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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

78 hedge funds and large institutions have $140M invested in First Trust Energy AlphaDEX Fund in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 51 reducing their positions, and 28 closing their positions.

Holders
78
Holders Change
-23
Holders Change %
-22.77%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
16
Reduced
51
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIM
1
Astor Investment Management
Illinois
$5.6M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$4.61M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$835K
4
GFPC
4
Global Financial Private Capital
Florida
$1.53M
5
PFS
5
Prospera Financial Services
Texas
$495K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.6M
2
Wells Fargo
2
Wells Fargo
California
$20.7M
3
HA
3
Hays Advisory
Tennessee
$0
4
UBS Group
4
UBS Group
Switzerland
$10.8M
5
RJA
5
Raymond James & Associates
Florida
$6.67M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$25M 1,876,841 -264,687 -12%
Morgan Stanley
2
Morgan Stanley
New York
$24.6M 1,846,906 -2,301,989 -55%
Wells Fargo
3
Wells Fargo
California
$20.7M 1,553,477 -1,479,088 -49%
UBS Group
4
UBS Group
Switzerland
$10.8M 810,016 -820,100 -50%
RJA
5
Raymond James & Associates
Florida
$6.67M 500,742 -588,669 -54%
AIM
6
Astor Investment Management
Illinois
$5.6M 420,343 +158,291 +60%
Ameriprise
7
Ameriprise
Minnesota
$5.53M 415,481 -38,130 -8%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$4.61M 346,228 +116,048 +50%
LPL Financial
9
LPL Financial
California
$4.49M 337,219 -173,860 -34%
SB
10
Suntrust Banks
Georgia
$2.79M 178,949 -11,019 -6%
SAM
11
SignalPoint Asset Management
Missouri
$2.12M 159,139 +852 +0.5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.05M 154,000 -13,211 -8%
TRCT
13
Tower Research Capital (TRC)
New York
$1.9M 142,346 -301,556 -68%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.66M 124,922 -341,697 -73%
GFPC
15
Global Financial Private Capital
Florida
$1.53M 115,170 +37,694 +49%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$1.37M 102,971 -13,352 -11%
AG
17
Advisor Group
Arizona
$1.25M 93,911 -87,525 -48%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.24M 92,836 -240,966 -72%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.17M 87,708 -186,469 -68%
Citadel Advisors
20
Citadel Advisors
Florida
$972K 73,002 -133,477 -65%
LFAS
21
Level Four Advisory Services
Texas
$949K 63,634 – –
WI
22
Wintrust Investments
Illinois
$848K 63,679 +6,562 +11%
MML Investors Services
23
MML Investors Services
Massachusetts
$835K 62,702 +62,702 New
VF
24
Virtu Financial
New York
$811K 60,937 -55,529 -48%
HCIA
25
Hochman Cole Investment Advisors
Illinois
$760K 57,116 +6,743 +13%
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