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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

165 hedge funds and large institutions have $1.37B invested in First Trust Energy AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 69 increasing their positions, 61 reducing their positions, and 17 closing their positions.

Holders
165
Holders Change
+1
Holders Change %
+0.61%
% of All Funds
2.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
19
Increased
69
Reduced
61
Closed
17
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
+$3K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$617M
2
NC
2
NewSquare Capital
Pennsylvania
$15.4M
3
VCM
3
Virtue Capital Management
Tennessee
$14.2M
4
SI
4
Stephens Inc
Arkansas
$3.63M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$18.8M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$113M
2
Bank of America
2
Bank of America
North Carolina
$26.2M
3
SMF
3
Sterling Manor Financial
New York
$0
4
NA
4
Navellier & Associates
Nevada
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$3.56M
Name Market Value Shares Shares
Change 		Shares
Change %
JIP
101
Jaffetilchin Investment Partners
Florida
$402K 25,780 +25,780 New
IWM
102
IHT Wealth Management
Illinois
$401K 25,700 +4,507 +21%
PFA
103
Pinnacle Family Advisors
Missouri
$392K 25,144 +187 +0.7%
AWA
104
Arkadios Wealth Advisors
Georgia
$385K 24,659 -1,008 -4%
RIA
105
Regal Investment Advisors
Michigan
$380K 24,348 +1,958 +9%
BIM
106
Bullseye Investment Management
Ohio
$378K 24,231 +24,231 New
Renaissance Technologies
107
Renaissance Technologies
New York
$370K 23,700 -6,400 -21%
CCA
108
Cottonwood Capital Advisors
Utah
$366K 23,446 -2,544 -10%
SAM
109
SignalPoint Asset Management
Missouri
$345K 22,132 – –
1W
110
1776 Wealth
Georgia
$343K 21,950 – –
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$331K 21,216 -4,163 -16%
IA
112
IFG Advisory
Georgia
$324K 20,794 -2,796 -12%
SFPG
113
Stonebridge Financial Planning Group
Florida
$316K 20,229 +20,229 New
WCM
114
WealthBridge Capital Management
Ohio
$288K 19,481 – –
FEM
115
Fulcrum Equity Management
Texas
$287K 18,369 -112,263 -86%
CFGS
116
Concourse Financial Group Securities
Alabama
$286K 18,309 +2,041 +13%
DC
117
Davenport & Co
Virginia
$280K 17,922 +17,922 New
KA
118
Kovack Advisors
Florida
$241K 15,462 -44,007 -74%
PA
119
PFG Advisors
Arizona
$229K 14,643 -140 -0.9%
FTUS
120
Flow Traders U.S.
New York
$219K 14,052 +14,052 New
TFGT
121
TS Financial Group (TSFG)
Illinois
$209K 13,420 +13,420 New
JAWM
122
J. Arnold Wealth Management
Ohio
$204K 13,073 +13,073 New
GIA
123
Gladstone Institutional Advisory
Florida
$196K 12,536 -45,255 -78%
Fisher Asset Management
124
Fisher Asset Management
Washington
$195K 12,514 -1,064 -8%
MC
125
Moors & Cabot
Massachusetts
$191K 12,239 -91 -0.7%
3 4
5
6 7