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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

150 hedge funds and large institutions have $427M invested in First Trust Energy AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 56 reducing their positions, and 26 closing their positions.

Holders
150
Holders Change
-3
Holders Change %
-1.96%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
49
Reduced
56
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$123M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.57M
3
PG
3
Prostatis Group
Maryland
$6.31M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.86M
5
UBS Group
5
UBS Group
Switzerland
$31.6M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$47.7M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6.46M
3
DADC
3
D.A. Davidson & Co
Montana
$3.39M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.73M
5
Truist Financial
5
Truist Financial
North Carolina
$735K
Name Market Value Shares Shares
Change 		Shares
Change %
CCA
76
Cottonwood Capital Advisors
Utah
$389K 23,302 – –
SAM
77
SignalPoint Asset Management
Missouri
$376K 22,578 +7 +0%
IAS
78
Insigneo Advisory Services
Florida
$374K 22,426 – –
Envestnet Portfolio Solutions
79
Envestnet Portfolio Solutions
Illinois
$357K 21,414 +2 +0%
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$340K 20,393 +1,335 +7%
1W
81
1776 Wealth
Georgia
$335K 20,100 -2,850 -12%
LFAS
82
Level Four Advisory Services
Texas
$320K 19,195 – –
HA
83
HFG Advisors
Ohio
$320K 19,179 – –
BCP
84
Blackhawk Capital Partners
Wisconsin
$317K 18,996 -2,033 -10%
SAM
85
Secure Asset Management
Michigan
$314K 18,800 +2,963 +19%
OPS
86
Orion Portfolio Solutions
Nebraska
$301K 18,117 +1,753 +11%
BCI
87
Brinker Capital Investments
Pennsylvania
$301K 18,117 +1,753 +11%
RFG
88
REAP Financial Group
Texas
$300K 17,987 +17,987 New
TSS
89
Two Sigma Securities
New York
$292K 17,505 +17,505 New
IWM
90
Iams Wealth Management
Nebraska
$287K 17,177 -4,171 -20%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$283K 16,942 -1,914 -10%
TI
92
Truepoint Inc
Ohio
$272K 16,300 – –
PAS
93
Park Avenue Securities
New York
$266K 15,911 -463 -3%
CAC
94
Certified Advisory Corp
Florida
$253K 15,131 – –
VF
95
VitalStone Financial
Texas
$251K 15,057 +97 +0.6%
GIA
96
Gladstone Institutional Advisory
Florida
$249K 14,907 +2,852 +24%
Ameriprise
97
Ameriprise
Minnesota
$246K 14,749 +1,761 +14%
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$243K 14,577 – –
HAS
99
HBW Advisory Services
California
$239K 14,339 +1,759 +14%
CIBC World Market
100
CIBC World Market
Ontario, Canada
$232K 13,903 +13,903 New
2 3
4
5 6