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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

125 hedge funds and large institutions have $236M invested in First Trust Energy AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 33 increasing their positions, 48 reducing their positions, and 16 closing their positions.

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
33
Reduced
48
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$11.6M
2
IAA
2
Independent Advisor Alliance
North Carolina
$2.99M
3
Jane Street
3
Jane Street
New York
$1.66M
4
MSWA
4
Marshall & Sterling Wealth Advisors
New York
$1.58M
5
MP
5
Moment Partners
California
$1.36M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.41M
2
LPL Financial
2
LPL Financial
California
$29.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$43.6M
4
Tudor Investment Corp
4
Tudor Investment Corp
Connecticut
$0
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$1.46M
Name Market Value Shares Shares
Change 		Shares
Change %
RFA
101
Register Financial Advisors
Georgia
$16.3K 1,000 – –
Fidelity Investments
102
Fidelity Investments
Massachusetts
$16K 979 -130 -12%
VWM
103
Vermillion Wealth Management
Minnesota
$15.5K 948 +948 New
DFA
104
DHJJ Financial Advisors
Illinois
$13K 795 – –
William Blair & Company
105
William Blair & Company
Illinois
$12.2K 745 – –
FFA
106
Farther Finance Advisors
California
$10.6K 651 – –
BTI
107
Blue Trust Inc
Georgia
$9.86K 603 +603 New
CFGS
108
Concourse Financial Group Securities
Alabama
$8.83K 501 -12,263 -96%
GTAM
109
Global Trust Asset Management
Florida
$6.61K 405 – –
SWM
110
Spire Wealth Management
Virginia
$4.53K 277 – –
CIAS
111
Capital Investment Advisory Services
North Carolina
$3.31K 202 -150 -43%
TSMHT
112
Thurston Springer Miller Herd & Titak
Indiana
$3.27K 200 +200 New
AI
113
Arvest Investments
Arkansas
$2.55K 156 -102 -40%
US Bancorp
114
US Bancorp
Minnesota
$2.4K 147 – –
TFA
115
Transamerica Financial Advisors
Florida
$2K 115 – –
TAM
116
Tucker Asset Management
Colorado
$1.65K 101 – –
Qube Research & Technologies (QRT)
117
Qube Research & Technologies (QRT)
United Kingdom
$1.54K 94 -207 -69%
WWM
118
Wagner Wealth Management
South Carolina
$1.3K 80 – –
KWM
119
Kiker Wealth Management
Georgia
$1.27K 78 +78 New
EWA
120
EverSource Wealth Advisors
Alabama
$915 56 +56 New
GWANC
121
Guardian Wealth Advisors (North Carolina)
North Carolina
$490 30 – –
NS
122
NBC Securities
Alabama
$345 21 -26,631 -100%
SS
123
SBI Securities
Japan
$163 10 +10 New
SAM
124
Synergy Asset Management
Washington
$65 4 +4 New
AssetMark Inc
125
AssetMark Inc
California
$49 3 -4 -57%
2 3 4
5
6