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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

73 hedge funds and large institutions have $96.2M invested in First Trust Energy AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 35 reducing their positions, and 21 closing their positions.

Holders
73
Holders Change
-11
Holders Change %
-13.1%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
15
Reduced
35
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$4.8M
2
WAS
2
Winch Advisory Services
Wisconsin
$2.67M
3
RFWA
3
RPg Family Wealth Advisory
Massachusetts
$411K
4
ACM
4
AlphaStar Capital Management
North Carolina
$181K
5
NA
5
NewEdge Advisors
Louisiana
$156K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.8M
2
Bank of America
2
Bank of America
North Carolina
$8.97M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$0
4
Wells Fargo
4
Wells Fargo
California
$6.76M
5
CG
5
Colony Group
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MWC
76
MBM Wealth Consultants
Missouri
– – -66,023 Closed
PFS
77
Prospera Financial Services
Texas
– – -30,904 Closed
Goldman Sachs
78
Goldman Sachs
New York
– – -28,441 Closed
BRWA
79
B. Riley Wealth Advisors
Florida
– – -21,561 Closed
FAAS
80
First Allied Advisory Services
California
– – -17,197 Closed
DLHL
81
Donald L. Hagan LLC
Florida
– – -13,044 Closed
SB
82
Suntrust Banks
Georgia
– – -11,732 Closed
SCA
83
Snowden Capital Advisors
New York
– – -11,480 Closed
NFG
84
Next Financial Group
Texas
– – -1,675 Closed
DWM
85
Doyle Wealth Management
Florida
– – -1,448 Closed
CA
86
Claro Advisors
Massachusetts
– – -1,200 Closed
PCG
87
Private Capital Group
Connecticut
– – -741 Closed
MWA
88
Meridian Wealth Advisors
Texas
– – -545 Closed
TFA
89
Transamerica Financial Advisors
Florida
– – -466 Closed
MOS
90
MGO One Seven
Ohio
– – -222 Closed
Fidelity Investments
91
Fidelity Investments
Massachusetts
– – -14 Closed
S
92
SignatureFD
Georgia
$0 4 – –
Parallax Volatility Advisers
93
Parallax Volatility Advisers
California
$0 1 – –
PGA
94
Premia Global Advisors
Florida
$0 32 +32 New
1 2 3
4