FXN icon

First Trust Energy AlphaDEX Fund

84 hedge funds and large institutions have $291M invested in First Trust Energy AlphaDEX Fund in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 20 reducing their positions, and 20 closing their positions.

Holders
84
Holders Change
-4
Holders Change %
-4.55%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
38
Reduced
20
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$57.5M 3,287,485 +817,361 +33%
Wells Fargo
2
Wells Fargo
California
$52.7M 3,013,396 +1,140,787 +61%
Bank of America
3
Bank of America
North Carolina
$26.1M 1,492,001 +865,225 +138%
RJA
4
Raymond James & Associates
Florida
$24.7M 1,412,145 +93,349 +7%
NA
5
Navellier & Associates
Nevada
$24.4M 1,392,877 +34,964 +3%
UBS Group
6
UBS Group
Switzerland
$16.5M 943,324 -30,985 -3%
LPL Financial
7
LPL Financial
California
$10.8M 618,767 -127,242 -17%
BCM
8
Barometer Capital Management
Ontario, Canada
$6.58M 376,200 +376,200 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$6.01M 343,683 +207,055 +152%
SAM
10
Shamrock Asset Management
Texas
$4.95M 282,797 -25,253 -8%
VCM
11
Virtue Capital Management
Tennessee
$4.93M 281,752 +167,137 +146%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$4.84M 271,888 +14,324 +6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.76M 271,786 +21,462 +9%
FWM
14
Focused Wealth Management
New York
$3.81M 217,503 -5,626 -3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.21M 183,476 +32,281 +21%
HighTower Advisors
16
HighTower Advisors
Illinois
$2.81M 160,935 +160,935 New
IWM
17
IHT Wealth Management
Illinois
$2.19M 125,165 +2,524 +2%
AG
18
Advisor Group
Arizona
$1.92M 109,528 +38,354 +54%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.89M 108,131 +68,053 +170%
LFAS
20
Level Four Advisory Services
Texas
$1.69M 96,433 +1,221 +1%
Stifel Financial
21
Stifel Financial
Missouri
$1.64M 93,878 +67,016 +249%
WI
22
Wintrust Investments
Illinois
$1.6M 91,557 +2,063 +2%
CWM
23
Cornerstone Wealth Management
Missouri
$1.51M 21,443 +21,443 New
TRCT
24
Tower Research Capital (TRC)
New York
$1.45M 82,718 +20,205 +32%
Ameriprise
25
Ameriprise
Minnesota
$1.36M 84,066 -64,619 -43%