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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

88 hedge funds and large institutions have $235M invested in First Trust Energy AlphaDEX Fund in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+10
Holders Change %
+12.82%
% of All Funds
2.02%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
21
Increased
31
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
Navellier & Associates
Nevada
$23M
2
Wells Fargo
Wells Fargo
California
$31.7M
3
Morgan Stanley
Morgan Stanley
New York
$41.8M
4
RJA
Raymond James & Associates
Florida
$22.3M
5
UBS Group
UBS Group
Switzerland
$16.5M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
$0
2
Baird Financial Group
Baird Financial Group
Wisconsin
$4.36M
3
Jane Street
Jane Street
New York
$0
4
TRCT
Tower Research Capital (TRC)
New York
$1.06M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$678K
Name Holding Trade Value Shares
Change 		Shares
Change %
RFM
76
Royal Fund Management
Florida
$12K -$1.62K -99 -12%
VIA
77
Vantage Investment Advisors
Pennsylvania
$12K +$12K +714 New
CF
78
Centaurus Financial
California
$11K +$11K +656 New
FCMT
79
Founders Capital Management (Texas)
Texas
$10K – – –
WP
80
WealthShield Partners
North Carolina
$9K – – –
TFA
81
Transamerica Financial Advisors
Florida
$9K – – –
William Blair & Company
82
William Blair & Company
Illinois
$7K – – –
NC
83
NewSquare Capital
Pennsylvania
$7K – – –
JPMorgan Chase & Co
84
JPMorgan Chase & Co
New York
$5K – – –
WAP
85
Wealthcare Advisory Partners
Pennsylvania
$5K +$5K +311 New
GRP
86
Global Retirement Partners
California
$3K – – –
FGAM
87
Financial Gravity Asset Management
Texas
$2K – – –
MWM
88
Merriman Wealth Management
Washington
– -$2.22M -154,611 Closed
Jane Street
89
Jane Street
New York
– -$649K -45,129 Closed
TSS
90
Two Sigma Securities
New York
– -$319K -22,229 Closed
Citadel Advisors
91
Citadel Advisors
Florida
– -$211K -14,657 Closed
CDIA
92
Capital Directions Investment Advisors
Georgia
– -$93K -6,505 Closed
RFWA
93
RPg Family Wealth Advisory
Massachusetts
– -$46.7K -3,251 Closed
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
– -$5K -378 Closed
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
– -$5K -334 Closed
HCC
96
Hirtle Callaghan & Co
Pennsylvania
– -$1K -72 Closed
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