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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

99 hedge funds and large institutions have $188M invested in First Trust Energy AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 36 reducing their positions, and 17 closing their positions.

Holders
99
Holders Change
-3
Holders Change %
-2.94%
% of All Funds
1.74%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
15
Increased
31
Reduced
36
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.06M
2
SAM
2
Synergy Asset Management
Washington
$4.72M
3
FWA
3
FOCUS Wealth Advisors
Texas
$3.33M
4
LPL Financial
4
LPL Financial
California
$17.2M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$3.1M

Top Sellers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$26.5M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.42M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.51M
5
NA
5
Navellier & Associates
Nevada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FPGK
51
Financial Partners Group (Kansas)
Kansas
$272K 23,690 – –
DADC
52
D.A. Davidson & Co
Montana
$220K 19,151 +19,151 New
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$218K 18,980 -18,071 -49%
Renaissance Technologies
54
Renaissance Technologies
New York
$194K 16,900 +16,900 New
PMG
55
ProVise Management Group
Florida
$190K 16,540 -11,399 -41%
MML Investors Services
56
MML Investors Services
Massachusetts
$190K 16,524 +1,117 +7%
IA
57
Insight Advisors
Pennsylvania
$165K 13,000 +13,000 New
SPC
58
Sigma Planning Corp
Michigan
$163K 14,199 -13,347 -48%
BEI
59
Benjamin Edwards Inc
Missouri
$147K 12,777 +4,729 +59%
GTAM
60
Global Trust Asset Management
Florida
$146K 12,720 +12,720 New
HFS
61
Howard Financial Services
Texas
$145K 12,608 -5,152 -29%
SG
62
StoneX Group
New York
$144K 12,547 +1,778 +17%
TI
63
tru Independence
Oregon
$135K 11,771 +15 +0.1%
BRWA
64
B. Riley Wealth Advisors
Florida
$131K 11,347 +896 +9%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$126K 10,989 +10,989 New
KPWS
66
Kestra Private Wealth Services
Texas
$122K 10,646 +10,646 New
FMP
67
Financial Management Professionals
Texas
$97K 8,445 -499,598 -98%
GRP
68
Global Retirement Partners
California
$88K 7,623 – –
AWA
69
Arkadios Wealth Advisors
Georgia
$65K 5,744 +16 +0.3%
GWM
70
Geneos Wealth Management
Colorado
$50K 4,279 -373 -8%
Barclays
71
Barclays
United Kingdom
$43K 3,712 -99 -3%
MIM
72
MTM Investment Management
South Carolina
$31K 2,690 – –
Koshinski Asset Management
73
Koshinski Asset Management
Illinois
$29.4K 2,564 +2,564 New
CAL
74
Capital Analysts LLC
Pennsylvania
$24K 2,100 +200 +11%
BAM
75
Bellevue Asset Management
Washington
$23K 1,942 – –
1 2
3
4 5