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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

165 hedge funds and large institutions have $452M invested in First Trust Energy AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 91 reducing their positions, and 41 closing their positions.

Holders
165
Holders Change
-24
Holders Change %
-12.7%
% of All Funds
2.64%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
21
Increased
37
Reduced
91
Closed
41
Calls
$8K
Puts
–
Net Calls
+$8K
Net Calls Change
-$171K

Top Buyers

1
TC
1
TAP Consulting
Missouri
$2.22M
2
SPC
2
Sigma Planning Corp
Michigan
$5.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.78M
4
CAG
4
Csenge Advisory Group
Florida
$7.28M
5
SFPG
5
Stonebridge Financial Planning Group
Florida
$1.24M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$0
2
Wells Fargo
2
Wells Fargo
California
$57.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$59.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$15.3M
5
ODG
5
O'Dell Group
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAC
101
Certified Advisory Corp
Florida
$302K 19,481 +19,481 New
SFS
102
Sowell Financial Services
Arkansas
$299K 19,262 -2,000 -9%
SEA
103
Stegent Equity Advisors
Texas
$289K 18,634 -7,741 -29%
FHC
104
First Heartland Consultants
Missouri
$288K 18,571 -2,140 -10%
AWM
105
Avior Wealth Management
Nebraska
$288K 18,563 +18,563 New
SAM
106
Secure Asset Management
Michigan
$285K 18,347 -13,490 -42%
BCP
107
Blackhawk Capital Partners
Wisconsin
$284K 18,311 +18,311 New
CWP
108
Cyndeo Wealth Partners
Florida
$279K 18,006 -406,098 -96%
SS
109
Sunbelt Securities
Texas
$270K 17,659 +17,659 New
NW
110
NewEdge Wealth
Pennsylvania
$263K 16,965 +16,965 New
DIP
111
Davis Investment Partners
North Carolina
$247K 15,700 -6,750 -30%
WCFA
112
Walkner Condon Financial Advisors
Wisconsin
$233K 14,984 +3,439 +30%
PMG
113
ProVise Management Group
Florida
$221K 14,240 – –
IAS
114
Insigneo Advisory Services
Florida
$213K 13,700 – –
BCI
115
Brinker Capital Investments
Pennsylvania
$210K 13,554 +13,554 New
OPS
116
Orion Portfolio Solutions
Nebraska
$210K 13,554 +13,554 New
PA
117
PFG Advisors
Arizona
$203K 13,103 -479 -4%
JIP
118
Jaffetilchin Investment Partners
Florida
$195K 12,536 -7,441 -37%
AR
119
Apeiron RIA
Texas
$193K 12,408 +12,408 New
MC
120
Moors & Cabot
Massachusetts
$191K 12,274 +24 +0.2%
Fisher Asset Management
121
Fisher Asset Management
Washington
$189K 12,189 -161 -1%
GIA
122
Gladstone Institutional Advisory
Florida
$187K 12,051 -86,081 -88%
TI
123
tru Independence
Oregon
$187K 12,045 -161 -1%
PPWM
124
Paragon Private Wealth Management
Kentucky
$178K 11,467 -201,495 -95%
OFS
125
OneAscent Financial Services
Alabama
$175K 11,289 -3,489 -24%
3 4
5
6 7