FXN icon

First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

145 hedge funds and large institutions have $417M invested in First Trust Energy AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 67 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-5
Holders Change %
-3.33%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
44
Reduced
67
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GAA
Global Assets Advisory
Florida
$23.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.4M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$5.68M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$6.04M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$14.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$63M
2
PG
Prostatis Group
Maryland
$193K
3
Wells Fargo
Wells Fargo
California
$49.5M
4
NA
Navellier & Associates
Nevada
$470K
5
NA
NewEdge Advisors
Louisiana
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
1W
76
1776 Wealth
Georgia
$376K – – –
KPWS
77
Kestra Private Wealth Services
Texas
$372K -$69.1K -3,688 -16%
HA
78
HFG Advisors
Ohio
$359K – – –
RFG
79
REAP Financial Group
Texas
$357K +$19.8K +1,056 +6%
BCP
80
Blackhawk Capital Partners
Wisconsin
$341K -$15.2K -812 -4%
LFAS
81
Level Four Advisory Services
Texas
$320K – – –
IWM
82
Iams Wealth Management
Nebraska
$314K +$23.8K +1,408 +8%
OIA
83
OneDigital Investment Advisors
Kansas
$313K -$468K -24,987 -60%
IAS
84
Insigneo Advisory Services
Florida
$313K -$107K -5,726 -26%
PFG
85
Prosperity Financial Group
California
$309K +$56.5K +3,017 +22%
PAS
86
Park Avenue Securities
New York
$291K -$6.53K -349 -2%
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$288K -$93.6K -4,999 -25%
CIBC World Market
88
CIBC World Market
Ontario, Canada
$280K +$19.4K +1,035 +7%
YIH
89
Y-Intercept (HK)
Hong Kong
$279K +$279K +14,922 New
GIA
90
Gladstone Institutional Advisory
Florida
$279K – – –
CAG
91
Csenge Advisory Group
Florida
$265K -$563K -30,039 -68%
SAM
92
Secure Asset Management
Michigan
$264K -$87.8K -4,686 -25%
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$254K -$63.5K -3,390 -20%
PFA
94
Pinnacle Family Advisors
Missouri
$252K +$17.6K +937 +7%
HAS
95
HBW Advisory Services
California
$239K – – –
Comerica Bank
96
Comerica Bank
Texas
$235K -$4.89K -261 -2%
CAC
97
Certified Advisory Corp
Florida
$232K -$51.1K -2,728 -18%
MC
98
Moors & Cabot
Massachusetts
$231K +$131 +7 +0.1%
PA
99
PFG Advisors
Arizona
$223K +$5.28K +282 +2%
GWM
100
Geneos Wealth Management
Colorado
$221K +$152K +8,118 +220%
2 3
4
5 6