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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

165 hedge funds and large institutions have $1.37B invested in First Trust Energy AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 69 increasing their positions, 61 reducing their positions, and 17 closing their positions.

Holders
165
Holders Change
+1
Holders Change %
+0.61%
% of All Funds
2.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
19
Increased
69
Reduced
61
Closed
17
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
+$3K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$617M
2
NC
2
NewSquare Capital
Pennsylvania
$15.4M
3
VCM
3
Virtue Capital Management
Tennessee
$14.2M
4
SI
4
Stephens Inc
Arkansas
$3.63M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$18.8M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$113M
2
Bank of America
2
Bank of America
North Carolina
$26.2M
3
SMF
3
Sterling Manor Financial
New York
$0
4
NA
4
Navellier & Associates
Nevada
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$3.56M
Name Market Value Shares Shares
Change 		Shares
Change %
HA
76
HFG Advisors
Ohio
$798K 51,118 +20 +0%
SFI
77
SPC Financial Inc
Maryland
$779K 49,933 -1,169 -2%
OIA
78
OneDigital Investment Advisors
Kansas
$764K 48,958 -1,588 -3%
BRWA
79
B. Riley Wealth Advisors
Florida
$739K 47,281 +9,086 +24%
AWM
80
Apollon Wealth Management
South Carolina
$713K 45,699 +45,699 New
KNW
81
Kesler Norman & Wride
Utah
$695K 44,504 +44,504 New
MWM
82
MinichMacGregor Wealth Management
New York
$685K 43,928 +2,391 +6%
WFA
83
WMG Financial Advisors
Tennessee
$632K 40,726 -11,358 -22%
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$613K 39,205 +39,205 New
RFWA
85
RPg Family Wealth Advisory
Massachusetts
$586K 33,218 -23,877 -42%
ETIA
86
Epic Trust Investment Advisors
Washington
$552K 35,354 +35,354 New
CAN
87
Claraphi Advisory Network
United States
$543K 34,803 -780 -2%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$524K 33,596 -6,013 -15%
SAM
89
Secure Asset Management
Michigan
$507K 32,460 -11,117 -26%
LS
90
Leelyn Smith
Illinois
$477K 30,573 +516 +2%
ATPW
91
Ashton Thomas Private Wealth
Arizona
$476K 30,508 +3,788 +14%
FHA
92
Flagship Harbor Advisors
Massachusetts
$464K 29,716 +8,811 +42%
FAIM
93
Financial Advocates Investment Management
Washington
$458K 29,354 -12,245 -29%
LFAS
94
Level Four Advisory Services
Texas
$455K 29,136 +6,219 +27%
WAP
95
Wealthcare Advisory Partners
Pennsylvania
$450K 28,857 +28,857 New
RIA
96
Realta Investment Advisors
Delaware
$449K 28,770 +9 +0%
MML Investors Services
97
MML Investors Services
Massachusetts
$438K 28,053 +5,400 +24%
AC
98
Anson Capital
Georgia
$429K 27,513 -5,719 -17%
OWA
99
Outlook Wealth Advisors
Texas
$417K 26,736 -62,629 -70%
DBRC
100
D.B. Root & Company
Pennsylvania
$413K 26,492 +11,871 +81%
2 3
4
5 6