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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 %
TWM
151
Tradition Wealth Management
Minnesota
$12K 800 – –
LC
152
Lindbrook Capital
California
$11.5K 739 +739 New
FWM
153
Focused Wealth Management
New York
$10.3K 666 +4 +0.6%
CG
154
Cutler Group
California
$9K 600 – –
Commonwealth Equity Services
155
Commonwealth Equity Services
Massachusetts
$8.7K 560,526 -517,159 -48%
ASN
156
Advisory Services Network
Georgia
$6.88K 443 -541,760 -100%
BAM
157
Belpointe Asset Management
Nevada
$6.88K 443 -1,314 -75%
CIAS
158
Capital Investment Advisory Services
North Carolina
$5.54K 357 – –
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$4.21K 271 +271 New
BEI
160
Benjamin Edwards Inc
Missouri
$4K 240 -12,003 -98%
NFSG
161
Newbridge Financial Services Group
Florida
$3.86K 249 -1,000 -80%
WWM
162
Wagner Wealth Management
South Carolina
$2.67K 172 +4 +2%
US Bancorp
163
US Bancorp
Minnesota
$2.28K 147 – –
GWANC
164
Guardian Wealth Advisors (North Carolina)
North Carolina
$466 30 – –
ACA
165
Aptus Capital Advisors
Alabama
$466 30 – –
First Trust Advisors
166
First Trust Advisors
Illinois
– – -41,561,578 Closed
ODG
167
O'Dell Group
Ohio
– – -999,113 Closed
SG
168
StoneX Group
New York
– – -521,401 Closed
FEG
169
Financial Enhancement Group
Indiana
– – -268,297 Closed
SI
170
Stephens Inc
Arkansas
– – -206,077 Closed
Qube Research & Technologies (QRT)
171
Qube Research & Technologies (QRT)
United Kingdom
– – -102,111 Closed
OC
172
Oppenheimer & Co
New York
– – -89,232 Closed
GA
173
Gateway Advisory
New Jersey
– – -86,676 Closed
MFG
174
Merit Financial Group
Georgia
– – -79,350 Closed
CWM
175
Concentrum Wealth Management
California
– – -66,388 Closed
5 6
7
8 9