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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

189 hedge funds and large institutions have $1.61B invested in First Trust Energy AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 84 increasing their positions, 56 reducing their positions, and 13 closing their positions.

Holders
189
Holders Change
+24
Holders Change %
+14.55%
% of All Funds
3.05%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
39
Increased
84
Reduced
56
Closed
13
Calls
$179K
Puts
–
Net Calls
+$179K
Net Calls Change
+$176K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$710M
2
LPL Financial
2
LPL Financial
California
$60.1M
3
AWM
3
AE Wealth Management
Kansas
$14.7M
4
Wells Fargo
4
Wells Fargo
California
$135M
5
Morgan Stanley
5
Morgan Stanley
New York
$125M

Top Sellers

1
NC
1
NewSquare Capital
Pennsylvania
$5.7M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$3.98M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$11.8M
4
AFM
4
Andesa Financial Management
Pennsylvania
$1.02M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$520K
Name Market Value Shares Shares
Change 		Shares
Change %
TWM
51
Trinity Wealth Management
Pennsylvania
$2.33M 136,430 +834 +0.6%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$2.25M 131,769 +46,047 +54%
Goldman Sachs
53
Goldman Sachs
New York
$2.09M 122,320 -16,656 -12%
VWA
54
Visionary Wealth Advisors
Illinois
$2.09M 122,248 +122,248 New
AWS
55
Atria Wealth Solutions
New York
$2.08M 121,717 -24,297 -17%
GWM
56
Geneos Wealth Management
Colorado
$1.97M 115,480 -1,107 -0.9%
RA
57
RiverTree Advisors
Florida
$1.89M 110,323 -21,599 -16%
Qube Research & Technologies (QRT)
58
Qube Research & Technologies (QRT)
United Kingdom
$1.75M 102,111 -95,978 -48%
GIA
59
Gladstone Institutional Advisory
Florida
$1.68M 98,132 +85,596 +683%
SCA
60
Snowden Capital Advisors
New York
$1.64M 95,929 +37,406 +64%
KPWS
61
Kestra Private Wealth Services
Texas
$1.61M 94,291 +17,875 +23%
VAS
62
Vestmark Advisory Solutions
Massachusetts
$1.6M 93,599 +37,182 +66%
TFA
63
Transamerica Financial Advisors
Florida
$1.59M 93,154 -56,939 -38%
CA
64
CoreCap Advisors
Michigan
$1.59M 93,009 +24,124 +35%
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$1.56M 91,151 +9,265 +11%
WEG
66
World Equity Group
Illinois
$1.53M 89,800 +89,800 New
OC
67
Oppenheimer & Co
New York
$1.52M 89,232 +10,692 +14%
GA
68
Gateway Advisory
New Jersey
$1.48M 86,676 +86,676 New
MFG
69
Merit Financial Group
Georgia
$1.36M 79,350 -3,037 -4%
HI
70
Harbour Investments
Wisconsin
$1.23M 71,809 +14,416 +25%
CA
71
Cetera Advisors
Colorado
$1.15M 67,538 +12,749 +23%
CAN
72
Claraphi Advisory Network
United States
$1.15M 67,404 +32,601 +94%
CWM
73
Concentrum Wealth Management
California
$1.13M 66,388 +448 +0.7%
ATPW
74
Ashton Thomas Private Wealth
Arizona
$1.02M 59,918 +29,410 +96%
AFM
75
Andesa Financial Management
Pennsylvania
$1.02M 59,700 -166,010 -74%
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