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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

150 hedge funds and large institutions have $427M invested in First Trust Energy AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 56 reducing their positions, and 26 closing their positions.

Holders
150
Holders Change
-3
Holders Change %
-1.96%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
49
Reduced
56
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$123M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.57M
3
PG
3
Prostatis Group
Maryland
$6.31M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.86M
5
UBS Group
5
UBS Group
Switzerland
$31.6M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$47.7M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6.46M
3
DADC
3
D.A. Davidson & Co
Montana
$3.39M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.73M
5
Truist Financial
5
Truist Financial
North Carolina
$735K
Name Market Value Shares Shares
Change 		Shares
Change %
CAS
101
Coppell Advisory Solutions
Texas
$226K 13,547 -36,669 -73%
PFG
102
Prosperity Financial Group
California
$225K 13,490 -1,389 -9%
Comerica Bank
103
Comerica Bank
Texas
$214K 12,797 -2,543 -17%
CWP
104
Cyndeo Wealth Partners
Florida
$212K 12,691 – –
PFA
105
Pinnacle Family Advisors
Missouri
$209K 12,509 -403 -3%
MC
106
Moors & Cabot
Massachusetts
$205K 12,301 +10 +0.1%
PA
107
PFG Advisors
Arizona
$194K 11,625 -2,052 -15%
Mariner
108
Mariner
Kansas
$193K 11,566 -1,113 -9%
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$184K 11,009 -11,918 -52%
M1FG
110
Mach-1 Financial Group
Arkansas
$184K 11,006 -7,159 -39%
SOS
111
Silver Oak Securities
Tennessee
$180K 10,776 +10,776 New
GRP
112
Global Retirement Partners
California
$177K 11,078 +2,647 +31%
WE
113
Wealth Effects
Massachusetts
$175K 10,500 – –
HF
114
HRT Financial
New York
$172K 10,310 +10,310 New
CA
115
Calton & Associates
Florida
$169K 10,100 +10,100 New
NC
116
NewSquare Capital
Pennsylvania
$89.3K 5,350 -440 -8%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$75K 4,492 +524 +13%
BEI
118
Benjamin Edwards Inc
Missouri
$67K 4,000 +3,794 +1,842%
GWM
119
Geneos Wealth Management
Colorado
$61.7K 3,695 – –
SS
120
Sunbelt Securities
Texas
$46K 2,759 – –
CFGS
121
Concourse Financial Group Securities
Alabama
$45.1K 2,702 +7 +0.3%
MA
122
MCF Advisors
Kentucky
$41.7K 2,500 +2,500 New
AssetMark Inc
123
AssetMark Inc
California
$41.6K 2,490 +869 +54%
PTC
124
Private Trust Company
Ohio
$40.6K 2,432 -3,026 -55%
MIM
125
MTM Investment Management
South Carolina
$34.1K 2,044 – –
3 4
5
6 7