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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

59 hedge funds and large institutions have $117M invested in First Trust Energy AlphaDEX Fund in 2014 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 18 closing their positions.

Holders
59
Holders Change
-3
Holders Change %
-4.84%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
16
Increased
16
Reduced
22
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$10.7M
2
BTS
2
BB&T Securities
Virginia
$6.66M
3
IAS
3
IMA Advisory Services
Colorado
$2.28M
4
MCWS
4
McKinley Carter Wealth Services
West Virginia
$1.94M
5
NA
5
Navellier & Associates
Nevada
$1.54M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$13.1M
2
SAM
2
Shamrock Asset Management
Texas
$0
3
HA
3
Hays Advisory
Tennessee
$0
4
Jane Street
4
Jane Street
New York
$255K
5
CS
5
Credit Suisse
Switzerland
$629K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$24.2M 1,158,082 -147,343 -11%
Wells Fargo
2
Wells Fargo
California
$14M 669,737 -278,686 -29%
Bank of America
3
Bank of America
North Carolina
$13.1M 627,876 -2,818,398 -82%
UBS Group
4
UBS Group
Switzerland
$10.7M 512,848 +512,848 New
AIM
5
Astor Investment Management
Illinois
$8.55M 408,437 -6,878 -2%
BTS
6
BB&T Securities
Virginia
$6.66M 31,806 +17,455 +122%
Goldman Sachs
7
Goldman Sachs
New York
$5.8M 277,030 -13,628 -5%
SAM
8
SignalPoint Asset Management
Missouri
$3.99M 190,509 +65,927 +53%
RJA
9
Raymond James & Associates
Florida
$3.29M 157,074 -65,580 -29%
LPL Financial
10
LPL Financial
California
$3.02M 144,331 -32,488 -18%
IAS
11
IMA Advisory Services
Colorado
$2.28M 109,020 +109,020 New
RIA
12
Regal Investment Advisors
Michigan
$1.95M 93,293 +45,159 +94%
MCWS
13
McKinley Carter Wealth Services
West Virginia
$1.94M 92,823 +92,823 New
NA
14
Navellier & Associates
Nevada
$1.54M 73,492 +73,492 New
Citadel Advisors
15
Citadel Advisors
Florida
$1.42M 67,737 +42,304 +166%
Stifel Financial
16
Stifel Financial
Missouri
$1.2M 57,357 -19,341 -25%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.18M 56,286 -23,642 -30%
FAAS
18
First Allied Advisory Services
California
$1.17M 56,538 +5,009 +10%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.08M 51,377 -154,706 -75%
Creative Planning
20
Creative Planning
Kansas
$942K 45,000 +44,000 +4,400%
TRCT
21
Tower Research Capital (TRC)
New York
$850K 40,633 -25,206 -38%
CS
22
Credit Suisse
Switzerland
$629K 30,060 -326,605 -92%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$605K 28,927 +2,798 +11%
ACM
24
Aviance Capital Management
Florida
$599K 28,602 +28,602 New
PI
25
Placemark Investments
Illinois
$518K 24,661 +676 +3%
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