FXN icon

First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

84 hedge funds and large institutions have $551M invested in First Trust Energy AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
84
Holders Change
+38
Holders Change %
+82.61%
% of All Funds
1.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
45
Increased
22
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$368M
2
Wells Fargo
2
Wells Fargo
California
$39.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$38.8M
4
Bank of America
4
Bank of America
North Carolina
$11.6M
5
UBS Group
5
UBS Group
Switzerland
$10.3M

Top Sellers

1
1W
1
1776 Wealth
Georgia
$312K
2
BAM
2
Bellevue Asset Management
Washington
$104K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$185K
4
ACM
4
AlphaStar Capital Management
North Carolina
$0
5
SFG
5
StrategIQ Financial Group
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$368M 56,069,077 +56,069,077 New
Wells Fargo
2
Wells Fargo
California
$39.6M 6,023,687 +5,577,229 +1,249%
Morgan Stanley
3
Morgan Stanley
New York
$38.8M 5,898,087 +5,375,222 +1,028%
Bank of America
4
Bank of America
North Carolina
$11.6M 1,766,361 +1,554,041 +732%
UBS Group
5
UBS Group
Switzerland
$10.3M 1,567,406 +1,465,367 +1,436%
RJA
6
Raymond James & Associates
Florida
$6.51M 991,161 +914,245 +1,189%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.7M 867,283 +822,603 +1,841%
ODG
8
O'Dell Group
Ohio
$5.53M 841,952 +841,952 New
Ameriprise
9
Ameriprise
Minnesota
$5.42M 824,692 +810,229 +5,602%
Osaic Holdings
10
Osaic Holdings
Arizona
$5.13M 781,043 +685,259 +715%
NC
11
NewSquare Capital
Pennsylvania
$4.8M 731,100 +731,100 New
BFEC
12
Benjamin F. Edwards & Company
Missouri
$4.72M 717,719 +717,511 +344,957%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$4.6M 700,417 +655,659 +1,465%
GA
14
Gateway Advisory
New Jersey
$3.53M 536,848 +536,848 New
ASN
15
Advisory Services Network
Georgia
$3.43M 522,219 +522,219 New
LPL Financial
16
LPL Financial
California
$3.36M 511,056 +339,554 +198%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.78M 422,954 +412,389 +3,903%
Goldman Sachs
18
Goldman Sachs
New York
$2.65M 403,009 +403,009 New
NA
19
NewEdge Advisors
Louisiana
$2.64M 402,433 +402,433 New
UCFA
20
United Capital Financial Advisors
Texas
$2.15M 326,600 +326,600 New
OC
21
Oppenheimer & Co
New York
$1.94M 294,901 +294,901 New
SAM
22
Secure Asset Management
Michigan
$1.74M 265,086 +265,086 New
Baird Financial Group
23
Baird Financial Group
Wisconsin
$1.49M 226,086 +226,086 New
Stifel Financial
24
Stifel Financial
Missouri
$1.01M 153,598 +142,258 +1,254%
CIBC World Market
25
CIBC World Market
Ontario, Canada
$876K 133,335 +133,335 New
1
2 3 4