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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

146 hedge funds and large institutions have $1.35B invested in First Trust Energy AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 32 reducing their positions, and 18 closing their positions.

Holders
146
Holders Change
+13
Holders Change %
+9.77%
% of All Funds
2.31%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
33
Increased
68
Reduced
32
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$608M
2
Wells Fargo
2
Wells Fargo
California
$124M
3
Morgan Stanley
3
Morgan Stanley
New York
$108M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$47.5M
5
NC
5
NewSquare Capital
Pennsylvania
$18.3M

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$1.48M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$5.53M
3
CA
3
Crumly & Associates
Illinois
$10.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.57M
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IA
101
IFG Advisory
Georgia
$283K 17,802 +4,933 +38%
CA
102
Cetera Advisors
Colorado
$283K 17,748 +17,748 New
CFGS
103
Concourse Financial Group Securities
Alabama
$277K 17,390 -18,122 -51%
DBRC
104
D.B. Root & Company
Pennsylvania
$264K 16,627 +16,627 New
PMG
105
ProVise Management Group
Florida
$263K 16,540 – –
SCFS
106
S.C. Financial Services
Arizona
$236K 14,785 -1,449 -9%
PA
107
PFG Advisors
Arizona
$230K 14,441 -1,236 -8%
BCM
108
Brookstone Capital Management
Illinois
$220K 13,954 -1,723 -11%
MC
109
Moors & Cabot
Massachusetts
$204K 12,817 +12,817 New
Fisher Asset Management
110
Fisher Asset Management
Washington
$194K 12,194 +12,194 New
TI
111
tru Independence
Oregon
$189K 11,844 +36 +0.3%
Bank of New York Mellon
112
Bank of New York Mellon
New York
$184K 11,533 +11,533 New
GWM
113
Geneos Wealth Management
Colorado
$183K 11,518 +5,932 +106%
BEI
114
Benjamin Edwards Inc
Missouri
$173K 10,835 -1,353 -11%
HFS
115
Howard Financial Services
Texas
$171K 10,761 -669 -6%
PPA
116
Parametric Portfolio Associates
Washington
$170K 10,650 +10,650 New
WE
117
Wealth Effects
Massachusetts
$167K 10,500 – –
FHA
118
Flagship Harbor Advisors
Massachusetts
$165K 10,371 +10,371 New
SPIA
119
Steward Partners Investment Advisory
New York
$159K 10,008 -20,688 -67%
HWM
120
Holloway Wealth Management
Florida
– – – –
GRP
121
Global Retirement Partners
California
$136K 8,180 +8,180 New
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$135K 8,490 -7,114 -46%
MCC
123
Money Concepts Capital
Florida
$92K 5,745 +4,395 +326%
AWM
124
Accel Wealth Management
Iowa
$52K 3,252 +3,252 New
TRCT
125
Tower Research Capital (TRC)
New York
$49K 3,054 -25,283 -89%
3 4
5
6 7