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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

148 hedge funds and large institutions have $337M invested in First Trust Energy AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 73 reducing their positions, and 35 closing their positions.

Holders
148
Holders Change
-17
Holders Change %
-10.3%
% of All Funds
2.33%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
20
Increased
33
Reduced
73
Closed
35
Calls
–
Puts
$982K
Net Calls
-$982K
Net Calls Change
-$990K

Top Buyers

1
IAIM
1
International Assets Investment Management
Florida
$5.98M
2
AC
2
Avestar Capital
New York
$4.82M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$3.13M
4
CAS
4
Coppell Advisory Solutions
Texas
$2.39M
5
WEG
5
World Equity Group
Illinois
$1.73M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$31.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$47.6M
3
GLA
3
Good Life Advisors
Pennsylvania
$0
4
VCM
4
Virtue Capital Management
Tennessee
$0
5
RJA
5
Raymond James & Associates
Florida
$9.84M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
76
Geneos Wealth Management
Colorado
$326K 20,846 -85,620 -80%
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$317K 20,251 -12,453 -38%
HA
78
HFG Advisors
Ohio
$311K 19,888 -230 -1%
SWP
79
Stratos Wealth Partners
Ohio
$303K 19,353 -3,380 -15%
SFS
80
Sowell Financial Services
Arkansas
$301K 19,262 – –
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$296K 18,913 -7,189 -28%
JIP
82
Jaffetilchin Investment Partners
Florida
$295K 18,881 +6,345 +51%
M1FG
83
Mach-1 Financial Group
Arkansas
$287K 18,360 +18,360 New
SS
84
Sunbelt Securities
Texas
$281K 17,989 +330 +2%
SAM
85
Secure Asset Management
Michigan
$281K 17,952 -395 -2%
DADC
86
D.A. Davidson & Co
Montana
$277K 17,718 -288,879 -94%
IWM
87
IHT Wealth Management
Illinois
$271K 17,335 -3,136 -15%
AC
88
Anson Capital
Georgia
$267K 17,070 -18,282 -52%
RIA
89
Regal Investment Advisors
Michigan
$263K 16,837 -4,223 -20%
TSS
90
Two Sigma Securities
New York
$261K 16,659 -20,027 -55%
DIP
91
Davis Investment Partners
North Carolina
$258K 15,700 – –
TI
92
Truepoint Inc
Ohio
$255K 16,300 +16,300 New
CAC
93
Certified Advisory Corp
Florida
$237K 15,131 -4,350 -22%
PA
94
PFG Advisors
Arizona
$210K 13,447 +344 +3%
GIA
95
Gladstone Institutional Advisory
Florida
$205K 13,114 +1,063 +9%
SCA
96
Snowden Capital Advisors
New York
$202K 12,894 -109,980 -90%
CWP
97
Cyndeo Wealth Partners
Florida
$198K 12,691 -5,315 -30%
IA
98
IFG Advisory
Georgia
$198K 12,651 -9,445 -43%
Fisher Asset Management
99
Fisher Asset Management
Washington
$194K 12,389 +200 +2%
AR
100
Apeiron RIA
Texas
$193K 12,341 -67 -0.5%
2 3
4
5 6