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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

150 hedge funds and large institutions have $427M invested in First Trust Energy AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 56 reducing their positions, and 26 closing their positions.

Holders
150
Holders Change
-3
Holders Change %
-1.96%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
49
Reduced
56
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$123M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.57M
3
PG
3
Prostatis Group
Maryland
$6.31M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.86M
5
UBS Group
5
UBS Group
Switzerland
$31.6M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$47.7M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6.46M
3
DADC
3
D.A. Davidson & Co
Montana
$3.39M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.73M
5
Truist Financial
5
Truist Financial
North Carolina
$735K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$123M 7,353,632 +3,118,291 +74%
Wells Fargo
2
Wells Fargo
California
$47.7M 2,855,810 -510,379 -15%
LPL Financial
3
LPL Financial
California
$37.4M 2,243,120 -4,743 -0.2%
UBS Group
4
UBS Group
Switzerland
$31.6M 1,893,927 +78,951 +4%
Bank of America
5
Bank of America
North Carolina
$14.1M 845,820 -104,626 -11%
RJA
6
Raymond James & Associates
Florida
$10.2M 609,697 +37,325 +7%
CA
7
Crumly & Associates
Illinois
$9.73M 583,062 +63,661 +12%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$8.57M 513,619 -40,751 -7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$7.73M 463,095 -300,098 -39%
VAS
10
Vestmark Advisory Solutions
Massachusetts
$6.75M 404,651 +24,785 +7%
Citadel Advisors
11
Citadel Advisors
Florida
$6.57M 393,946 +393,946 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$6.46M 387,188 -405,336 -51%
PG
13
Prostatis Group
Maryland
$6.31M 378,334 +378,334 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$5.78M 346,073 -27,936 -7%
Osaic Holdings
15
Osaic Holdings
Arizona
$4.53M 271,635 -100,678 -27%
AC
16
Avestar Capital
New York
$4.52M 271,008 -3,899 -1%
NA
17
NewEdge Advisors
Louisiana
$4.19M 256,987 +26,158 +11%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$4.13M 247,712 -15,172 -6%
Stifel Financial
19
Stifel Financial
Missouri
$4.02M 241,027 -50,463 -17%
HighTower Advisors
20
HighTower Advisors
Illinois
$3.66M 219,726 -8,671 -4%
NA
21
Navellier & Associates
Nevada
$3.53M 211,589 +9,997 +5%
DADC
22
D.A. Davidson & Co
Montana
$3.39M 203,085 -328,609 -62%
TWM
23
Trinity Wealth Management
Pennsylvania
$3.35M 200,793 +35,748 +22%
KAS
24
Kestra Advisory Services
Texas
$3.28M 196,736 +4,320 +2%
PWA
25
PCG Wealth Advisors
Kansas
$3.11M 186,282 +8,706 +5%
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