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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

121 hedge funds and large institutions have $253M invested in First Trust Energy AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 61 reducing their positions, and 22 closing their positions.

Holders
121
Holders Change
-12
Holders Change %
-9.02%
% of All Funds
1.75%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
26
Reduced
61
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$4.02M
2
Tudor Investment Corp
2
Tudor Investment Corp
Connecticut
$1.58M
3
BEI
3
Benjamin Edwards Inc
Missouri
$1.05M
4
TSS
4
Two Sigma Securities
New York
$713K
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.39M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$16.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.16M
3
Wells Fargo
3
Wells Fargo
California
$34.1M
4
CA
4
Crumly & Associates
Illinois
$4.18M
5
IPW
5
IronBridge Private Wealth
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MFG
76
Merit Financial Group
Georgia
$189K 11,673 +11,673 New
OIA
77
OneDigital Investment Advisors
Kansas
$186K 11,449 -257 -2%
SOS
78
Silver Oak Securities
Tennessee
$176K 10,872 +325 +3%
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$175K 10,570 +10,570 New
PA
80
PFG Advisors
Arizona
$171K 10,538 -126 -1%
P
81
&Partners
Tennessee
$170K 10,505 +10,505 New
WE
82
Wealth Effects
Massachusetts
$170K 10,500 – –
BFWM
83
Bright Futures Wealth Management
New York
$163K 10,075 -850 -8%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$156K 9,615 -5,187 -35%
Comerica Bank
85
Comerica Bank
Texas
$127K 7,818 -858 -10%
IA
86
IFP Advisors
Florida
$111K 6,838 -269 -4%
CFD
87
Creative Financial Designs
Indiana
$104K 6,421 +732 +13%
IAIM
88
International Assets Investment Management
Florida
$103K 5,862,831 +5,848,046 +39,554%
FCM
89
Fourpath Capital Management
Oklahoma
$87.6K 5,400 +5,400 New
CAS
90
Coppell Advisory Solutions
Texas
$85.6K 5,281 +53 +1%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$80K 4,920 +74 +2%
GRP
92
Global Retirement Partners
California
$72K 4,436 +1,005 +29%
GWM
93
Geneos Wealth Management
Colorado
$59.8K 3,687 -6,825 -65%
PS
94
Principal Securities
Iowa
$57.1K 3,521 +121 +4%
CA
95
CoreCap Advisors
Michigan
$50.3K 3,098 -950 -23%
SS
96
Sunbelt Securities
Texas
$44.7K 2,759 – –
MA
97
MCF Advisors
Kentucky
$40.6K 2,500 – –
MIM
98
MTM Investment Management
South Carolina
$35.4K 2,044 – –
PTC
99
Private Trust Company
Ohio
$34.1K 2,105 – –
AAP
100
Arax Advisory Partners
Colorado
$26.2K 1,615 +5 +0.3%
2 3
4
5 6