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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

125 hedge funds and large institutions have $236M invested in First Trust Energy AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 33 increasing their positions, 48 reducing their positions, and 16 closing their positions.

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
33
Reduced
48
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$11.6M
2
IAA
2
Independent Advisor Alliance
North Carolina
$2.99M
3
Jane Street
3
Jane Street
New York
$1.66M
4
MSWA
4
Marshall & Sterling Wealth Advisors
New York
$1.58M
5
MP
5
Moment Partners
California
$1.36M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.41M
2
LPL Financial
2
LPL Financial
California
$29.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$43.6M
4
Tudor Investment Corp
4
Tudor Investment Corp
Connecticut
$0
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$1.46M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
76
PFG Advisors
Arizona
$170K 10,420 -118 -1%
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$154K 9,443 -172 -2%
Comerica Bank
78
Comerica Bank
Texas
$123K 7,543 -275 -4%
IA
79
IFP Advisors
Florida
$119K 7,307 +469 +7%
GRP
80
Global Retirement Partners
California
$89.5K 5,476 +1,040 +23%
GWM
81
Geneos Wealth Management
Colorado
$86.5K 5,291 +1,604 +44%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$79K 4,855 -65 -1%
CAS
83
Coppell Advisory Solutions
Texas
$75.1K 4,649 -632 -12%
PS
84
Principal Securities
Iowa
$55.5K 3,399 -122 -3%
CA
85
CoreCap Advisors
Michigan
$47.8K 2,927 -171 -6%
SS
86
Sunbelt Securities
Texas
$44.6K 2,759 – –
TWM
87
Topsail Wealth Management
North Carolina
$42.5K 2,600 +2,600 New
MA
88
MCF Advisors
Kentucky
$40.9K 2,500 – –
PTC
89
Private Trust Company
Ohio
$34.4K 2,105 – –
MIM
90
MTM Investment Management
South Carolina
$33.4K 2,044 – –
OP
91
ORG Partners
Indiana
$32.7K 2,000 +2,000 New
CFD
92
Creative Financial Designs
Indiana
$30.8K 1,885 -4,536 -71%
AAP
93
Arax Advisory Partners
Colorado
$26.4K 1,618 +3 +0.2%
GSWM
94
Golden State Wealth Management
California
$24.6K 1,503 +1,503 New
ACA
95
Aptus Capital Advisors
Alabama
$22.7K 1,392 +1,362 +4,540%
JPMorgan Chase & Co
96
JPMorgan Chase & Co
New York
$19.6K 1,200 +1,200 New
PB
97
Pinnacle Bancorp
Nebraska
$18K 1,100 – –
T
98
Transce3nd
Texas
$17.2K 1,055 +1,055 New
AG
99
AmeriFlex Group
Nevada
$16.7K 1,002 +1,002 New
MFC
100
Mechanics Financial Corp
Ohio
$16.4K 1,004 – –
2 3
4
5 6