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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

133 hedge funds and large institutions have $352M invested in First Trust Energy AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 58 reducing their positions, and 25 closing their positions.

Holders
133
Holders Change
-12
Holders Change %
-8.28%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
39
Reduced
58
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GS
1
GTS Securities
New York
$3.61M
2
LPL Financial
2
LPL Financial
California
$44.6M
3
Millennium Management
3
Millennium Management
New York
$2.92M
4
HF
4
HRT Financial
New York
$1.97M
5
PWA
5
PCG Wealth Advisors
Kansas
$5.38M

Top Sellers

1
GAA
1
Global Assets Advisory
Florida
$0
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$0
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$0
4
TWM
4
Trinity Wealth Management
Pennsylvania
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$56.8M
Name Market Value Shares Shares
Change 		Shares
Change %
OFS
51
OneAscent Financial Services
Alabama
$672K 36,927 +36,927 New
AWS
52
Atria Wealth Solutions
New York
$655K 36,005 -18,736 -34%
JCFM
53
JBR Co Financial Management
Oklahoma
$553K 30,404 -1,060 -3%
SAM
54
SignalPoint Asset Management
Missouri
$546K 30,015 +8,486 +39%
WEG
55
World Equity Group
Illinois
$509K 27,974 -89,584 -76%
Citigroup
56
Citigroup
New York
$509K 27,974 -19,211 -41%
NA
57
Navellier & Associates
Nevada
$466K 25,621 +505 +2%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$451K 24,777 +1,575 +7%
RFWA
59
RPg Family Wealth Advisory
Massachusetts
$446K 24,527 +2,001 +9%
HI
60
Harbour Investments
Wisconsin
$440K 24,189 +1,921 +9%
SPIA
61
Steward Partners Investment Advisory
New York
$420K 23,092 -1,007 -4%
CF
62
Centaurus Financial
California
$391K 21,498 -2,890 -12%
CCA
63
Cottonwood Capital Advisors
Utah
$381K 21,488 – –
1W
64
1776 Wealth
Georgia
$366K 20,100 – –
SFPG
65
Stonebridge Financial Planning Group
Florida
$349K 19,188 -2,655 -12%
BCP
66
Blackhawk Capital Partners
Wisconsin
$321K 17,624 -560 -3%
HA
67
HFG Advisors
Ohio
$313K 17,179 -2,000 -10%
LFAS
68
Level Four Advisory Services
Texas
$302K 16,614 -2,581 -13%
KPWS
69
Kestra Private Wealth Services
Texas
$302K 16,610 -3,272 -16%
AWM
70
AE Wealth Management
Kansas
$297K 16,336 -3,966 -20%
RFG
71
REAP Financial Group
Texas
$295K 16,222 -2,821 -15%
PFG
72
Prosperity Financial Group
California
$288K 15,832 -675 -4%
CIBC World Market
73
CIBC World Market
Ontario, Canada
$284K 15,606 +668 +4%
WW
74
Waterfront Wealth
Kansas
$271K 14,905 +14,905 New
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$269K 14,802 +1,250 +9%
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