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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

133 hedge funds and large institutions have $289M invested in First Trust Energy AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 51 increasing their positions, 20 reducing their positions, and 13 closing their positions.

Holders
133
Holders Change
+34
Holders Change %
+34.34%
% of All Funds
2.05%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
47
Increased
51
Reduced
20
Closed
13
Calls
–
Puts
$253K
Net Calls
-$253K
Net Calls Change
-$253K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$50.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$41.8M
3
Bank of America
3
Bank of America
North Carolina
$13.1M
4
Stifel Financial
4
Stifel Financial
Missouri
$5.57M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.24M

Top Sellers

1
SAM
1
Synergy Asset Management
Washington
$0
2
SL
2
Savior LLC
Massachusetts
$1.61M
3
RJA
3
Raymond James & Associates
Florida
$14.4M
4
TCWM
4
Total Clarity Wealth Management
Illinois
$31K
5
CA
5
Cetera Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$50.6M 4,243,871 +2,459,364 +138%
Morgan Stanley
2
Morgan Stanley
New York
$41.8M 3,503,172 +1,198,597 +52%
UBS Group
3
UBS Group
Switzerland
$19.7M 1,650,505 +211,830 +15%
LPL Financial
4
LPL Financial
California
$17.5M 1,470,436 -23,459 -2%
RJA
5
Raymond James & Associates
Florida
$14.4M 1,205,849 -123,747 -9%
Bank of America
6
Bank of America
North Carolina
$13.1M 1,101,841 +444,659 +68%
CA
7
Crumly & Associates
Illinois
$10.2M 744,102 +67,298 +10%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$9.27M 777,594 +162,720 +26%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.89M 661,462 +276,431 +72%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$6.24M 523,467 +305,147 +140%
VCM
11
Virtue Capital Management
Tennessee
$6.06M 508,455 -44,692 -8%
Stifel Financial
12
Stifel Financial
Missouri
$5.57M 466,878 +413,494 +775%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$5.31M 445,038 +186,874 +72%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$4.76M 399,214 +274,260 +219%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$4.37M 366,689 +96,594 +36%
CAG
16
Csenge Advisory Group
Florida
$3.92M 336,912 -19,530 -5%
FWA
17
FOCUS Wealth Advisors
Texas
$3.68M 308,869 +18,410 +6%
HighTower Advisors
18
HighTower Advisors
Illinois
$3.57M 298,832 +4,921 +2%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$3.44M 288,507 -4,051 -1%
Osaic Holdings
20
Osaic Holdings
Arizona
$3.41M 286,031 +95,359 +50%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$3.39M 284,353 +53,095 +23%
FEG
22
Financial Enhancement Group
Indiana
$2.94M 247,004 +246,934 +352,763%
Truist Financial
23
Truist Financial
North Carolina
$2.82M 236,641 +173,312 +274%
Goldman Sachs
24
Goldman Sachs
New York
$2.63M 220,554 +220,554 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.18M 182,969 +27,807 +18%
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