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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

78 hedge funds and large institutions have $140M invested in First Trust Energy AlphaDEX Fund in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 51 reducing their positions, and 28 closing their positions.

Holders
78
Holders Change
-23
Holders Change %
-22.77%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
16
Reduced
51
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIM
1
Astor Investment Management
Illinois
$5.6M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$4.61M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$835K
4
GFPC
4
Global Financial Private Capital
Florida
$1.53M
5
PFS
5
Prospera Financial Services
Texas
$495K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.6M
2
Wells Fargo
2
Wells Fargo
California
$20.7M
3
HA
3
Hays Advisory
Tennessee
$0
4
UBS Group
4
UBS Group
Switzerland
$10.8M
5
RJA
5
Raymond James & Associates
Florida
$6.67M
Name Market Value Shares Shares
Change 		Shares
Change %
IPC
101
Independent Portfolio Consultants
Florida
– – -1,005 Closed
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
– – -504 Closed
MAS
103
Madden Advisory Services
Florida
– – -470 Closed
PS
104
Portfolio Solutions
Michigan
– – -320 Closed
CFD
105
Creative Financial Designs
Indiana
– – -1 Closed
Parallax Volatility Advisers
106
Parallax Volatility Advisers
California
$0 1 – –
NC
107
NewSquare Capital
Pennsylvania
– – – –
1 2 3 4
5