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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

133 hedge funds and large institutions have $352M invested in First Trust Energy AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 58 reducing their positions, and 25 closing their positions.

Holders
133
Holders Change
-12
Holders Change %
-8.28%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
39
Reduced
58
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GS
1
GTS Securities
New York
$3.61M
2
LPL Financial
2
LPL Financial
California
$44.6M
3
Millennium Management
3
Millennium Management
New York
$2.92M
4
HF
4
HRT Financial
New York
$1.97M
5
PWA
5
PCG Wealth Advisors
Kansas
$5.38M

Top Sellers

1
GAA
1
Global Assets Advisory
Florida
$0
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$0
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$0
4
TWM
4
Trinity Wealth Management
Pennsylvania
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$56.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$88K 4,846 +2 +0%
CA
102
CoreCap Advisors
Michigan
$73.7K 4,048 -171 -4%
GRP
103
Global Retirement Partners
California
$62.4K 3,431 -7,760 -69%
PS
104
Principal Securities
Iowa
$61.9K 3,400 +2,481 +270%
OSAM
105
O'Shaughnessy Asset Management
Connecticut
$54.6K 3,000 +3,000 New
ATPW
106
Ashton Thomas Private Wealth
Arizona
$54.1K 2,972 +2,972 New
SS
107
Sunbelt Securities
Texas
$50.2K 2,759 – –
SWC
108
Spectrum Wealth Counsel
Indiana
$47.2K 2,592 -701 -21%
MA
109
MCF Advisors
Kentucky
$45.5K 2,500 – –
Fidelity Investments
110
Fidelity Investments
Massachusetts
$42.3K 2,324 +263 +13%
PTC
111
Private Trust Company
Ohio
$38.3K 2,105 +97 +5%
MIM
112
MTM Investment Management
South Carolina
$37.2K 2,044 – –
TAM
113
Tucker Asset Management
Colorado
$32.6K 1,790 +1,286 +255%
AAP
114
Arax Advisory Partners
Colorado
$29.3K 1,610 +2 +0.1%
PB
115
Pinnacle Bancorp
Nebraska
$20K 1,100 – –
MFC
116
Mechanics Financial Corp
Ohio
$18.3K 1,004 +1,004 New
RFA
117
Register Financial Advisors
Georgia
$18.2K 1,000 -250 -20%
CAM
118
Creekmur Asset Management
Illinois
$17.9K 981 +875 +825%
DFA
119
DHJJ Financial Advisors
Illinois
$14.5K 795 – –
William Blair & Company
120
William Blair & Company
Illinois
$13.6K 745 – –
VF
121
VitalStone Financial
Texas
$13.3K 730 -5,900 -89%
FFA
122
Farther Finance Advisors
California
$11.8K 651 – –
GTAM
123
Global Trust Asset Management
Florida
$7.36K 405 – –
CIAS
124
Capital Investment Advisory Services
North Carolina
$6.39K 351 +1 +0.3%
TFA
125
Transamerica Financial Advisors
Florida
$6K 294 – –
3 4
5
6 7