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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

133 hedge funds and large institutions have $289M invested in First Trust Energy AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 51 increasing their positions, 20 reducing their positions, and 13 closing their positions.

Holders
133
Holders Change
+34
Holders Change %
+34.34%
% of All Funds
2.05%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
47
Increased
51
Reduced
20
Closed
13
Calls
–
Puts
$253K
Net Calls
-$253K
Net Calls Change
-$253K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$50.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$41.8M
3
Bank of America
3
Bank of America
North Carolina
$13.1M
4
Stifel Financial
4
Stifel Financial
Missouri
$5.57M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.24M

Top Sellers

1
SAM
1
Synergy Asset Management
Washington
$0
2
SL
2
Savior LLC
Massachusetts
$1.61M
3
RJA
3
Raymond James & Associates
Florida
$14.4M
4
TCWM
4
Total Clarity Wealth Management
Illinois
$31K
5
CA
5
Cetera Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$3K 245 – –
LAS
127
Lloyd Advisory Services
Georgia
$2K 195 -12 -6%
US Bancorp
128
US Bancorp
Minnesota
$2K 147 – –
TFS
129
TrustCore Financial Services
Tennessee
$2K 135 +135 New
APA
130
American Portfolios Advisors
New York
$1.76K 148 +148 New
WB
131
Webster Bank
Connecticut
$1K 67 – –
TAM
132
Tucker Asset Management
Colorado
$988 83 +14 +20%
SAM
133
Synergy Asset Management
Washington
– – -411,365 Closed
CA
134
Cetera Advisors
Colorado
– – -52,289 Closed
Millennium Management
135
Millennium Management
New York
– – -44,500 Closed
AFWM
136
AMJ Financial Wealth Management
Virginia
– – -28,425 Closed
Renaissance Technologies
137
Renaissance Technologies
New York
– – -16,900 Closed
FMP
138
Financial Management Professionals
Texas
– – -8,445 Closed
GRP
139
Global Retirement Partners
California
– – -7,623 Closed
AWA
140
Arkadios Wealth Advisors
Georgia
– – -5,744 Closed
Barclays
141
Barclays
United Kingdom
– – -3,712 Closed
CFA
142
Carroll Financial Associates
North Carolina
– – -900 Closed
HI
143
Hudock Inc
Pennsylvania
– – -500 Closed
Citigroup
144
Citigroup
New York
– – -200 Closed
CG
145
Cutler Group
California
– – -200 Closed
Susquehanna International Group
146
Susquehanna International Group
Pennsylvania
– – – –
ACA
147
Aptus Capital Advisors
Alabama
$0 30 – –
JPMorgan Chase & Co
148
JPMorgan Chase & Co
New York
$0 1 – –
2 3 4 5
6