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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

145 hedge funds and large institutions have $417M invested in First Trust Energy AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 67 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-5
Holders Change %
-3.33%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
44
Reduced
67
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GAA
Global Assets Advisory
Florida
$23.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.4M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$5.68M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$6.04M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$14.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$63M
2
PG
Prostatis Group
Maryland
$193K
3
Wells Fargo
Wells Fargo
California
$49.5M
4
NA
Navellier & Associates
Nevada
$470K
5
NA
NewEdge Advisors
Louisiana
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DFA
126
DHJJ Financial Advisors
Illinois
$14.9K -$1.12K -60 -7%
William Blair & Company
127
William Blair & Company
Illinois
$14K – – –
FFA
128
Farther Finance Advisors
California
$12.3K +$12.3K +651 New
IPW
129
Impact Partnership Wealth
Georgia
$12.2K – – –
WP
130
WealthShield Partners
North Carolina
$9.52K +$9.52K +508 New
TAM
131
Tucker Asset Management
Colorado
$9.44K -$318 -17 -3%
GTAM
132
Global Trust Asset Management
Florida
$7.58K – – –
CIAS
133
Capital Investment Advisory Services
North Carolina
$6.56K -$131 -7 -2%
TFA
134
Transamerica Financial Advisors
Florida
$6K -$204 -10 -3%
AI
135
Arvest Investments
Arkansas
$5.79K -$506 -27 -8%
SWM
136
Spire Wealth Management
Virginia
$5.19K -$1.61K -86 -24%
BEI
137
Benjamin Edwards Inc
Missouri
$4K -$71.1K -3,787 -95%
US Bancorp
138
US Bancorp
Minnesota
$2.75K – – –
WWM
139
Wagner Wealth Management
South Carolina
$2.21K +$75 +4 +4%
CAM
140
Creekmur Asset Management
Illinois
$1.99K -$18.4K -981 -90%
JPMorgan Chase & Co
141
JPMorgan Chase & Co
New York
$1.56K +$1.56K +83 New
SIS
142
Sound Income Strategies
Florida
$731 +$731 +39 New
ACA
143
Aptus Capital Advisors
Alabama
$562 – – –
GWANC
144
Guardian Wealth Advisors (North Carolina)
North Carolina
$562 – – –
TRCT
145
Tower Research Capital (TRC)
New York
$131 -$944K -50,450 -100%
FAIM
146
Financial Advocates Investment Management
Washington
– -$985K -58,987 Closed
GS
147
GTS Securities
New York
– -$915K -54,834 Closed
Susquehanna International Group
148
Susquehanna International Group
Pennsylvania
– -$776K -46,484 Closed
TI
149
Trexquant Investment
Connecticut
– -$587K -35,183 Closed
MCM
150
Monument Capital Management
Virginia
– -$545K -32,677 Closed
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