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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

125 hedge funds and large institutions have $236M invested in First Trust Energy AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 33 increasing their positions, 48 reducing their positions, and 16 closing their positions.

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
33
Reduced
48
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$11.6M
2
IAA
2
Independent Advisor Alliance
North Carolina
$2.99M
3
Jane Street
3
Jane Street
New York
$1.66M
4
MSWA
4
Marshall & Sterling Wealth Advisors
New York
$1.58M
5
MP
5
Moment Partners
California
$1.36M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.41M
2
LPL Financial
2
LPL Financial
California
$29.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$43.6M
4
Tudor Investment Corp
4
Tudor Investment Corp
Connecticut
$0
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$1.46M
Name Market Value Shares Shares
Change 		Shares
Change %
GAA
51
Global Assets Advisory
Florida
$384K 23,065 -584 -2%
CF
52
Centaurus Financial
California
$384K 23,472 +1,441 +7%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$369K 22,602 -1,311 -5%
CCA
54
Cottonwood Capital Advisors
Utah
$348K 21,322 – –
SAM
55
SignalPoint Asset Management
Missouri
$335K 20,493 -956 -4%
1W
56
1776 Wealth
Georgia
$328K 20,100 – –
AWS
57
Atria Wealth Solutions
New York
$284K 17,376 -16,089 -48%
LFAS
58
Level Four Advisory Services
Texas
$274K 16,790 +176 +1%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$263K 16,098 -20,860 -56%
PFG
60
Prosperity Financial Group
California
$262K 16,057 +83 +0.5%
KPWS
61
Kestra Private Wealth Services
Texas
$254K 15,555 +156 +1%
AA
62
Armis Advisers
Georgia
$245K 14,984 +14,984 New
HF
63
HRT Financial
New York
$244K 14,936 -30,705 -67%
WW
64
Waterfront Wealth
Kansas
$239K 14,635 -4,570 -24%
SPIA
65
Steward Partners Investment Advisory
New York
$236K 14,440 -3,696 -20%
HA
66
HFG Advisors
Ohio
$233K 14,240 -2,939 -17%
RFG
67
REAP Financial Group
Texas
$216K 13,227 +34 +0.3%
HI
68
Harbour Investments
Wisconsin
$208K 12,732 -3,876 -23%
MC
69
Moors & Cabot
Massachusetts
$205K 12,540 -391 -3%
AWM
70
AE Wealth Management
Kansas
$202K 12,353 -4,053 -25%
P
71
&Partners
Tennessee
$188K 11,195 +690 +7%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$179K 10,948 -9,441 -46%
SOS
73
Silver Oak Securities
Tennessee
$176K 10,919 +47 +0.4%
AI
74
Atria Investments
North Carolina
$176K 10,767 +10,767 New
WE
75
Wealth Effects
Massachusetts
$172K 10,500 – –
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3
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