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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

165 hedge funds and large institutions have $452M invested in First Trust Energy AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 91 reducing their positions, and 41 closing their positions.

Holders
165
Holders Change
-24
Holders Change %
-12.7%
% of All Funds
2.64%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
21
Increased
37
Reduced
91
Closed
41
Calls
$8K
Puts
–
Net Calls
+$8K
Net Calls Change
-$171K

Top Buyers

1
TC
1
TAP Consulting
Missouri
$2.22M
2
SPC
2
Sigma Planning Corp
Michigan
$5.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.78M
4
CAG
4
Csenge Advisory Group
Florida
$7.28M
5
SFPG
5
Stonebridge Financial Planning Group
Florida
$1.24M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$0
2
Wells Fargo
2
Wells Fargo
California
$57.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$59.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$15.3M
5
ODG
5
O'Dell Group
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFD
76
Creative Financial Designs
Indiana
$443K 28,527 +23,683 +489%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$433K 27,922 +2,042 +8%
LFAS
78
Level Four Advisory Services
Texas
$420K 27,053 +5,779 +27%
DBRC
79
D.B. Root & Company
Pennsylvania
$411K 26,492 – –
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$405K 26,102 -65,049 -71%
SPIA
81
Steward Partners Investment Advisory
New York
$386K 24,885 +14,924 +150%
Jane Street
82
Jane Street
New York
$374K 24,107 +24,107 New
BIM
83
Bullseye Investment Management
Ohio
$371K 23,911 +2,486 +12%
CCA
84
Cottonwood Capital Advisors
Utah
$362K 23,302 – –
RFWA
85
RPg Family Wealth Advisory
Massachusetts
$357K 23,028 -3,275 -12%
1W
86
1776 Wealth
Georgia
$356K 22,950 – –
OBWG
87
Onyx Bridge Wealth Group
New York
$355K 22,858 +5,814 +34%
SWP
88
Stratos Wealth Partners
Ohio
$353K 22,733 +3,863 +20%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$352K 22,679 -210,389 -90%
WCM
90
WealthBridge Capital Management
Ohio
$346K 22,316 -5,851 -21%
IA
91
IFG Advisory
Georgia
$343K 22,096 -1,550 -7%
SAM
92
SignalPoint Asset Management
Missouri
$342K 22,010 -77 -0.3%
MML Investors Services
93
MML Investors Services
Massachusetts
$341K 21,987 -17,007 -44%
IWM
94
Iams Wealth Management
Nebraska
$335K 21,884 -35,863 -62%
RIA
95
Regal Investment Advisors
Michigan
$327K 21,060 -4,018 -16%
CASC
96
Coppell Advisory Solutions Corp
Texas
$318K 20,775 -32,385 -61%
CAS
97
Coppell Advisory Solutions
Texas
$318K 20,775 -32,385 -61%
DC
98
Davenport & Co
Virginia
$318K 20,484 -2,482 -11%
IWM
99
IHT Wealth Management
Illinois
$318K 20,471 -16,289 -44%
HA
100
HFG Advisors
Ohio
$312K 20,118 -28,587 -59%
2 3
4
5 6