
$560K
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
SAM
3
Synergy Asset Management
Washington
$0
4
CFG
4
CMC Financial Group
Georgia
$0
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$1.97M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$383K 33,564 +4,077 +14%
PA
52
PFG Advisors
Arizona
$378K 33,168 +291 +0.9%
DWMG
53
DB Wealth Management Group
California
$357K 31,319 +202 +0.6%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$341K 29,883 +29,883 New
CFGS
55
Concourse Financial Group Securities
Alabama
$329K 28,868 +984 +4%
PMG
56
ProVise Management Group
Florida
$319K 27,939 +1,440 +5%
SPC
57
Sigma Planning Corp
Michigan
$314K 27,546 -6,881 -20%
TRCT
58
Tower Research Capital (TRC)
New York
$307K 26,901 +10,098 +60%
SAM
59
SignalPoint Asset Management
Missouri
$304K 26,653 -11 -0%
MW
60
Marks Wealth
Maryland
$296K 25,983 -1,996 -7%
FPGK
61
Financial Partners Group (Kansas)
Kansas
$270K 23,690 +23,690 New
PAG
62
Private Advisor Group
New Jersey
$267K 23,410 +8,744 +60%
NA
63
NewEdge Advisors
Louisiana
$235K 20,622 +6,332 +44%
KAS
64
Kestra Advisory Services
Texas
$208K 18,253 +4,272 +31%
HFS
65
Howard Financial Services
Texas
$203K 17,760 +3,963 +29%
Citigroup
66
Citigroup
New York
$199K 17,464 +15,954 +1,057%
MML Investors Services
67
MML Investors Services
Massachusetts
$176K 15,407 +15,407 New
IWM
68
IHT Wealth Management
Illinois
$151K 13,206 -7,577 -36%
MIAN
69
Mariner Independent Advisor Network
Kansas
$148K 12,958 -46,166 -78%
TI
70
tru Independence
Oregon
$134K 11,756 +5 +0%
SG
71
StoneX Group
New York
$123K 10,769 +152 +1%
BRWA
72
B. Riley Wealth Advisors
Florida
$120K 10,451 +10,451 New
S
73
SignatureFD
Georgia
$103K 9,000 -805 -8%
BEI
74
Benjamin Edwards Inc
Missouri
$92K 8,048 -716 -8%
GRP
75
Global Retirement Partners
California
$87K 7,623 +7,623 New
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3
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