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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

146 hedge funds and large institutions have $1.35B invested in First Trust Energy AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 32 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+13
Holders Change %
+9.77%
% of All Funds
2.31%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
33
Increased
68
Reduced
32
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$608M
2
Wells Fargo
Wells Fargo
California
$124M
3
Morgan Stanley
Morgan Stanley
New York
$108M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$47.5M
5
NC
NewSquare Capital
Pennsylvania
$18.3M

Top Sellers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
$1.48M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.53M
3
CA
Crumly & Associates
Illinois
$10.8M
4
Goldman Sachs
Goldman Sachs
New York
$2.57M
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
126
Capital Investment Advisory Services
North Carolina
$48K -$54.7K -3,403 -53%
TFA
127
Transamerica Financial Advisors
Florida
$47K +$47K +2,916 New
MIM
128
MTM Investment Management
South Carolina
$43K – – –
Koshinski Asset Management
129
Koshinski Asset Management
Illinois
$40.8K – – –
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$37K +$37K +2,320 New
CAL
131
Capital Analysts LLC
Pennsylvania
$35K -$12.7K -800 -27%
Fidelity Investments
132
Fidelity Investments
Massachusetts
$34K +$2.16K +136 +7%
CFD
133
Creative Financial Designs
Indiana
$30K – – –
AP
134
Atwood & Palmer
Missouri
$22K – – –
TAM
135
Tucker Asset Management
Colorado
$21.6K +$20.2K +1,271 +1,531%
APA
136
American Portfolios Advisors
New York
$14.1K +$11.8K +739 +499%
TWM
137
Tradition Wealth Management
Minnesota
$13K – – –
FWM
138
Focused Wealth Management
New York
$10K – – –
SPWG
139
Sage Private Wealth Group
Illinois
$10K +$30 +2 +0.3%
AF
140
Advisornet Financial
Minnesota
$10K +$47 +3 +0.5%
William Blair & Company
141
William Blair & Company
Illinois
$7K – – –
AAP
142
Arax Advisory Partners
Colorado
$7K +$15 +1 +0.2%
WWM
143
Wagner Wealth Management
South Carolina
$4K -$905 -55 -18%
LAS
144
Lloyd Advisory Services
Georgia
$4K +$1.01K +66 +34%
US Bancorp
145
US Bancorp
Minnesota
$2K – – –
TFS
146
TrustCore Financial Services
Tennessee
$2K – – –
FTUS
147
Flow Traders U.S.
New York
– -$478K -40,116 Closed
Jane Street
148
Jane Street
New York
– -$473K -39,650 Closed
EAM
149
Empirical Asset Management
Massachusetts
– -$245K -20,545 Closed
IA
150
Insight Advisors
Pennsylvania
– -$168K -14,053 Closed
3 4 5
6
7