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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

121 hedge funds and large institutions have $253M invested in First Trust Energy AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 61 reducing their positions, and 22 closing their positions.

Holders
121
Holders Change
-12
Holders Change %
-9.02%
% of All Funds
1.75%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
26
Reduced
61
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$4.02M
2
Tudor Investment Corp
2
Tudor Investment Corp
Connecticut
$1.58M
3
BEI
3
Benjamin Edwards Inc
Missouri
$1.05M
4
TSS
4
Two Sigma Securities
New York
$713K
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.39M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$16.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.16M
3
Wells Fargo
3
Wells Fargo
California
$34.1M
4
CA
4
Crumly & Associates
Illinois
$4.18M
5
IPW
5
IronBridge Private Wealth
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
101
Fidelity Investments
Massachusetts
$18K 1,109 -1,215 -52%
PB
102
Pinnacle Bancorp
Nebraska
$17.8K 1,100 – –
MFC
103
Mechanics Financial Corp
Ohio
$16.3K 1,004 – –
RFA
104
Register Financial Advisors
Georgia
$16.2K 1,000 – –
DFA
105
DHJJ Financial Advisors
Illinois
$12.9K 795 – –
William Blair & Company
106
William Blair & Company
Illinois
$12.1K 745 – –
VF
107
VitalStone Financial
Texas
$11.9K 735 +5 +0.7%
FFA
108
Farther Finance Advisors
California
$10.6K 651 – –
GTAM
109
Global Trust Asset Management
Florida
$6.56K 405 – –
CIAS
110
Capital Investment Advisory Services
North Carolina
$5.71K 352 +1 +0.3%
Qube Research & Technologies (QRT)
111
Qube Research & Technologies (QRT)
United Kingdom
$4.88K 301 -109,349 -100%
SWM
112
Spire Wealth Management
Virginia
$4.5K 277 – –
AI
113
Arvest Investments
Arkansas
$4.18K 258 -51 -17%
US Bancorp
114
US Bancorp
Minnesota
$2.38K 147 – –
TFA
115
Transamerica Financial Advisors
Florida
$2K 115 -179 -61%
TAM
116
Tucker Asset Management
Colorado
$1.64K 101 -1,689 -94%
WWM
117
Wagner Wealth Management
South Carolina
$1.29K 80 -41 -34%
HT
118
Headlands Technologies
Illinois
$600 37 +37 New
GWANC
119
Guardian Wealth Advisors (North Carolina)
North Carolina
$487 30 – –
ACA
120
Aptus Capital Advisors
Alabama
$487 30 – –
AssetMark Inc
121
AssetMark Inc
California
$114 7 -272 -97%
JPMorgan Chase & Co
122
JPMorgan Chase & Co
New York
– – – –
SIS
123
Sound Income Strategies
Florida
– – – –
IPW
124
IronBridge Private Wealth
Texas
– – -210,981 Closed
Millennium Management
125
Millennium Management
New York
– – -160,276 Closed
2 3 4
5
6