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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

79 hedge funds and large institutions have $112M invested in First Trust Energy AlphaDEX Fund in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
79
Holders Change
+11
Holders Change %
+16.18%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
23
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$2.07M
2
MWM
2
Merriman Wealth Management
Washington
$1.52M
3
Jane Street
3
Jane Street
New York
$1.81M
4
RJA
4
Raymond James & Associates
Florida
$8.35M
5
LA
5
LexAurum Advisors
Kansas
$1.17M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$7.17M
2
FAM
2
Flaharty Asset Management
Florida
$0
3
Bank of America
3
Bank of America
North Carolina
$6.34M
4
Wells Fargo
4
Wells Fargo
California
$15M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$455K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$22.8M 1,470,932 +31,647 +2%
Wells Fargo
2
Wells Fargo
California
$15M 969,905 -130,510 -12%
RJA
3
Raymond James & Associates
Florida
$8.35M 539,108 +86,507 +19%
UBS Group
4
UBS Group
Switzerland
$7.17M 463,225 -229,603 -33%
Bank of America
5
Bank of America
North Carolina
$6.34M 409,569 -146,516 -26%
BCI
6
Brinker Capital Investments
Pennsylvania
$5.42M 350,000 – –
LPL Financial
7
LPL Financial
California
$5.37M 346,559 -7,737 -2%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$5.23M 337,574 -19,108 -5%
BFA
9
Beaumont Financial Advisors
Massachusetts
$2.07M 133,541 +133,541 New
IWM
10
IHT Wealth Management
Illinois
$1.99M 124,077 +3,786 +3%
AIM
11
Astor Investment Management
Illinois
$1.99M 128,779 -14,610 -10%
SB
12
Suntrust Banks
Georgia
$1.84M 118,219 +5,317 +5%
Jane Street
13
Jane Street
New York
$1.81M 117,168 +90,262 +335%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.77M 114,620 -7,555 -6%
VF
15
Virtu Financial
New York
$1.77M 113,993 +13,730 +14%
MWM
16
Merriman Wealth Management
Washington
$1.52M 98,007 +98,007 New
LFAS
17
Level Four Advisory Services
Texas
$1.32M 85,455 +20,476 +32%
WI
18
Wintrust Investments
Illinois
$1.24M 80,257 +5,145 +7%
Ameriprise
19
Ameriprise
Minnesota
$1.24M 79,891 -24,965 -24%
LA
20
LexAurum Advisors
Kansas
$1.17M 71,509 +71,509 New
AG
21
Advisor Group
Arizona
$1.09M 70,452 -11,705 -14%
MML Investors Services
22
MML Investors Services
Massachusetts
$981K 63,399 -3,043 -5%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$935K 60,406 -3,395 -5%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$884K 57,098 -16,742 -23%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$855K 55,188 -18,474 -25%
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