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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

99 hedge funds and large institutions have $188M invested in First Trust Energy AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 36 reducing their positions, and 17 closing their positions.

Holders
99
Holders Change
-3
Holders Change %
-2.94%
% of All Funds
1.74%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
15
Increased
31
Reduced
36
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.06M
2
SAM
2
Synergy Asset Management
Washington
$4.72M
3
FWA
3
FOCUS Wealth Advisors
Texas
$3.33M
4
LPL Financial
4
LPL Financial
California
$17.2M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$3.1M

Top Sellers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$26.5M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.42M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.51M
5
NA
5
Navellier & Associates
Nevada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HI
76
Harbour Investments
Wisconsin
$17K 1,477 +115 +8%
AP
77
Atwood & Palmer
Missouri
$16K 1,400 – –
CAAS
78
Capital Asset Advisory Services
Michigan
$15K 1,289 – –
TWM
79
Tradition Wealth Management
Minnesota
$11K 1,000 – –
CFA
80
Carroll Financial Associates
North Carolina
$10K 900 – –
FWM
81
Focused Wealth Management
New York
$7K 653 -168 -20%
TF
82
TimeScale Financial
Massachusetts
$7K 646 – –
AF
83
Advisornet Financial
Minnesota
$7K 634 +1 +0.2%
SPWG
84
Sage Private Wealth Group
Illinois
$7K 651 +2 +0.3%
William Blair & Company
85
William Blair & Company
Illinois
$5K 419 – –
AAP
86
Arax Advisory Partners
Colorado
$5K 462 +2 +0.4%
HI
87
Hudock Inc
Pennsylvania
$5K 500 +500 New
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$3K 245 – –
SFPG
89
Stonebridge Financial Planning Group
Florida
$3K 250 +250 New
Citigroup
90
Citigroup
New York
$2K 200 -17,264 -99%
US Bancorp
91
US Bancorp
Minnesota
$2K 147 – –
CG
92
Cutler Group
California
$2K 200 +200 New
LAS
93
Lloyd Advisory Services
Georgia
$2K 207 +207 New
FEG
94
Financial Enhancement Group
Indiana
$1K 70 -323,270 -100%
Qube Research & Technologies (QRT)
95
Qube Research & Technologies (QRT)
United Kingdom
$1K 90 -1,930 -96%
WB
96
Webster Bank
Connecticut
$1K 67 – –
TAM
97
Tucker Asset Management
Colorado
$875 69 +69 New
RWA
98
Redhawk Wealth Advisors
Minnesota
– – -843,742 Closed
NA
99
Navellier & Associates
Nevada
– – -708,949 Closed
FEM
100
Fulcrum Equity Management
Texas
– – -540,038 Closed
1 2 3
4
5