FXN icon

First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

165 hedge funds and large institutions have $452M invested in First Trust Energy AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 91 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
-24
Holders Change %
-12.7%
% of All Funds
2.64%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
21
Increased
37
Reduced
91
Closed
41
Calls
$8K
Puts
–
Net Calls
+$8K
Net Calls Change
-$171K

Top Buyers

1
TC
1
TAP Consulting
Missouri
$2.22M
2
SPC
2
Sigma Planning Corp
Michigan
$5.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.78M
4
CAG
4
Csenge Advisory Group
Florida
$7.28M
5
SFPG
5
Stonebridge Financial Planning Group
Florida
$1.24M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$0
2
Wells Fargo
2
Wells Fargo
California
$57.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$59.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$15.3M
5
ODG
5
O'Dell Group
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
51
Harbour Investments
Wisconsin
$1.05M -$60.1K -3,870 -5%
RA
52
RiverTree Advisors
Florida
$944K -$768K -49,486 -45%
VWA
53
Visionary Wealth Advisors
Illinois
$840K -$1.06M -68,116 -56%
KNW
54
Kesler Norman & Wride
Utah
$739K -$167K -10,748 -18%
OIA
55
OneDigital Investment Advisors
Kansas
$714K -$43K -2,768 -6%
BRWA
56
B. Riley Wealth Advisors
Florida
$707K -$25.3K -1,633 -3%
CF
57
Centaurus Financial
California
$705K -$25.9K -1,670 -4%
AFM
58
Andesa Financial Management
Pennsylvania
$682K +$144K +15,938 +27%
AWS
59
Atria Wealth Solutions
New York
$666K -$1.22M -78,812 -65%
Millennium Management
60
Millennium Management
New York
$650K +$650K +41,905 New
GWP
61
Gateway Wealth Partners
Wisconsin
$640K -$117K -7,562 -15%
WEG
62
World Equity Group
Illinois
$613K -$6.16M -81,674 -91%
AWM
63
Apollon Wealth Management
South Carolina
$598K -$98.5K -6,345 -14%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$593K +$120K +7,725 +25%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$592K -$1.45M -93,629 -71%
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$585K -$70.7K -4,622 -11%
TSS
67
Two Sigma Securities
New York
$569K +$569K +36,686 New
FTUS
68
Flow Traders U.S.
New York
$556K +$556K +35,839 New
OWA
69
Outlook Wealth Advisors
Texas
$556K +$109K +7,021 +24%
AC
70
Anson Capital
Georgia
$549K +$192K +12,382 +54%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$508K -$22.6K -1,453 -4%
PFA
72
Pinnacle Family Advisors
Missouri
$503K +$24.7K +1,593 +5%
CA
73
Cetera Advisors
Colorado
$500K -$548K -35,308 -52%
Citigroup
74
Citigroup
New York
$478K +$85.9K +5,532 +22%
WI
75
Wintrust Investments
Illinois
$444K +$13.6K +879 +3%
1 2
3
4 5