FXN icon

First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

99 hedge funds and large institutions have $188M invested in First Trust Energy AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 36 reducing their positions, and 17 closing their positions.

Holders
99
Holders Change
-3
Holders Change %
-2.94%
% of All Funds
1.74%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
15
Increased
31
Reduced
36
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.06M
2
SAM
2
Synergy Asset Management
Washington
$4.72M
3
FWA
3
FOCUS Wealth Advisors
Texas
$3.33M
4
LPL Financial
4
LPL Financial
California
$17.2M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$3.1M

Top Sellers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$26.5M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.42M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.51M
5
NA
5
Navellier & Associates
Nevada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$26.5M 2,304,575 -830,410 -26%
Wells Fargo
2
Wells Fargo
California
$20.5M 1,784,507 -461,361 -21%
LPL Financial
3
LPL Financial
California
$17.2M 1,493,895 +232,481 +18%
UBS Group
4
UBS Group
Switzerland
$16.5M 1,438,675 -414,198 -22%
RJA
5
Raymond James & Associates
Florida
$15.3M 1,329,596 -6,750 -0.5%
CA
6
Crumly & Associates
Illinois
$7.77M 676,804 +5,407 +0.8%
Bank of America
7
Bank of America
North Carolina
$7.55M 657,182 -341,608 -34%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$7.06M 614,874 +517,354 +531%
VCM
9
Virtue Capital Management
Tennessee
$6.35M 553,147 +43,930 +9%
SAM
10
Synergy Asset Management
Washington
$4.72M 411,365 +411,365 New
SL
11
Savior LLC
Massachusetts
$4.54M 395,232 -16,403 -4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.42M 385,031 -763,339 -66%
CAG
13
Csenge Advisory Group
Florida
$4.2M 356,442 +19,530 +6%
HighTower Advisors
14
HighTower Advisors
Illinois
$3.37M 293,911 -11,937 -4%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$3.36M 292,558 +25,222 +9%
FWA
16
FOCUS Wealth Advisors
Texas
$3.33M 290,459 +290,459 New
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$3.1M 270,095 +207,077 +329%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.96M 258,164 -134,009 -34%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$2.66M 231,258 -174,478 -43%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.51M 218,320 -753,253 -78%
Osaic Holdings
21
Osaic Holdings
Arizona
$2.19M 190,672 +14,160 +8%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.78M 155,162 +10,979 +8%
IAA
23
Independent Advisor Alliance
North Carolina
$1.59M 138,501 +7,865 +6%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$1.43M 124,954 -48,000 -28%
CF
25
Centaurus Financial
California
$1.09M 94,588 +15,572 +20%
1
2 3 4 5