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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

133 hedge funds and large institutions have $352M invested in First Trust Energy AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 58 reducing their positions, and 25 closing their positions.

Holders
133
Holders Change
-12
Holders Change %
-8.28%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
39
Reduced
58
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GS
1
GTS Securities
New York
$3.61M
2
LPL Financial
2
LPL Financial
California
$44.6M
3
Millennium Management
3
Millennium Management
New York
$2.92M
4
HF
4
HRT Financial
New York
$1.97M
5
PWA
5
PCG Wealth Advisors
Kansas
$5.38M

Top Sellers

1
GAA
1
Global Assets Advisory
Florida
$0
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$0
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$0
4
TWM
4
Trinity Wealth Management
Pennsylvania
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$56.8M
Name Market Value Shares Shares
Change 		Shares
Change %
AI
126
Arvest Investments
Arkansas
$5.62K 309 – –
AssetMark Inc
127
AssetMark Inc
California
$5.08K 279 -2,516 -90%
SWM
128
Spire Wealth Management
Virginia
$5.04K 277 – –
US Bancorp
129
US Bancorp
Minnesota
$2.68K 147 – –
WWM
130
Wagner Wealth Management
South Carolina
$2.2K 121 +3 +3%
BNP Paribas Financial Markets
131
BNP Paribas Financial Markets
France
$1.51K 83 -100,417 -100%
ACA
132
Aptus Capital Advisors
Alabama
$546 30 – –
GWANC
133
Guardian Wealth Advisors (North Carolina)
North Carolina
$546 30 – –
SIS
134
Sound Income Strategies
Florida
– – -39 Closed
GAA
135
Global Assets Advisory
Florida
– – -446,020 Closed
D.E. Shaw & Co
136
D.E. Shaw & Co
New York
– – -322,368 Closed
Bank of Nova Scotia
137
Bank of Nova Scotia
Ontario, Canada
– – -303,100 Closed
TWM
138
Trinity Wealth Management
Pennsylvania
– – -234,444 Closed
GCP
139
GSA Capital Partners
United Kingdom
– – -74,300 Closed
Two Sigma Investments
140
Two Sigma Investments
New York
– – -56,111 Closed
Renaissance Technologies
141
Renaissance Technologies
New York
– – -43,900 Closed
Bank of New York Mellon
142
Bank of New York Mellon
New York
– – -29,253 Closed
DC
143
Davenport & Co
Virginia
– – -21,949 Closed
OPS
144
Orion Portfolio Solutions
Nebraska
– – -21,516 Closed
BCI
145
Brinker Capital Investments
Pennsylvania
– – -21,516 Closed
IWM
146
Iams Wealth Management
Nebraska
– – -18,585 Closed
PAS
147
Park Avenue Securities
New York
– – -15,562 Closed
YIH
148
Y-Intercept (HK)
Hong Kong
– – -14,922 Closed
CAG
149
Csenge Advisory Group
Florida
– – -14,131 Closed
SAM
150
Secure Asset Management
Michigan
– – -14,114 Closed
3 4 5
6
7