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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.

New
Increased
Maintained
Reduced
Closed
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
TAP Consulting
Missouri
$2.22M
2
SPC
Sigma Planning Corp
Michigan
$5.9M
3
Citadel Advisors
Citadel Advisors
Florida
$1.78M
4
CAG
Csenge Advisory Group
Florida
$7.28M
5
SFPG
Stonebridge Financial Planning Group
Florida
$1.24M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$0
2
Wells Fargo
Wells Fargo
California
$57.6M
3
Morgan Stanley
Morgan Stanley
New York
$59.1M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$15.3M
5
ODG
O'Dell Group
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ATPW
176
Ashton Thomas Private Wealth
Arizona
– -$1.02M -59,918 Closed
TWM
177
TriaGen Wealth Management
California
– -$983K -57,527 Closed
WFA
178
WMG Financial Advisors
Tennessee
– -$909K -53,180 Closed
SFI
179
SPC Financial Inc
Maryland
– -$843K -49,302 Closed
MWM
180
MinichMacGregor Wealth Management
New York
– -$745K -43,582 Closed
WAP
181
Wealthcare Advisory Partners
Pennsylvania
– -$725K -42,448 Closed
SMF
182
Sterling Manor Financial
New York
– -$667K -39,010 Closed
PAG
183
Private Advisory Group
Washington
– -$655K -38,355 Closed
LS
184
Leelyn Smith
Illinois
– -$597K -34,934 Closed
Renaissance Technologies
185
Renaissance Technologies
New York
– -$567K -33,200 Closed
RIA
186
Realta Investment Advisors
Delaware
– -$502K -29,353 Closed
FIM
187
Freedom Investment Management
Connecticut
– -$487K -28,516 Closed
MOS
188
MGO One Seven
Ohio
– -$476K -27,868 Closed
AWA
189
Arkadios Wealth Advisors
Georgia
– -$429K -25,117 Closed
KA
190
Kovack Advisors
Florida
– -$322K -18,820 Closed
HF
191
HRT Financial
New York
– -$292K -17,136 Closed
EA
192
Ergawealth Advisors
Illinois
– -$290K -16,986 Closed
PWM
193
Prosperity Wealth Management
California
– -$236K -13,834 Closed
TCOO
194
Trust Company of Oklahoma
Oklahoma
– -$207K -12,126 Closed
GSIAS
195
Garden State Investment Advisory Services
New Jersey
– -$201K -11,780 Closed
IAA
196
Independent Advisor Alliance
North Carolina
– -$183K -10,735 Closed
FPWM
197
FSB Premier Wealth Management
Iowa
– -$177K -10,344 Closed
MCC
198
Money Concepts Capital
Florida
– -$163K -9,511 Closed
AA
199
AlphaMark Advisors
Kentucky
– -$62K -3,600 Closed
William Blair & Company
200
William Blair & Company
Illinois
– -$43.1K -2,519 Closed
5 6 7
8
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