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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

153 hedge funds and large institutions have $416M invested in First Trust Energy AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 57 reducing their positions, and 20 closing their positions.

Holders
153
Holders Change
+5
Holders Change %
+3.38%
% of All Funds
2.44%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
45
Reduced
57
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$73.8M
2
DADC
2
D.A. Davidson & Co
Montana
$9.26M
3
VAS
3
Vestmark Advisory Solutions
Massachusetts
$6.62M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13.3M
5
Truist Financial
5
Truist Financial
North Carolina
$5.69M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
PFG
3
Prosperity Financial Group
California
$259K
4
TRCT
4
Tower Research Capital (TRC)
New York
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$6.49M
Name Market Value Shares Shares
Change 		Shares
Change %
CAS
51
Coppell Advisory Solutions
Texas
$858K 50,216 -103,961 -67%
OL
52
Owen LaRue
Kentucky
$827K 47,500 +47,500 New
BRWA
53
B. Riley Wealth Advisors
Florida
$793K 45,521 +1,290 +3%
KNW
54
Kesler Norman & Wride
Utah
$777K 44,609 – –
Citigroup
55
Citigroup
New York
$758K 43,540 -2,109 -5%
OIA
56
OneDigital Investment Advisors
Kansas
$750K 43,050 -1,735 -4%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$711K 40,080 +1,750 +5%
MML Investors Services
58
MML Investors Services
Massachusetts
$573K 32,895 -3,340 -9%
SPIA
59
Steward Partners Investment Advisory
New York
$555K 31,846 +8,129 +34%
CF
60
Centaurus Financial
California
$531K 30,456 +2,111 +7%
CA
61
Cetera Advisors
Colorado
$523K 30,045 +2,116 +8%
Bank of New York Mellon
62
Bank of New York Mellon
New York
$519K 29,817 -5,938 -17%
MCM
63
Monument Capital Management
Virginia
$499K 28,620 +28,620 New
CFD
64
Creative Financial Designs
Indiana
$455K 26,103 -2,996 -10%
RFWA
65
RPg Family Wealth Advisory
Massachusetts
$440K 25,236 +2,788 +12%
GAA
66
Global Assets Advisory
Florida
$407K 23,360 +23,360 New
CCA
67
Cottonwood Capital Advisors
Utah
$406K 23,302 – –
1W
68
1776 Wealth
Georgia
$400K 22,950 – –
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$399K 22,927 -3,469 -13%
SAM
70
SignalPoint Asset Management
Missouri
$393K 22,571 -252 -1%
IAS
71
Insigneo Advisory Services
Florida
$391K 22,426 -339 -1%
LMKC
72
L.M. Kohn & Company
Ohio
$379K 21,745 +21,745 New
Envestnet Portfolio Solutions
73
Envestnet Portfolio Solutions
Illinois
$373K 21,412 +21,412 New
IWM
74
Iams Wealth Management
Nebraska
$372K 21,348 +21,348 New
HI
75
Harbour Investments
Wisconsin
$367K 21,083 -8,310 -28%
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