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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

29 hedge funds and large institutions have $74.3M invested in First Trust Energy AlphaDEX Fund in 2013 Q2 according to their latest regulatory filings, with 29 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
29
Holders Change
+29
Holders Change %
–
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.8M
2
PPA
2
Parametric Portfolio Associates
Washington
$11.2M
3
Wells Fargo
3
Wells Fargo
California
$8.02M
4
Bank of America
4
Bank of America
North Carolina
$6.08M
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$6.02M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13.8M 638,839 +638,839 New
PPA
2
Parametric Portfolio Associates
Washington
$11.2M 516,691 +516,691 New
Wells Fargo
3
Wells Fargo
California
$8.02M 371,548 +371,548 New
Bank of America
4
Bank of America
North Carolina
$6.08M 281,553 +281,553 New
BFA
5
Beaumont Financial Advisors
Massachusetts
$6.02M 279,025 +279,025 New
U
6
UBS
Switzerland
$5.83M 269,989 +269,989 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.79M 221,777 +221,777 New
NA
8
Navellier & Associates
Nevada
$3.32M 153,644 +153,644 New
PI
9
Placemark Investments
Illinois
$3.02M 140,042 +140,042 New
SNC
10
Stifel Nicolaus & Co
Missouri
$2.55M 118,342 +118,342 New
SAM
11
SignalPoint Asset Management
Missouri
$2.27M 105,267 +105,267 New
FA
12
FDx Advisors
Illinois
$1.85M 85,511 +85,511 New
LPL Financial
13
LPL Financial
California
$1.07M 49,399 +49,399 New
KCG
14
Knight Capital Group
$1.06M 49,300 +49,300 New
PFS
15
Prospera Financial Services
Texas
$897K 41,362 +41,362 New
RJA
16
Raymond James & Associates
Florida
$782K 36,228 +36,228 New
First Trust Advisors
17
First Trust Advisors
Illinois
$671K 31,099 +31,099 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$445K 20,639 +20,639 New
RIA
19
Regal Investment Advisors
Michigan
$168K 7,778 +7,778 New
AIG
20
American International Group
New York
$160K 7,399 +7,399 New
Ameriprise
21
Ameriprise
Minnesota
$142K 6,558 +6,558 New
FHC
22
First Heartland Consultants
Missouri
$108K 4,999 +4,999 New
SF
23
Synovus Financial
Georgia
$26K 1,200 +1,200 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$21K 952 +952 New
BTS
25
BB&T Securities
Virginia
$14.7K 68,041 +68,041 New
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