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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

133 hedge funds and large institutions have $289M invested in First Trust Energy AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 51 increasing their positions, 20 reducing their positions, and 13 closing their positions.

Holders
133
Holders Change
+34
Holders Change %
+34.34%
% of All Funds
2.05%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
47
Increased
51
Reduced
20
Closed
13
Calls
–
Puts
$253K
Net Calls
-$253K
Net Calls Change
-$253K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$50.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$41.8M
3
Bank of America
3
Bank of America
North Carolina
$13.1M
4
Stifel Financial
4
Stifel Financial
Missouri
$5.57M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.24M

Top Sellers

1
SAM
1
Synergy Asset Management
Washington
$0
2
SL
2
Savior LLC
Massachusetts
$1.61M
3
RJA
3
Raymond James & Associates
Florida
$14.4M
4
TCWM
4
Total Clarity Wealth Management
Illinois
$31K
5
CA
5
Cetera Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
101
Geneos Wealth Management
Colorado
$66K 5,586 +1,307 +31%
IPW
102
IronBridge Private Wealth
Texas
$62K 5,149 +5,149 New
ODG
103
O'Dell Group
Ohio
$51K 4,302 +4,302 New
AIM
104
Anchor Investment Management
South Carolina
$50.2K 4,214 +4,214 New
CAL
105
Capital Analysts LLC
Pennsylvania
$36K 3,000 +900 +43%
MIM
106
MTM Investment Management
South Carolina
$32K 2,690 – –
TCWM
107
Total Clarity Wealth Management
Illinois
$31K 2,626 -52,419 -95%
Koshinski Asset Management
108
Koshinski Asset Management
Illinois
$30.6K 2,564 – –
Fidelity Investments
109
Fidelity Investments
Massachusetts
$24K 2,006 +2,006 New
BAM
110
Bellevue Asset Management
Washington
$23K 1,897 -45 -2%
CFD
111
Creative Financial Designs
Indiana
$23K 1,896 +1,896 New
AP
112
Atwood & Palmer
Missouri
$17K 1,400 – –
MCC
113
Money Concepts Capital
Florida
$16K 1,350 +1,350 New
CAAS
114
Capital Asset Advisory Services
Michigan
$15K 1,289 – –
NFG
115
Next Financial Group
Texas
$14K 1,180 +1,180 New
TWM
116
Tradition Wealth Management
Minnesota
$10K 800 -200 -20%
TF
117
TimeScale Financial
Massachusetts
$8K 646 – –
AF
118
Advisornet Financial
Minnesota
$8K 636 +2 +0.3%
FWM
119
Focused Wealth Management
New York
$8K 655 +2 +0.3%
TLFA
120
True Link Financial Advisors
California
$8K 640 +640 New
SPWG
121
Sage Private Wealth Group
Illinois
$7K 654 +3 +0.5%
AAP
122
Arax Advisory Partners
Colorado
$6K 464 +2 +0.4%
William Blair & Company
123
William Blair & Company
Illinois
$5K 419 – –
WWM
124
Wagner Wealth Management
South Carolina
$4K 298 +298 New
SFPG
125
Stonebridge Financial Planning Group
Florida
$3K 250 – –
2 3 4
5
6