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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

84 hedge funds and large institutions have $114M invested in First Trust Energy AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 18 increasing their positions, 33 reducing their positions, and 22 closing their positions.

Holders
84
Holders Change
–
Holders Change %
0%
% of All Funds
1.87%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
18
Reduced
33
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$19.9M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$4.5M
3
CG
3
Colony Group
Massachusetts
$2.49M
4
VF
4
Virtu Financial
New York
$2.27M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.47M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$8.5M
2
NA
2
Navellier & Associates
Nevada
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$20.1M
4
RJA
4
Raymond James & Associates
Florida
$4.92M
5
BCM
5
Barometer Capital Management
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TFA
76
Transamerica Financial Advisors
Florida
$6K 466 -55 -11%
MWA
77
Meridian Wealth Advisors
Texas
$6K 545 +545 New
ASN
78
Advisory Services Network
Georgia
$5K 403 -4,187 -91%
NC
79
NewSquare Capital
Pennsylvania
$5K 437 – –
FGC
80
Financial Gravity Companies
Texas
$2K 143 +143 New
MOS
81
MGO One Seven
Ohio
$2K 222 +222 New
NA
82
Navellier & Associates
Nevada
– – -1,392,877 Closed
BCM
83
Barometer Capital Management
Ontario, Canada
– – -376,200 Closed
SAM
84
Shamrock Asset Management
Texas
– – -282,797 Closed
VCM
85
Virtue Capital Management
Tennessee
– – -281,752 Closed
OC
86
Oppenheimer & Co
New York
– – -72,687 Closed
BCM
87
Breiter Capital Management
Florida
– – -69,430 Closed
WSTAM
88
Wilbanks Smith & Thomas Asset Management
Virginia
– – -47,779 Closed
Envestnet Asset Management
89
Envestnet Asset Management
Illinois
– – -35,592 Closed
BFG
90
Barber Financial Group
Kansas
– – -24,949 Closed
CWM
91
Cornerstone Wealth Management
Missouri
– – -21,443 Closed
SG
92
StoneX Group
New York
– – -18,870 Closed
RCAG
93
Rehmann Capital Advisory Group
Michigan
– – -15,952 Closed
NA
94
NewEdge Advisors
Louisiana
– – -12,876 Closed
HFS
95
HL Financial Services
Kentucky
– – -11,566 Closed
Deutsche Bank
96
Deutsche Bank
Germany
– – -8,424 Closed
CDIA
97
Capital Directions Investment Advisors
Georgia
– – -6,105 Closed
SPIA
98
Steward Partners Investment Advisory
New York
– – -2,906 Closed
AP
99
Advisors Preferred
Maryland
– – -1,378 Closed
CWSR
100
Chessman Wealth Strategies RIA
Texas
– – -1,239 Closed
1 2 3
4
5