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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

189 hedge funds and large institutions have $1.61B invested in First Trust Energy AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 84 increasing their positions, 56 reducing their positions, and 13 closing their positions.

Holders
189
Holders Change
+24
Holders Change %
+14.55%
% of All Funds
3.05%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
39
Increased
84
Reduced
56
Closed
13
Calls
$179K
Puts
–
Net Calls
+$179K
Net Calls Change
+$176K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$710M
2
LPL Financial
2
LPL Financial
California
$60.1M
3
AWM
3
AE Wealth Management
Kansas
$14.7M
4
Wells Fargo
4
Wells Fargo
California
$135M
5
Morgan Stanley
5
Morgan Stanley
New York
$125M

Top Sellers

1
NC
1
NewSquare Capital
Pennsylvania
$5.7M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$3.98M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$11.8M
4
AFM
4
Andesa Financial Management
Pennsylvania
$1.02M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$520K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
176
Private Advisor Group
New Jersey
$14K +$3.4K +199,207 +32%
Fidelity Investments
177
Fidelity Investments
Massachusetts
$13.4K -$9.79K -573 -42%
VF
178
VitalStone Financial
Texas
$12K +$12K +730 New
FWM
179
Focused Wealth Management
New York
$11.3K +$51 +3 +0.5%
CG
180
Cutler Group
California
$10K +$10K +600 New
FGAM
181
Financial Gravity Asset Management
Texas
$6.52K +$6.52K +17 New
CIAS
182
Capital Investment Advisory Services
North Carolina
$6.1K +$1.71K +100 +39%
SIS
183
Sound Income Strategies
Florida
$6.03K +$6.03K +353 New
CAL
184
Capital Analysts LLC
Pennsylvania
$4K -$41.6K -2,600 -91%
WWM
185
Wagner Wealth Management
South Carolina
$2.87K -$2.62K -153 -48%
US Bancorp
186
US Bancorp
Minnesota
$2.51K – – –
ACA
187
Aptus Capital Advisors
Alabama
$513 – – –
GWANC
188
Guardian Wealth Advisors (North Carolina)
North Carolina
$513 – – –
WIM
189
Westside Investment Management
California
$15 – – –
BCM
190
Brookstone Capital Management
Illinois
– -$1.21M -71,104 Closed
Jane Street
191
Jane Street
New York
– -$1.1M -70,725 Closed
BCM
192
Barometer Capital Management
Ontario, Canada
– -$941K -60,300 Closed
ARC
193
Advisor Resource Council
Texas
– -$819K -52,455 Closed
ETIA
194
Epic Trust Investment Advisors
Washington
– -$552K -35,354 Closed
FHA
195
Flagship Harbor Advisors
Massachusetts
– -$464K -29,716 Closed
FEM
196
Fulcrum Equity Management
Texas
– -$287K -18,369 Closed
FTUS
197
Flow Traders U.S.
New York
– -$219K -14,052 Closed
FIA
198
Foundations Investment Advisors
Arizona
– -$172K -11,021 Closed
HFS
199
Howard Financial Services
Texas
– -$169K -10,818 Closed
SPWG
200
Sage Private Wealth Group
Illinois
– -$10K -666 Closed
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8
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