FXN icon

First Trust Energy AlphaDEX Fund

98 hedge funds and large institutions have $207M invested in First Trust Energy AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
98
Holders Change
+24
Holders Change %
+32.43%
% of All Funds
1.73%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
33
Increased
37
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$22.8M 2,256,504 +302,485 +15%
Wells Fargo
2
Wells Fargo
California
$19.6M 1,938,211 +132,196 +7%
UBS Group
3
UBS Group
Switzerland
$19.4M 1,916,166 +341,673 +22%
RJA
4
Raymond James & Associates
Florida
$13.3M 1,315,646 +816,778 +164%
LPL Financial
5
LPL Financial
California
$10.7M 1,061,926 +429,144 +68%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$10.7M 1,060,399 +320,781 +43%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$10.4M 1,022,819 +781,458 +324%
Bank of America
8
Bank of America
North Carolina
$8.71M 860,553 +553,322 +180%
NA
9
Navellier & Associates
Nevada
$7.13M 704,601 +704,601 New
IA
10
IFP Advisors
Florida
$6.7M 662,285 +657,285 +13,146%
FEM
11
Fulcrum Equity Management
Texas
$6.01M 593,455 +593,455 New
CA
12
Crumly & Associates
Illinois
$5.62M 555,053 +233,718 +73%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$5.33M 526,876 +415,736 +374%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$3.99M 394,667 -342,175 -46%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$3.94M 389,522 +319,309 +455%
SMF
16
Sterling Manor Financial
New York
$3.87M 382,773 +118,433 +45%
Goldman Sachs
17
Goldman Sachs
New York
$3.54M 350,150 +100,150 +40%
VCM
18
Virtue Capital Management
Tennessee
$3.52M 347,977 +347,977 New
SI
19
Stephens Inc
Arkansas
$3.39M 335,384 -22,072 -6%
CAG
20
Csenge Advisory Group
Florida
$3.38M 343,439 +343,439 New
BFEC
21
Benjamin F. Edwards & Company
Missouri
$3.17M 313,259 +313,051 +150,505%
SAM
22
Synergy Asset Management
Washington
$2.87M 283,495 +283,495 New
CFG
23
CMC Financial Group
Georgia
$2.67M 263,908 +263,908 New
SWP
24
Stratos Wealth Partners
Ohio
$2.43M 240,064 +224,334 +1,426%
HighTower Advisors
25
HighTower Advisors
Illinois
$1.84M 181,493 +158,416 +686%