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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

189 hedge funds and large institutions have $1.61B invested in First Trust Energy AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 84 increasing their positions, 56 reducing their positions, and 13 closing their positions.

Holders
189
Holders Change
+24
Holders Change %
+14.55%
% of All Funds
3.05%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
39
Increased
84
Reduced
56
Closed
13
Calls
$179K
Puts
–
Net Calls
+$179K
Net Calls Change
+$176K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$710M
2
LPL Financial
2
LPL Financial
California
$60.1M
3
AWM
3
AE Wealth Management
Kansas
$14.7M
4
Wells Fargo
4
Wells Fargo
California
$135M
5
Morgan Stanley
5
Morgan Stanley
New York
$125M

Top Sellers

1
NC
1
NewSquare Capital
Pennsylvania
$5.7M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$3.98M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$11.8M
4
AFM
4
Andesa Financial Management
Pennsylvania
$1.02M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$520K
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$710M 41,561,578 +2,064,574 +5%
Wells Fargo
2
Wells Fargo
California
$135M 7,904,714 +656,729 +9%
Morgan Stanley
3
Morgan Stanley
New York
$125M 7,332,963 +594,581 +9%
LPL Financial
4
LPL Financial
California
$60.1M 3,518,601 +1,200,191 +52%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$47.9M 2,803,454 +108,835 +4%
UBS Group
6
UBS Group
Switzerland
$40.9M 2,392,070 +159,229 +7%
RJA
7
Raymond James & Associates
Florida
$35.3M 2,065,666 +218,019 +12%
Bank of America
8
Bank of America
North Carolina
$27.9M 1,631,451 -46,920 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$23.2M 1,360,341 +349,126 +35%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$22.9M 1,338,648 +136,466 +11%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$19.7M 1,150,844 -7,200 -0.6%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$18.4M 1,077,685 +133,151 +14%
ODG
13
O'Dell Group
Ohio
$17.1M 999,113 +20,667 +2%
VCM
14
Virtue Capital Management
Tennessee
$15.8M 924,537 +17,477 +2%
AWM
15
AE Wealth Management
Kansas
$14.7M 860,498 +755,929 +723%
DADC
16
D.A. Davidson & Co
Montana
$13.8M 805,942 -9,352 -1%
Osaic Holdings
17
Osaic Holdings
Arizona
$13.1M 766,172 +205,533 +37%
BFEC
18
Benjamin F. Edwards & Company
Missouri
$11.8M 691,700 -174,643 -20%
GLA
19
Good Life Advisors
Pennsylvania
$11.5M 670,278 +7,804 +1%
ASN
20
Advisory Services Network
Georgia
$9.27M 542,203 +13,777 +3%
WWA
21
WCG Wealth Advisors
Nevada
$9.24M 540,842 +38,409 +8%
SG
22
StoneX Group
New York
$8.91M 521,401 +20,840 +4%
PFG
23
Prosperity Financial Group
California
$8.65M 505,931 +505,931 New
Stifel Financial
24
Stifel Financial
Missouri
$7.3M 427,114 +199,025 +87%
CWP
25
Cyndeo Wealth Partners
Florida
$7.25M 424,104 +424,104 New
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