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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

148 hedge funds and large institutions have $337M invested in First Trust Energy AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 73 reducing their positions, and 35 closing their positions.

Holders
148
Holders Change
-17
Holders Change %
-10.3%
% of All Funds
2.33%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
20
Increased
33
Reduced
73
Closed
35
Calls
–
Puts
$982K
Net Calls
-$982K
Net Calls Change
-$990K

Top Buyers

1
IAIM
1
International Assets Investment Management
Florida
$5.98M
2
AC
2
Avestar Capital
New York
$4.82M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$3.13M
4
CAS
4
Coppell Advisory Solutions
Texas
$2.39M
5
WEG
5
World Equity Group
Illinois
$1.73M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$31.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$47.6M
3
GLA
3
Good Life Advisors
Pennsylvania
$0
4
VCM
4
Virtue Capital Management
Tennessee
$0
5
RJA
5
Raymond James & Associates
Florida
$9.84M
Name Market Value Shares Shares
Change 		Shares
Change %
BRWA
51
B. Riley Wealth Advisors
Florida
$692K 44,231 -1,336 -3%
GWP
52
Gateway Wealth Partners
Wisconsin
$680K 43,462 +2,197 +5%
TI
53
Trexquant Investment
Connecticut
$669K 42,750 +42,750 New
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$595K 38,330 +100 +0.3%
MML Investors Services
55
MML Investors Services
Massachusetts
$567K 36,235 +14,248 +65%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$559K 35,755 -2,385 -6%
CA
57
CoreCap Advisors
Michigan
$551K 35,233 +35,233 New
AWS
58
Atria Wealth Solutions
New York
$539K 34,461 -8,444 -20%
Renaissance Technologies
59
Renaissance Technologies
New York
$519K 33,200 +33,200 New
HI
60
Harbour Investments
Wisconsin
$460K 29,393 -38,546 -57%
CFD
61
Creative Financial Designs
Indiana
$455K 29,099 +572 +2%
CF
62
Centaurus Financial
California
$443K 28,345 -17,065 -38%
CA
63
Cetera Advisors
Colorado
$437K 27,929 -4,301 -13%
LFAS
64
Level Four Advisory Services
Texas
$423K 27,053 – –
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$413K 26,396 -1,526 -5%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$399K 25,500 +25,500 New
HF
67
HRT Financial
New York
$388K 24,849 +24,849 New
SPIA
68
Steward Partners Investment Advisory
New York
$371K 23,717 -1,168 -5%
CCA
69
Cottonwood Capital Advisors
Utah
$364K 23,302 – –
1W
70
1776 Wealth
Georgia
$359K 22,950 – –
SAM
71
SignalPoint Asset Management
Missouri
$357K 22,823 +813 +4%
IAS
72
Insigneo Advisory Services
Florida
$356K 22,765 +9,065 +66%
RFWA
73
RPg Family Wealth Advisory
Massachusetts
$351K 22,448 -580 -3%
BCP
74
Blackhawk Capital Partners
Wisconsin
$337K 21,536 +3,225 +18%
FHC
75
First Heartland Consultants
Missouri
$327K 20,892 +2,321 +12%
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