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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

102 hedge funds and large institutions have $260M invested in First Trust Energy AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 25 reducing their positions, and 12 closing their positions.

Holders
102
Holders Change
+4
Holders Change %
+4.08%
% of All Funds
1.78%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
17
Increased
48
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.8M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$9.63M
3
FMP
3
Financial Management Professionals
Texas
$5.8M
4
Wells Fargo
4
Wells Fargo
California
$25.6M
5
FEG
5
Financial Enhancement Group
Indiana
$3.69M

Top Sellers

1
IA
1
IFP Advisors
Florida
$560K
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
SAM
3
Synergy Asset Management
Washington
$0
4
CFG
4
CMC Financial Group
Georgia
$0
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$1.97M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$68K 5,916 – –
AWA
77
Arkadios Wealth Advisors
Georgia
$65K 5,728 +2 +0%
GWM
78
Geneos Wealth Management
Colorado
$54K 4,652 -3,999 -46%
Barclays
79
Barclays
United Kingdom
$43K 3,811 +3,811 New
AP
80
Advisors Preferred
Maryland
$41K 3,505 +2,308 +193%
Deutsche Bank
81
Deutsche Bank
Germany
$41K 3,568 +3,568 New
MIM
82
MTM Investment Management
South Carolina
$31K 2,690 – –
JAWM
83
J. Arnold Wealth Management
Ohio
$29K 2,500 – –
Qube Research & Technologies (QRT)
84
Qube Research & Technologies (QRT)
United Kingdom
$23K 2,020 +2,020 New
BAM
85
Bellevue Asset Management
Washington
$22K 1,942 -328 -14%
CAL
86
Capital Analysts LLC
Pennsylvania
$22K 1,900 +1,900 New
HI
87
Harbour Investments
Wisconsin
$16K 1,362 -1,698 -55%
AP
88
Atwood & Palmer
Missouri
$16K 1,400 – –
CAAS
89
Capital Asset Advisory Services
Michigan
$15K 1,289 +1,186 +1,151%
TWM
90
Tradition Wealth Management
Minnesota
$11K 1,000 +1,000 New
CFA
91
Carroll Financial Associates
North Carolina
$10K 900 – –
FWM
92
Focused Wealth Management
New York
$9K 821 – –
TF
93
TimeScale Financial
Massachusetts
$7K 646 -2,118 -77%
AF
94
Advisornet Financial
Minnesota
$7K 633 – –
SPWG
95
Sage Private Wealth Group
Illinois
$7K 649 – –
William Blair & Company
96
William Blair & Company
Illinois
$5K 419 – –
AAP
97
Arax Advisory Partners
Colorado
$5K 460 +460 New
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$3K 245 +245 New
US Bancorp
99
US Bancorp
Minnesota
$2K 147 +147 New
WB
100
Webster Bank
Connecticut
$1K 67 – –
1 2 3
4
5