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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

111 hedge funds and large institutions have $1.31B invested in First Trust Energy AlphaDEX Fund in 2016 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 9 closing their positions.

Holders
111
Holders Change
+16
Holders Change %
+16.84%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
26
Increased
43
Reduced
31
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$60M
2
UBS Group
2
UBS Group
Switzerland
$53.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$185M
4
ODG
4
O'Dell Group
Ohio
$6.97M
5
Wells Fargo
5
Wells Fargo
California
$132M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$597M
2
Wolverine Trading
2
Wolverine Trading
Illinois
$0
3
LPL Financial
3
LPL Financial
California
$12M
4
NC
4
NewSquare Capital
Pennsylvania
$15.5M
5
MFS
5
MSI Financial Services
Massachusetts
$23.5M
Name Market Value Shares Shares
Change 		Shares
Change %
ICOA
76
Investment Centers of America
North Dakota
$338K 20,418 -2,277 -10%
AI
77
Atria Investments
North Carolina
$301K 18,232 +7,413 +69%
CC
78
Cedar Capital
Illinois
$279K 16,849 +16,849 New
RCAG
79
Rehmann Capital Advisory Group
Michigan
$263K 15,900 – –
CA
80
Cetera Advisors
Colorado
$230K 13,961 +722 +5%
WS
81
Wedbush Securities
California
$208K 12,610 -4,007 -24%
NPC
82
National Planning Corporation
California
$206K 12,806 -679 -5%
Citigroup
83
Citigroup
New York
$205K 12,407 +1,902 +18%
SWM
84
Segment Wealth Management
Texas
$202K 12,229 +12,229 New
GW
85
GW & Wade
Massachusetts
$186K 11,254 – –
FAM
86
Formidable Asset Management
Ohio
$183K 11,080 – –
FA
87
Fortis Advisors
Pennsylvania
$165K 10,000 +10,000 New
NFG
88
Next Financial Group
Texas
$102K 6,178 +2,008 +48%
PMFA
89
Plante Moran Financial Advisors
Michigan
$99K 5,990 +5,990 New
WB
90
Webster Bank
Connecticut
$91K 5,494 +5,494 New
AP
91
Advisors Preferred
Maryland
$89K 5,377 +5,377 New
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$80K 4,829 -580 -11%
FANJ
93
Financial Architects (New Jersey)
New Jersey
$70K 4,245 – –
HIIFS
94
Harel Insurance Investments & Financial Services
Israel
$58K 3,500 +3,500 New
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$57K 3,470 +2,587 +293%
PFBT
96
Parkside Financial Bank & Trust
Missouri
$48K 2,915 – –
RFWA
97
RPg Family Wealth Advisory
Massachusetts
$41.9K 2,535 +2,535 New
SFG
98
SevenBridge Financial Group
Pennsylvania
$23K 1,500 – –
CFD
99
Creative Financial Designs
Indiana
$23K 1,376 +1,376 New
CFA
100
Camarda Financial Advisors
Florida
$20K 1,239 +1,239 New
1 2 3
4
5