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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

71 hedge funds and large institutions have $62.4M invested in First Trust Energy AlphaDEX Fund in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 17 closing their positions.

Holders
71
Holders Change
-2
Holders Change %
-2.74%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
17
Reduced
25
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.31M
2
VF
2
Virtu Financial
New York
$1.54M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$778K
4
PFS
4
Prospera Financial Services
Texas
$517K
5
Bank of America
5
Bank of America
North Carolina
$8.35M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$9.58M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$0
3
Ameriprise
3
Ameriprise
Minnesota
$863K
4
WAS
4
Winch Advisory Services
Wisconsin
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$12.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$12.8M 1,114,408 -188,338 -14%
UBS Group
2
UBS Group
Switzerland
$9.58M 834,574 -778,409 -48%
Bank of America
3
Bank of America
North Carolina
$8.35M 727,320 +33,293 +5%
Wells Fargo
4
Wells Fargo
California
$5.38M 468,265 -54,215 -10%
LPL Financial
5
LPL Financial
California
$4.53M 394,443 -4,736 -1%
RJA
6
Raymond James & Associates
Florida
$3.17M 275,790 -40,352 -13%
VF
7
Virtu Financial
New York
$1.54M 134,060 +79,115 +144%
Citadel Advisors
8
Citadel Advisors
Florida
$1.31M 114,139 +114,139 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.26M 109,986 -41,718 -27%
AA
10
Advisory Alpha
Michigan
$1.21M 111,904 +15,388 +16%
LFAS
11
Level Four Advisory Services
Texas
$1.2M 104,850 +11,680 +13%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.05M 91,019 -121,074 -57%
Ameriprise
13
Ameriprise
Minnesota
$863K 75,180 -296,143 -80%
TRCT
14
Tower Research Capital (TRC)
New York
$840K 73,177 -40,655 -36%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$778K 67,764 +67,764 New
HCIA
16
Hochman Cole Investment Advisors
Illinois
$761K 66,298 – –
IWM
17
IHT Wealth Management
Illinois
$552K 48,040 +257 +0.5%
PFS
18
Prospera Financial Services
Texas
$517K 45,877 +45,877 New
RFWA
19
RPg Family Wealth Advisory
Massachusetts
$487K 42,405 +10,643 +34%
QCIG
20
Quad-Cities Investment Group
Iowa
$441K 38,448 -7,231 -16%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$424K 37,034 +13,928 +60%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$398K 34,626 -4,753 -12%
DADC
23
D.A. Davidson & Co
Montana
$394K 34,283 +11,485 +50%
SWP
24
Stratos Wealth Partners
Ohio
$354K 30,821 -4,046 -12%
CBFP
25
Cedar Brook Financial Partners
Ohio
$343K 29,846 +29 +0.1%
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