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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

73 hedge funds and large institutions have $96.2M invested in First Trust Energy AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 35 reducing their positions, and 21 closing their positions.

Holders
73
Holders Change
-11
Holders Change %
-13.1%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
15
Reduced
35
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$4.8M
2
WAS
2
Winch Advisory Services
Wisconsin
$2.67M
3
RFWA
3
RPg Family Wealth Advisory
Massachusetts
$411K
4
ACM
4
AlphaStar Capital Management
North Carolina
$181K
5
NA
5
NewEdge Advisors
Louisiana
$156K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.8M
2
Bank of America
2
Bank of America
North Carolina
$8.97M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$0
4
Wells Fargo
4
Wells Fargo
California
$6.76M
5
CG
5
Colony Group
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$20.9M 1,612,983 -112,831 -7%
Morgan Stanley
2
Morgan Stanley
New York
$16.8M 1,302,746 -440,477 -25%
Bank of America
3
Bank of America
North Carolina
$8.97M 694,027 -399,008 -37%
Wells Fargo
4
Wells Fargo
California
$6.76M 522,480 -216,135 -29%
LPL Financial
5
LPL Financial
California
$5.16M 399,179 -147,935 -27%
BCI
6
Brinker Capital Investments
Pennsylvania
$5.06M 391,000 – –
Ameriprise
7
Ameriprise
Minnesota
$4.8M 371,323 +313,726 +545%
RJA
8
Raymond James & Associates
Florida
$4.09M 316,142 -111,624 -26%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$2.74M 212,093 -6,038 -3%
WAS
10
Winch Advisory Services
Wisconsin
$2.67M 206,551 +206,551 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.96M 151,704 -153,521 -50%
TRCT
12
Tower Research Capital (TRC)
New York
$1.47M 113,832 -20,058 -15%
LFAS
13
Level Four Advisory Services
Texas
$1.21M 93,170 +4,508 +5%
AA
14
Advisory Alpha
Michigan
$1.19M 96,516 +10,334 +12%
WI
15
Wintrust Investments
Illinois
$999K 77,280 -2,677 -3%
HCIA
16
Hochman Cole Investment Advisors
Illinois
$857K 66,298 +3,572 +6%
AG
17
Advisor Group
Arizona
$787K 60,906 -13,700 -18%
VF
18
Virtu Financial
New York
$710K 54,945 -142,543 -72%
IWM
19
IHT Wealth Management
Illinois
$618K 47,783 +105 +0.2%
QCIG
20
Quad-Cities Investment Group
Iowa
$591K 45,679 -971 -2%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$564K 43,620 +10,085 +30%
Jane Street
22
Jane Street
New York
$550K 42,527 -25,467 -37%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$509K 39,379 -14,542 -27%
SWP
24
Stratos Wealth Partners
Ohio
$451K 34,867 -1,836 -5%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$441K 34,164 -4,544 -12%
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