FXN icon

First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

165 hedge funds and large institutions have $452M invested in First Trust Energy AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 91 reducing their positions, and 41 closing their positions.

Holders
165
Holders Change
-24
Holders Change %
-12.7%
% of All Funds
2.64%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
21
Increased
37
Reduced
91
Closed
41
Calls
$8K
Puts
–
Net Calls
+$8K
Net Calls Change
-$171K

Top Buyers

1
TC
1
TAP Consulting
Missouri
$2.22M
2
SPC
2
Sigma Planning Corp
Michigan
$5.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.78M
4
CAG
4
Csenge Advisory Group
Florida
$7.28M
5
SFPG
5
Stonebridge Financial Planning Group
Florida
$1.24M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$0
2
Wells Fargo
2
Wells Fargo
California
$57.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$59.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$15.3M
5
ODG
5
O'Dell Group
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Chevy Chase Trust
126
Chevy Chase Trust
Maryland
$163K 10,527 – –
WE
127
Wealth Effects
Massachusetts
$163K 10,500 – –
WS
128
Wedbush Securities
California
$162K 10,407 +10,407 New
AFG
129
ABLE Financial Group
Arizona
$158K 10,209 +10,209 New
CA
130
Calton & Associates
Florida
$157K 10,122 +10,122 New
PTC
131
Private Trust Company
Ohio
$156K 10,039 -1,362 -12%
GRP
132
Global Retirement Partners
California
$122K 8,425 -1,166 -12%
CFGS
133
Concourse Financial Group Securities
Alabama
$105K 6,740 -11,700 -63%
NC
134
NewSquare Capital
Pennsylvania
$89.9K 5,790 -327,835 -98%
AAS
135
Ameritas Advisory Services
Nebraska
$83.8K 5,365 +5,365 New
TF
136
TimeScale Financial
Massachusetts
$75.4K 4,856 +4,856 New
WP
137
WealthPLAN Partners
Nebraska
$74.5K 4,799 +4,799 New
DWMG
138
DB Wealth Management Group
California
$55.7K 3,588 – –
JAWM
139
J. Arnold Wealth Management
Ohio
$49.2K 3,172 -1,282 -29%
Fidelity Investments
140
Fidelity Investments
Massachusetts
$40.2K 2,590 +1,805 +230%
JPMorgan Chase & Co
141
JPMorgan Chase & Co
New York
$38.4K 2,475 -875 -26%
MIM
142
MTM Investment Management
South Carolina
$31.7K 2,044 – –
TFA
143
Transamerica Financial Advisors
Florida
$27K 1,717 -91,437 -98%
AAP
144
Arax Advisory Partners
Colorado
$24.8K 1,598 +8 +0.5%
TAM
145
Tucker Asset Management
Colorado
$23.5K 1,512 +189 +14%
GTAM
146
Global Trust Asset Management
Florida
$23.5K 1,511 -405 -21%
AWM
147
Accel Wealth Management
Iowa
$21.3K 1,370 +72 +6%
TFGT
148
TS Financial Group (TSFG)
Illinois
$18K 1,133 -11,760 -91%
SWM
149
Spire Wealth Management
Virginia
$14.9K 963 -7,747 -89%
WIM
150
Westside Investment Management
California
$14.3K 920 – –
4 5
6
7 8