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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

189 hedge funds and large institutions have $1.61B invested in First Trust Energy AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 84 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+24
Holders Change %
+14.55%
% of All Funds
3.05%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
39
Increased
84
Reduced
56
Closed
13
Calls
$179K
Puts
–
Net Calls
+$179K
Net Calls Change
+$176K

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$710M
2
LPL Financial
LPL Financial
California
$60.1M
3
AWM
AE Wealth Management
Kansas
$14.7M
4
Wells Fargo
Wells Fargo
California
$135M
5
Morgan Stanley
Morgan Stanley
New York
$125M

Top Sellers

1
NC
NewSquare Capital
Pennsylvania
$5.7M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$3.98M
3
BFEC
Benjamin F. Edwards & Company
Missouri
$11.8M
4
AFM
Andesa Financial Management
Pennsylvania
$1.02M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$520K
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
126
Level Four Advisory Services
Texas
$364K -$134K -7,862 -27%
SFS
127
Sowell Financial Services
Arkansas
$363K +$363K +21,262 New
FHC
128
First Heartland Consultants
Missouri
$354K +$354K +20,711 New
JIP
129
Jaffetilchin Investment Partners
Florida
$341K -$99.2K -5,803 -23%
KDA
130
Kraft Davis & Associates
Missouri
$328K +$328K +19,465 New
SWP
131
Stratos Wealth Partners
Ohio
$322K +$322K +18,870 New
KA
132
Kovack Advisors
Florida
$322K +$57.4K +3,358 +22%
CFGS
133
Concourse Financial Group Securities
Alabama
$315K +$2.24K +131 +0.7%
HF
134
HRT Financial
New York
$292K +$292K +17,136 New
EA
135
Ergawealth Advisors
Illinois
$290K +$290K +16,986 New
OBWG
136
Onyx Bridge Wealth Group
New York
$285K -$730K -43,630 -72%
SCFS
137
S.C. Financial Services
Arizona
$254K +$254K +14,863 New
OFS
138
OneAscent Financial Services
Alabama
$253K +$253K +14,778 New
PMG
139
ProVise Management Group
Florida
$243K +$46.1K +2,700 +23%
PWM
140
Prosperity Wealth Management
California
$236K +$236K +13,834 New
IAS
141
Insigneo Advisory Services
Florida
$234K +$234K +13,700 New
PA
142
PFG Advisors
Arizona
$232K -$18.1K -1,061 -7%
TFGT
143
TS Financial Group (TSFG)
Illinois
$220K -$8.99K -527 -4%
Fisher Asset Management
144
Fisher Asset Management
Washington
$211K -$2.8K -164 -1%
MC
145
Moors & Cabot
Massachusetts
$209K +$188 +11 +0.1%
BEI
146
Benjamin Edwards Inc
Missouri
$209K +$88.6K +5,191 +74%
TI
147
tru Independence
Oregon
$209K -$752 -44 -0.4%
TCOO
148
Trust Company of Oklahoma
Oklahoma
$207K +$207K +12,126 New
GSIAS
149
Garden State Investment Advisory Services
New Jersey
$201K +$201K +11,780 New
WCFA
150
Walkner Condon Financial Advisors
Wisconsin
$197K +$197K +11,545 New
4 5
6
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