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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

133 hedge funds and large institutions have $289M invested in First Trust Energy AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 51 increasing their positions, 20 reducing their positions, and 13 closing their positions.

Holders
133
Holders Change
+34
Holders Change %
+34.34%
% of All Funds
2.05%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
47
Increased
51
Reduced
20
Closed
13
Calls
–
Puts
$253K
Net Calls
-$253K
Net Calls Change
-$253K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$50.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$41.8M
3
Bank of America
3
Bank of America
North Carolina
$13.1M
4
Stifel Financial
4
Stifel Financial
Missouri
$5.57M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.24M

Top Sellers

1
SAM
1
Synergy Asset Management
Washington
$0
2
SL
2
Savior LLC
Massachusetts
$1.61M
3
RJA
3
Raymond James & Associates
Florida
$14.4M
4
TCWM
4
Total Clarity Wealth Management
Illinois
$31K
5
CA
5
Cetera Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KA
76
Kovack Advisors
Florida
$209K 17,561 +17,561 New
PPWM
77
Paragon Private Wealth Management
Kentucky
$206K 17,311 +17,311 New
BCM
78
Brookstone Capital Management
Illinois
$201K 15,677 +15,677 New
PMG
79
ProVise Management Group
Florida
$197K 16,540 – –
AWM
80
Axxcess Wealth Management
California
$190K 15,928 +15,928 New
PA
81
PFG Advisors
Arizona
$187K 15,677 -10,642 -40%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$186K 15,572 +15,572 New
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$186K 15,604 +15,604 New
HIS
84
Harvest Investment Services
Illinois
$177K 14,876 +14,876 New
FEM
85
Fulcrum Equity Management
Texas
$173K 14,525 +14,525 New
IA
86
Insight Advisors
Pennsylvania
$168K 14,053 +1,053 +8%
HI
87
Harbour Investments
Wisconsin
$168K 14,054 +12,577 +852%
BPFA
88
Barnes Pettey Financial Advisors
Mississippi
$155K 13,000 +13,000 New
IA
89
IFG Advisory
Georgia
$153K 12,869 +12,869 New
GTAM
90
Global Trust Asset Management
Florida
$152K 12,752 +32 +0.3%
BEI
91
Benjamin Edwards Inc
Missouri
$145K 12,188 -589 -5%
TI
92
tru Independence
Oregon
$141K 11,808 +37 +0.3%
CRI
93
Colonial River Investments
Virginia
$140K 11,785 +11,785 New
HFS
94
Howard Financial Services
Texas
$136K 11,430 -1,178 -9%
MW
95
Marks Wealth
Maryland
$136K 11,449 +11,449 New
WE
96
Wealth Effects
Massachusetts
$125K 10,500 +10,500 New
HWM
97
Holloway Wealth Management
Florida
– – – –
IWM
98
IHT Wealth Management
Illinois
$123K 10,321 +10,321 New
CIAS
99
Capital Investment Advisory Services
North Carolina
$76K 6,391 -45,721 -88%
FPWM
100
FSB Premier Wealth Management
Iowa
$72K 6,102 +6,102 New
2 3
4
5 6