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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

84 hedge funds and large institutions have $114M invested in First Trust Energy AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 18 increasing their positions, 33 reducing their positions, and 22 closing their positions.

Holders
84
Holders Change
–
Holders Change %
0%
% of All Funds
1.87%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
18
Reduced
33
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$19.9M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$4.5M
3
CG
3
Colony Group
Massachusetts
$2.49M
4
VF
4
Virtu Financial
New York
$2.27M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.47M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$8.5M
2
NA
2
Navellier & Associates
Nevada
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$20.1M
4
RJA
4
Raymond James & Associates
Florida
$4.92M
5
BCM
5
Barometer Capital Management
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$20.1M 1,743,223 -1,544,262 -47%
UBS Group
2
UBS Group
Switzerland
$19.9M 1,725,814 +782,490 +83%
Bank of America
3
Bank of America
North Carolina
$12.6M 1,093,035 -398,966 -27%
Wells Fargo
4
Wells Fargo
California
$8.5M 738,615 -2,274,781 -75%
LPL Financial
5
LPL Financial
California
$6.3M 547,114 -71,653 -12%
RJA
6
Raymond James & Associates
Florida
$4.92M 427,766 -984,379 -70%
BCI
7
Brinker Capital Investments
Pennsylvania
$4.5M 391,000 +391,000 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.51M 305,225 +33,439 +12%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$2.99M 259,558 -12,330 -5%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.51M 218,131 -125,552 -37%
CG
11
Colony Group
Massachusetts
$2.49M 216,320 +216,320 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.47M 214,474 +188,866 +738%
VF
13
Virtu Financial
New York
$2.27M 197,488 +197,488 New
TRCT
14
Tower Research Capital (TRC)
New York
$1.54M 133,890 +51,172 +62%
TSS
15
Two Sigma Securities
New York
$1.44M 125,109 +125,109 New
Citadel Advisors
16
Citadel Advisors
Florida
$1.34M 115,951 +115,951 New
AA
17
Advisory Alpha
Michigan
$1.09M 86,182 +6,576 +8%
LFAS
18
Level Four Advisory Services
Texas
$1.02M 88,662 -7,771 -8%
WI
19
Wintrust Investments
Illinois
$920K 79,957 -11,600 -13%
AG
20
Advisor Group
Arizona
$860K 74,606 -34,922 -32%
Renaissance Technologies
21
Renaissance Technologies
New York
$794K 69,000 +69,000 New
Jane Street
22
Jane Street
New York
$783K 67,994 +67,994 New
MWC
23
MBM Wealth Consultants
Missouri
$760K 66,023 +66,023 New
HCIA
24
Hochman Cole Investment Advisors
Illinois
$722K 62,726 +11,288 +22%
Ameriprise
25
Ameriprise
Minnesota
$663K 57,597 -26,469 -31%
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