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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

125 hedge funds and large institutions have $236M invested in First Trust Energy AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 33 increasing their positions, 48 reducing their positions, and 16 closing their positions.

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
33
Reduced
48
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$11.6M
2
IAA
2
Independent Advisor Alliance
North Carolina
$2.99M
3
Jane Street
3
Jane Street
New York
$1.66M
4
MSWA
4
Marshall & Sterling Wealth Advisors
New York
$1.58M
5
MP
5
Moment Partners
California
$1.36M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.41M
2
LPL Financial
2
LPL Financial
California
$29.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$43.6M
4
Tudor Investment Corp
4
Tudor Investment Corp
Connecticut
$0
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$1.46M
Name Market Value Shares Shares
Change 		Shares
Change %
SIS
126
Sound Income Strategies
Florida
– – – –
IAIM
127
International Assets Investment Management
Florida
– – -5,862,831 Closed
Tudor Investment Corp
128
Tudor Investment Corp
Connecticut
– – -97,197 Closed
GS
129
GTS Securities
New York
– – -49,062 Closed
Renaissance Technologies
130
Renaissance Technologies
New York
– – -25,100 Closed
RFWA
131
RPg Family Wealth Advisory
Massachusetts
– – -21,366 Closed
IAS
132
Insigneo Advisory Services
Florida
– – -13,700 Closed
SFPG
133
Stonebridge Financial Planning Group
Florida
– – -13,355 Closed
EH
134
Equitable Holdings
New York
– – -11,829 Closed
PCH
135
PGIM Custom Harvest
New Jersey
– – -11,717 Closed
MFG
136
Merit Financial Group
Georgia
– – -11,673 Closed
OIA
137
OneDigital Investment Advisors
Kansas
– – -11,449 Closed
ASN
138
Advisory Services Network
Georgia
– – -10,648 Closed
Mercer Global Advisors
139
Mercer Global Advisors
Colorado
– – -10,570 Closed
BFWM
140
Bright Futures Wealth Management
New York
– – -10,075 Closed
FCM
141
Fourpath Capital Management
Oklahoma
– – -5,400 Closed
HT
142
Headlands Technologies
Illinois
– – -37 Closed
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