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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

165 hedge funds and large institutions have $452M invested in First Trust Energy AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 91 reducing their positions, and 41 closing their positions.

Holders
165
Holders Change
-24
Holders Change %
-12.7%
% of All Funds
2.64%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
21
Increased
37
Reduced
91
Closed
41
Calls
$8K
Puts
–
Net Calls
+$8K
Net Calls Change
-$171K

Top Buyers

1
TC
1
TAP Consulting
Missouri
$2.22M
2
SPC
2
Sigma Planning Corp
Michigan
$5.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.78M
4
CAG
4
Csenge Advisory Group
Florida
$7.28M
5
SFPG
5
Stonebridge Financial Planning Group
Florida
$1.24M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$0
2
Wells Fargo
2
Wells Fargo
California
$57.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$59.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$15.3M
5
ODG
5
O'Dell Group
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$59.1M 3,809,709 -3,523,254 -48%
Wells Fargo
2
Wells Fargo
California
$57.6M 3,711,774 -4,192,940 -53%
LPL Financial
3
LPL Financial
California
$46.3M 2,983,371 -535,230 -15%
UBS Group
4
UBS Group
Switzerland
$32M 2,061,916 -330,154 -14%
Bank of America
5
Bank of America
North Carolina
$16.3M 1,049,264 -582,187 -36%
RJA
6
Raymond James & Associates
Florida
$16.3M 1,047,881 -1,017,785 -49%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$15.3M 984,042 -1,819,412 -65%
Osaic Holdings
8
Osaic Holdings
Arizona
$12.6M 812,729 +46,557 +6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$11M 711,959 -626,689 -47%
GLA
10
Good Life Advisors
Pennsylvania
$10.9M 702,825 +32,547 +5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$9.54M 614,893 -745,448 -55%
VCM
12
Virtue Capital Management
Tennessee
$9.54M 631,580 -292,957 -32%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$8.7M 560,833 -590,011 -51%
CAG
14
Csenge Advisory Group
Florida
$7.28M 469,063 +68,902 +17%
CA
15
Crumly & Associates
Illinois
$6.76M 435,288 +19,408 +5%
SPC
16
Sigma Planning Corp
Michigan
$5.9M 380,081 +116,449 +44%
AWM
17
AE Wealth Management
Kansas
$5.54M 357,208 -503,290 -58%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$5.24M 337,530 -67,824 -17%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$4.77M 307,628 -59,313 -16%
DADC
20
D.A. Davidson & Co
Montana
$4.76M 306,597 -499,345 -62%
Truist Financial
21
Truist Financial
North Carolina
$4.68M 301,407 -96,814 -24%
FWA
22
FOCUS Wealth Advisors
Texas
$4.39M 282,983 -6,403 -2%
Stifel Financial
23
Stifel Financial
Missouri
$3.94M 253,969 -173,145 -41%
HighTower Advisors
24
HighTower Advisors
Illinois
$3.83M 247,290 -45,353 -15%
BFEC
25
Benjamin F. Edwards & Company
Missouri
$3.8M 245,039 -446,661 -65%
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