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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

146 hedge funds and large institutions have $1.35B invested in First Trust Energy AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 32 reducing their positions, and 18 closing their positions.

Holders
146
Holders Change
+13
Holders Change %
+9.77%
% of All Funds
2.31%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
33
Increased
68
Reduced
32
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$608M
2
Wells Fargo
2
Wells Fargo
California
$124M
3
Morgan Stanley
3
Morgan Stanley
New York
$108M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$47.5M
5
NC
5
NewSquare Capital
Pennsylvania
$18.3M

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$1.48M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$5.53M
3
CA
3
Crumly & Associates
Illinois
$10.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.57M
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MA
76
Mutual Advisors
Nebraska
$697K 43,727 +43,727 New
AC
77
Anson Capital
Georgia
$684K 42,915 +23,267 +118%
MWM
78
MinichMacGregor Wealth Management
New York
$679K 42,624 +42,624 New
CIBC World Market
79
CIBC World Market
Ontario, Canada
$643K 40,347 -5,111 -11%
LS
80
Leelyn Smith
Illinois
$624K 39,194 +1,142 +3%
BRWA
81
B. Riley Wealth Advisors
Florida
$598K 37,536 +18,848 +101%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$581K 36,458 +16,625 +84%
CAN
83
Claraphi Advisory Network
United States
$553K 34,738 +34,738 New
SCA
84
Snowden Capital Advisors
New York
$511K 32,080 +3,958 +14%
1W
85
1776 Wealth
Georgia
$509K 31,950 -1,200 -4%
MOS
86
MGO One Seven
Ohio
$509K 31,955 +31,955 New
WS
87
Wedbush Securities
California
$460K 28,869 +28,869 New
PAG
88
Private Advisory Group
Washington
$432K 27,141 +27,141 New
AFM
89
Andesa Financial Management
Pennsylvania
$423K 26,500 +26,500 New
CCA
90
Cottonwood Capital Advisors
Utah
$420K 26,369 -131 -0.5%
HIS
91
Harvest Investment Services
Illinois
$403K 25,299 +10,423 +70%
GTAM
92
Global Trust Asset Management
Florida
$403K 25,287 +12,535 +98%
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$396K 24,835 +9,263 +59%
FPGK
94
Financial Partners Group (Kansas)
Kansas
$377K 23,690 – –
AWA
95
Arkadios Wealth Advisors
Georgia
$375K 23,529 +23,529 New
SAM
96
SignalPoint Asset Management
Missouri
$374K 23,473 -1,111 -5%
LFAS
97
Level Four Advisory Services
Texas
$373K 23,416 -6,365 -21%
IWM
98
IHT Wealth Management
Illinois
$348K 21,875 +11,554 +112%
AWM
99
Axxcess Wealth Management
California
$340K 21,338 +5,410 +34%
PFA
100
Pinnacle Family Advisors
Missouri
$292K 18,356 +215 +1%
2 3
4
5 6