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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

165 hedge funds and large institutions have $1.37B invested in First Trust Energy AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 69 increasing their positions, 61 reducing their positions, and 17 closing their positions.

Holders
165
Holders Change
+1
Holders Change %
+0.61%
% of All Funds
2.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
19
Increased
69
Reduced
61
Closed
17
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
+$3K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$617M
2
NC
2
NewSquare Capital
Pennsylvania
$15.4M
3
VCM
3
Virtue Capital Management
Tennessee
$14.2M
4
SI
4
Stephens Inc
Arkansas
$3.63M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$18.8M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$113M
2
Bank of America
2
Bank of America
North Carolina
$26.2M
3
SMF
3
Sterling Manor Financial
New York
$0
4
NA
4
Navellier & Associates
Nevada
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$3.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
151
Focused Wealth Management
New York
$10K +$15 +1 +0.2%
SPWG
152
Sage Private Wealth Group
Illinois
$10K +$60 +4 +0.6%
AF
153
Advisornet Financial
Minnesota
$10K +$77 +5 +0.8%
PTC
154
Private Trust Company
Ohio
$9K -$19.3K -1,201 -68%
APA
155
American Portfolios Advisors
New York
$7.15K – – –
William Blair & Company
156
William Blair & Company
Illinois
$7K – – –
WWM
157
Wagner Wealth Management
South Carolina
$5K +$1.2K +77 +32%
CIAS
158
Capital Investment Advisory Services
North Carolina
$4K -$34.5K -2,219 -90%
US Bancorp
159
US Bancorp
Minnesota
$2K -$1.66K -122 -45%
TFS
160
TrustCore Financial Services
Tennessee
$2K – – –
JPMorgan Chase & Co
161
JPMorgan Chase & Co
New York
$2K +$1.98K +100 +10,000%
MOS
162
MGO One Seven
Ohio
$481 -$11 -717 -2%
WIM
163
Westside Investment Management
California
$14 – – –
SMF
164
Sterling Manor Financial
New York
– -$7.06M -478,148 Closed
NA
165
Navellier & Associates
Nevada
– -$5.1M -345,379 Closed
Citadel Advisors
166
Citadel Advisors
Florida
– -$3.65M -247,293 Closed
GA
167
Gateway Advisory
New Jersey
– -$2.29M -155,317 Closed
OMC
168
Old Mission Capital
Illinois
– -$2.13M -144,179 Closed
MA
169
Mutual Advisors
Nebraska
– -$1.15M -77,862 Closed
WS
170
Wedbush Securities
California
– -$434K -29,383 Closed
MW
171
Marks Wealth
Maryland
– -$327K -22,166 Closed
PAG
172
Private Advisory Group
Washington
– -$308K -20,881 Closed
AWM
173
Axxcess Wealth Management
California
– -$292K -19,814 Closed
FPGK
174
Financial Partners Group (Kansas)
Kansas
– -$221K -15,000 Closed
SCFS
175
S.C. Financial Services
Arizona
– -$208K -14,087 Closed
4 5 6
7
8