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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

145 hedge funds and large institutions have $417M invested in First Trust Energy AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 67 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-5
Holders Change %
-3.33%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
44
Reduced
67
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GAA
Global Assets Advisory
Florida
$23.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.4M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$5.68M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$6.04M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$14.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$63M
2
PG
Prostatis Group
Maryland
$193K
3
Wells Fargo
Wells Fargo
California
$49.5M
4
NA
Navellier & Associates
Nevada
$470K
5
NA
NewEdge Advisors
Louisiana
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NS
51
NBC Securities
Alabama
$832K -$160K -8,533 -16%
Renaissance Technologies
52
Renaissance Technologies
New York
$822K +$144K +7,700 +21%
BRWA
53
B. Riley Wealth Advisors
Florida
$793K -$90K -5,167 -10%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$777K +$31.2K +1,665 +4%
Truist Financial
55
Truist Financial
North Carolina
$761K -$63.6K -3,397 -8%
Millennium Management
56
Millennium Management
New York
$726K +$726K +38,754 New
SPC
57
Sigma Planning Corp
Michigan
$689K -$99.6K -5,317 -13%
JCFM
58
JBR Co Financial Management
Oklahoma
$589K -$107K -5,722 -15%
Bank of New York Mellon
59
Bank of New York Mellon
New York
$548K -$23.1K -1,235 -4%
IA
60
IFP Advisors
Florida
$529K -$228K -12,156 -30%
Envestnet Portfolio Solutions
61
Envestnet Portfolio Solutions
Illinois
$511K +$110K +5,891 +28%
NA
62
Navellier & Associates
Nevada
$470K -$3.49M -186,473 -88%
CF
63
Centaurus Financial
California
$457K -$108K -5,758 -19%
SPIA
64
Steward Partners Investment Advisory
New York
$451K -$137K -7,334 -23%
IAIM
65
International Assets Investment Management
Florida
$444K -$261K -13,848 -37%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$435K +$228K +12,193 +111%
RFWA
67
RPg Family Wealth Advisory
Massachusetts
$422K -$96.6K -5,160 -19%
HI
68
Harbour Investments
Wisconsin
$417K -$19.6K -1,046 -4%
DC
69
Davenport & Co
Virginia
$411K +$411K +21,949 New
SFPG
70
Stonebridge Financial Planning Group
Florida
$409K -$117K -6,236 -22%
SAM
71
SignalPoint Asset Management
Missouri
$403K -$19.6K -1,049 -5%
BCI
72
Brinker Capital Investments
Pennsylvania
$403K +$63.7K +3,399 +19%
OPS
73
Orion Portfolio Solutions
Nebraska
$403K +$63.7K +3,399 +19%
CCA
74
Cottonwood Capital Advisors
Utah
$402K -$33.9K -1,814 -8%
AWM
75
AE Wealth Management
Kansas
$380K -$480K -25,610 -56%
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