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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

133 hedge funds and large institutions have $352M invested in First Trust Energy AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 58 reducing their positions, and 25 closing their positions.

Holders
133
Holders Change
-12
Holders Change %
-8.28%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
39
Reduced
58
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GS
1
GTS Securities
New York
$3.61M
2
LPL Financial
2
LPL Financial
California
$44.6M
3
Millennium Management
3
Millennium Management
New York
$2.92M
4
HF
4
HRT Financial
New York
$1.97M
5
PWA
5
PCG Wealth Advisors
Kansas
$5.38M

Top Sellers

1
GAA
1
Global Assets Advisory
Florida
$0
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$0
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$0
4
TWM
4
Trinity Wealth Management
Pennsylvania
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$56.8M
Name Market Value Shares Shares
Change 		Shares
Change %
IAIM
76
International Assets Investment Management
Florida
$269K 14,785 -8,732 -37%
GIA
77
Gladstone Institutional Advisory
Florida
$267K 14,677 -230 -2%
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$250K 13,729 -1,665 -11%
CFGS
79
Concourse Financial Group Securities
Alabama
$248K 13,632 +10,743 +372%
MC
80
Moors & Cabot
Massachusetts
$235K 12,915 +607 +5%
PFA
81
Pinnacle Family Advisors
Missouri
$227K 12,467 -979 -7%
CAC
82
Certified Advisory Corp
Florida
$226K 12,403 – –
IAS
83
Insigneo Advisory Services
Florida
$226K 13,700 -3,000 -18%
PCH
84
PGIM Custom Harvest
New Jersey
$213K 11,717 +11,717 New
OIA
85
OneDigital Investment Advisors
Kansas
$213K 11,706 -5,006 -30%
AI
86
Atria Investments
North Carolina
$194K 10,676 +10,676 New
PA
87
PFG Advisors
Arizona
$194K 10,664 -1,243 -10%
ASN
88
Advisory Services Network
Georgia
$194K 10,648 +10,648 New
SOS
89
Silver Oak Securities
Tennessee
$192K 10,547 +10 +0.1%
GWM
90
Geneos Wealth Management
Colorado
$191K 10,512 -1,301 -11%
WE
91
Wealth Effects
Massachusetts
$191K 10,500 – –
HAS
92
HBW Advisory Services
California
$189K 10,366 -3,973 -28%
Envestnet Portfolio Solutions
93
Envestnet Portfolio Solutions
Illinois
$188K 10,324 -16,981 -62%
BFWM
94
Bright Futures Wealth Management
New York
$185K 10,925 – –
Jones Financial Companies
95
Jones Financial Companies
Missouri
$176K 9,673 +9,673 New
Comerica Bank
96
Comerica Bank
Texas
$158K 8,676 -3,860 -31%
IA
97
IFP Advisors
Florida
$129K 7,107 -21,146 -75%
CFD
98
Creative Financial Designs
Indiana
$104K 5,689 +2,132 +60%
NC
99
NewSquare Capital
Pennsylvania
$97.4K 5,350 – –
CAS
100
Coppell Advisory Solutions
Texas
$95.2K 5,228 +5,228 New
2 3
4
5 6