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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

165 hedge funds and large institutions have $1.37B invested in First Trust Energy AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 69 increasing their positions, 61 reducing their positions, and 17 closing their positions.

Holders
165
Holders Change
+1
Holders Change %
+0.61%
% of All Funds
2.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
19
Increased
69
Reduced
61
Closed
17
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
+$3K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$617M
2
NC
2
NewSquare Capital
Pennsylvania
$15.4M
3
VCM
3
Virtue Capital Management
Tennessee
$14.2M
4
SI
4
Stephens Inc
Arkansas
$3.63M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$18.8M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$113M
2
Bank of America
2
Bank of America
North Carolina
$26.2M
3
SMF
3
Sterling Manor Financial
New York
$0
4
NA
4
Navellier & Associates
Nevada
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$3.56M
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$617M 39,497,004 +1,804,209 +5%
Wells Fargo
2
Wells Fargo
California
$113M 7,247,985 -820,520 -10%
Morgan Stanley
3
Morgan Stanley
New York
$105M 6,738,382 -9,131 -0.1%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$42.1M 2,694,619 -215,847 -7%
LPL Financial
5
LPL Financial
California
$36.2M 2,318,410 +58,283 +3%
UBS Group
6
UBS Group
Switzerland
$34.9M 2,232,841 -202,247 -8%
RJA
7
Raymond James & Associates
Florida
$28.8M 1,847,647 +75,148 +4%
Bank of America
8
Bank of America
North Carolina
$26.2M 1,678,371 -529,134 -24%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$18.8M 1,202,182 +219,789 +22%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$18.1M 1,158,044 +68,326 +6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$15.8M 1,011,215 -131,133 -11%
NC
12
NewSquare Capital
Pennsylvania
$15.4M 988,748 +453,635 +85%
ODG
13
O'Dell Group
Ohio
$15.3M 978,446 +60,056 +7%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$14.7M 944,534 +15,993 +2%
VCM
15
Virtue Capital Management
Tennessee
$14.2M 907,060 +257,689 +40%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$13.5M 866,343 -49,567 -5%
DADC
17
D.A. Davidson & Co
Montana
$12.7M 815,294 -7,026 -0.9%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$11.9M 759,707 +91,644 +14%
NA
19
NewEdge Advisors
Louisiana
$11.5M 736,527 -52,430 -7%
GLA
20
Good Life Advisors
Pennsylvania
$10.3M 662,474 -3,808 -0.6%
PAG
21
Private Advisor Group
New Jersey
$9.67M 619,291 +42,190 +7%
Osaic Holdings
22
Osaic Holdings
Arizona
$8.75M 560,639 +30,119 +6%
WWA
23
WCG Wealth Advisors
Nevada
$8.38M 502,433 -20,465 -4%
ASN
24
Advisory Services Network
Georgia
$8.25M 528,426 -103,292 -16%
SG
25
StoneX Group
New York
$7.81M 500,561 +18,562 +4%
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