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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

133 hedge funds and large institutions have $289M invested in First Trust Energy AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 51 increasing their positions, 20 reducing their positions, and 13 closing their positions.

Holders
133
Holders Change
+34
Holders Change %
+34.34%
% of All Funds
2.05%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
47
Increased
51
Reduced
20
Closed
13
Calls
–
Puts
$253K
Net Calls
-$253K
Net Calls Change
-$253K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$50.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$41.8M
3
Bank of America
3
Bank of America
North Carolina
$13.1M
4
Stifel Financial
4
Stifel Financial
Missouri
$5.57M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.24M

Top Sellers

1
SAM
1
Synergy Asset Management
Washington
$0
2
SL
2
Savior LLC
Massachusetts
$1.61M
3
RJA
3
Raymond James & Associates
Florida
$14.4M
4
TCWM
4
Total Clarity Wealth Management
Illinois
$31K
5
CA
5
Cetera Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RFWA
51
RPg Family Wealth Advisory
Massachusetts
$527K 44,239 – –
PFS
52
Prospera Financial Services
Texas
$503K 42,181 +1,077 +3%
FTUS
53
Flow Traders U.S.
New York
$478K 40,116 +40,116 New
Jane Street
54
Jane Street
New York
$473K 39,650 +39,650 New
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$460K 38,601 +27,612 +251%
LS
56
Leelyn Smith
Illinois
$454K 38,052 +38,052 New
OIA
57
OneDigital Investment Advisors
Kansas
$440K 36,877 +557 +2%
CFGS
58
Concourse Financial Group Securities
Alabama
$423K 35,512 -2,622 -7%
1W
59
1776 Wealth
Georgia
$395K 33,150 -1,000 -3%
SPIA
60
Steward Partners Investment Advisory
New York
$366K 30,696 -1,137 -4%
LFAS
61
Level Four Advisory Services
Texas
$355K 29,781 +227 +0.8%
TRCT
62
Tower Research Capital (TRC)
New York
$338K 28,337 +28,337 New
SCA
63
Snowden Capital Advisors
New York
$335K 28,122 +28,122 New
FPGK
64
Financial Partners Group (Kansas)
Kansas
$319K 23,690 – –
CCA
65
Cottonwood Capital Advisors
Utah
$316K 26,500 +26,500 New
DADC
66
D.A. Davidson & Co
Montana
$295K 24,706 +5,555 +29%
SAM
67
SignalPoint Asset Management
Missouri
$293K 24,584 -69 -0.3%
GIA
68
Gladstone Institutional Advisory
Florida
$247K 20,728 +20,728 New
EAM
69
Empirical Asset Management
Massachusetts
$245K 20,545 +20,545 New
SG
70
StoneX Group
New York
$245K 20,544 +7,997 +64%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$236K 19,833 +853 +4%
AC
72
Anson Capital
Georgia
$226K 19,648 +19,648 New
BRWA
73
B. Riley Wealth Advisors
Florida
$223K 18,688 +7,341 +65%
PFA
74
Pinnacle Family Advisors
Missouri
$216K 18,141 +18,141 New
SCFS
75
S.C. Financial Services
Arizona
$213K 16,234 +16,234 New
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