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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

150 hedge funds and large institutions have $427M invested in First Trust Energy AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 56 reducing their positions, and 26 closing their positions.

Holders
150
Holders Change
-3
Holders Change %
-1.96%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
49
Reduced
56
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$123M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.57M
3
PG
3
Prostatis Group
Maryland
$6.31M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.86M
5
UBS Group
5
UBS Group
Switzerland
$31.6M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$47.7M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6.46M
3
DADC
3
D.A. Davidson & Co
Montana
$3.39M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.73M
5
Truist Financial
5
Truist Financial
North Carolina
$735K
Name Market Value Shares Shares
Change 		Shares
Change %
SIS
151
Sound Income Strategies
Florida
– – – –
SL
152
Savior LLC
Massachusetts
– – -92,876 Closed
TCM
153
Triumph Capital Management
Colorado
– – -61,159 Closed
OL
154
Owen LaRue
Kentucky
– – -47,500 Closed
LMKC
155
L.M. Kohn & Company
Ohio
– – -21,745 Closed
IWM
156
IHT Wealth Management
Illinois
– – -19,927 Closed
SFS
157
Sowell Financial Services
Arkansas
– – -19,262 Closed
Qube Research & Technologies (QRT)
158
Qube Research & Technologies (QRT)
United Kingdom
– – -18,237 Closed
WC
159
Waterloo Capital
Texas
– – -17,942 Closed
AC
160
Anson Capital
Georgia
– – -16,332 Closed
FEM
161
Fulcrum Equity Management
Texas
– – -15,897 Closed
DIP
162
Davis Investment Partners
North Carolina
– – -15,700 Closed
TI
163
tru Independence
Oregon
– – -15,116 Closed
Fisher Asset Management
164
Fisher Asset Management
Washington
– – -13,125 Closed
AR
165
Apeiron RIA
Texas
– – -12,341 Closed
SCA
166
Snowden Capital Advisors
New York
– – -12,177 Closed
CAPTRUST Financial Advisors
167
CAPTRUST Financial Advisors
North Carolina
– – -11,418 Closed
WS
168
Wedbush Securities
California
– – -10,538 Closed
Chevy Chase Trust
169
Chevy Chase Trust
Maryland
– – -10,527 Closed
AWM
170
Apollon Wealth Management
South Carolina
– – -10,203 Closed
DWMG
171
DB Wealth Management Group
California
– – -3,598 Closed
FHA
172
First Horizon Advisors
Tennessee
– – -894 Closed
ANBT
173
American National Bank & Trust
Texas
– – -426 Closed
PCM
174
Penserra Capital Management
California
– – -411 Closed
LF
175
Lee Financial
Texas
– – -334 Closed
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