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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

150 hedge funds and large institutions have $427M invested in First Trust Energy AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 56 reducing their positions, and 26 closing their positions.

Holders
150
Holders Change
-3
Holders Change %
-1.96%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
49
Reduced
56
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$123M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.57M
3
PG
3
Prostatis Group
Maryland
$6.31M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.86M
5
UBS Group
5
UBS Group
Switzerland
$31.6M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$47.7M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6.46M
3
DADC
3
D.A. Davidson & Co
Montana
$3.39M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.73M
5
Truist Financial
5
Truist Financial
North Carolina
$735K
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
51
AE Wealth Management
Kansas
$756K 45,912 -4,577 -9%
KNW
52
Kesler Norman & Wride
Utah
$743K 44,504 -105 -0.2%
CAG
53
Csenge Advisory Group
Florida
$737K 44,170 -6,452 -13%
Truist Financial
54
Truist Financial
North Carolina
$735K 44,025 -282,388 -87%
SPC
55
Sigma Planning Corp
Michigan
$703K 42,101 -52,913 -56%
OIA
56
OneDigital Investment Advisors
Kansas
$696K 41,699 -1,351 -3%
IA
57
IFP Advisors
Florida
$674K 40,409 -9,355 -19%
Thrivent Financial for Lutherans
58
Thrivent Financial for Lutherans
Minnesota
$664K 39,813 -267 -0.7%
IAIM
59
International Assets Investment Management
Florida
$624K 37,365 +37,365 New
JCFM
60
JBR Co Financial Management
Oklahoma
$621K 37,186 +37,186 New
Renaissance Technologies
61
Renaissance Technologies
New York
$604K 36,200 +25,600 +242%
TI
62
Trexquant Investment
Connecticut
$587K 35,183 +17,199 +96%
MCM
63
Monument Capital Management
Virginia
$545K 32,677 +4,057 +14%
D.E. Shaw & Co
64
D.E. Shaw & Co
New York
$541K 32,399 +32,399 New
CA
65
Cetera Advisors
Colorado
$539K 32,278 +2,233 +7%
SPIA
66
Steward Partners Investment Advisory
New York
$525K 31,433 -413 -1%
Jane Street
67
Jane Street
New York
$515K 30,873 +30,873 New
Bank of New York Mellon
68
Bank of New York Mellon
New York
$509K 30,488 +671 +2%
CF
69
Centaurus Financial
California
$503K 30,146 -310 -1%
SFPG
70
Stonebridge Financial Planning Group
Florida
$469K 28,079 -32,279 -53%
RFWA
71
RPg Family Wealth Advisory
Massachusetts
$462K 27,686 +2,450 +10%
CFD
72
Creative Financial Designs
Indiana
$443K 26,569 +466 +2%
GAA
73
Global Assets Advisory
Florida
$399K 23,649 +289 +1%
KPWS
74
Kestra Private Wealth Services
Texas
$393K 23,570 -99,406 -81%
HI
75
Harbour Investments
Wisconsin
$389K 23,314 +2,231 +11%
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