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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

62 hedge funds and large institutions have $36.9M invested in First Trust Energy AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 27 reducing their positions, and 12 closing their positions.

Holders
62
Holders Change
-2
Holders Change %
-3.13%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
15
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3M
2
1W
2
1776 Wealth
Georgia
$608K
3
BAM
3
Bellevue Asset Management
Washington
$502K
4
BRWM
4
B. Riley Wealth Management
Tennessee
$258K
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$247K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.4M
2
Bank of America
2
Bank of America
North Carolina
$2.92M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.53M
4
VF
4
Virtu Financial
New York
$0
5
Wells Fargo
5
Wells Fargo
California
$3.04M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13.4M 1,269,420 -207,147 -14%
Wells Fargo
2
Wells Fargo
California
$3.04M 287,251 -67,593 -19%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3M 283,742 +105,668 +59%
Bank of America
4
Bank of America
North Carolina
$2.92M 275,865 -189,017 -41%
LPL Financial
5
LPL Financial
California
$1.68M 159,306 -25,018 -14%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.53M 144,695 -99,261 -41%
RJA
7
Raymond James & Associates
Florida
$1.26M 118,744 +8,827 +8%
UBS Group
8
UBS Group
Switzerland
$1.01M 95,202 -19,158 -17%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$622K 58,879 -9,707 -14%
1W
10
1776 Wealth
Georgia
$608K 57,550 +57,550 New
BAM
11
Bellevue Asset Management
Washington
$502K 47,458 +47,458 New
TRCT
12
Tower Research Capital (TRC)
New York
$500K 47,310 -9,391 -17%
LFAS
13
Level Four Advisory Services
Texas
$495K 46,630 -57,918 -55%
PFS
14
Prospera Financial Services
Texas
$453K 42,849 +39 +0.1%
HCIA
15
Hochman Cole Investment Advisors
Illinois
$431K 40,783 -5,518 -12%
Ameriprise
16
Ameriprise
Minnesota
$423K 39,995 -31,496 -44%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$368K 34,787 +3,148 +10%
IWM
18
IHT Wealth Management
Illinois
$334K 31,568 -22,965 -42%
SFG
19
StrategIQ Financial Group
Indiana
$313K 29,603 -1,178 -4%
Citadel Advisors
20
Citadel Advisors
Florida
$277K 26,185 -64,667 -71%
SAM
21
SignalPoint Asset Management
Missouri
$269K 25,452 – –
BRWM
22
B. Riley Wealth Management
Tennessee
$258K 24,415 +24,415 New
ACM
23
AlphaStar Capital Management
North Carolina
$254K 24,034 +2,725 +13%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$247K 23,348 +23,348 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$231K 21,490 -12,264 -36%
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