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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

165 hedge funds and large institutions have $1.37B invested in First Trust Energy AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 69 increasing their positions, 61 reducing their positions, and 17 closing their positions.

Holders
165
Holders Change
+1
Holders Change %
+0.61%
% of All Funds
2.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
19
Increased
69
Reduced
61
Closed
17
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
+$3K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$617M
2
NC
2
NewSquare Capital
Pennsylvania
$15.4M
3
VCM
3
Virtue Capital Management
Tennessee
$14.2M
4
SI
4
Stephens Inc
Arkansas
$3.63M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$18.8M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$113M
2
Bank of America
2
Bank of America
North Carolina
$26.2M
3
SMF
3
Sterling Manor Financial
New York
$0
4
NA
4
Navellier & Associates
Nevada
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$3.56M
Name Market Value Shares Shares
Change 		Shares
Change %
TWM
51
Trinity Wealth Management
Pennsylvania
$2.12M 135,596 +4,001 +3%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$2.09M 133,714 +2,095 +2%
RA
53
RiverTree Advisors
Florida
$2.06M 131,922 +131,922 New
GWM
54
Geneos Wealth Management
Colorado
$1.82M 116,587 +106,363 +1,040%
AAS
55
Avantax Advisory Services
Texas
$1.64M 105,266 +841 +0.8%
AWM
56
AE Wealth Management
Kansas
$1.63M 104,569 +57,392 +122%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$1.34M 85,722 +57,517 +204%
MFG
58
Merit Financial Group
Georgia
$1.29M 82,387 +82,387 New
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$1.28M 81,886 +30,382 +59%
OC
60
Oppenheimer & Co
New York
$1.23M 78,540 -81,880 -51%
BCM
61
Brookstone Capital Management
Illinois
$1.21M 71,104 +56,981 +403%
KPWS
62
Kestra Private Wealth Services
Texas
$1.19M 76,416 +840 +1%
Jane Street
63
Jane Street
New York
$1.1M 70,725 -7,474 -10%
CA
64
CoreCap Advisors
Michigan
$1.08M 68,885 +22,447 +48%
OBWG
65
Onyx Bridge Wealth Group
New York
$1.04M 60,674 -15,307 -20%
CWM
66
Concentrum Wealth Management
California
$1.03M 65,940 -2,772 -4%
CF
67
Centaurus Financial
California
$979K 62,694 -776 -1%
BCM
68
Barometer Capital Management
Ontario, Canada
$941K 60,300 +60,300 New
SCA
69
Snowden Capital Advisors
New York
$913K 58,523 +27,087 +86%
TWM
70
TriaGen Wealth Management
California
$906K 58,017 +552 +1%
VAS
71
Vestmark Advisory Solutions
Massachusetts
$881K 56,417 +32,608 +137%
TRCT
72
Tower Research Capital (TRC)
New York
$880K 56,341 -41,511 -42%
CA
73
Cetera Advisors
Colorado
$855K 54,789 -5,038 -8%
HI
74
Harbour Investments
Wisconsin
$847K 57,393 – –
ARC
75
Advisor Resource Council
Texas
$819K 52,455 +52,455 New
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