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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

133 hedge funds and large institutions have $352M invested in First Trust Energy AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 58 reducing their positions, and 25 closing their positions.

Holders
133
Holders Change
-12
Holders Change %
-8.28%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
39
Reduced
58
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GS
1
GTS Securities
New York
$3.61M
2
LPL Financial
2
LPL Financial
California
$44.6M
3
Millennium Management
3
Millennium Management
New York
$2.92M
4
HF
4
HRT Financial
New York
$1.97M
5
PWA
5
PCG Wealth Advisors
Kansas
$5.38M

Top Sellers

1
GAA
1
Global Assets Advisory
Florida
$0
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$0
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$0
4
TWM
4
Trinity Wealth Management
Pennsylvania
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$56.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$56.8M 3,122,190 -240,785 -7%
Wells Fargo
2
Wells Fargo
California
$45.9M 2,520,206 -124,990 -5%
LPL Financial
3
LPL Financial
California
$44.6M 2,452,840 +129,603 +6%
UBS Group
4
UBS Group
Switzerland
$30M 1,649,803 -89,390 -5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$15.1M 828,168 +41,073 +5%
Bank of America
6
Bank of America
North Carolina
$13.8M 758,731 -8,729 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$11.6M 637,310 -187,288 -23%
CA
8
Crumly & Associates
Illinois
$9.92M 544,955 -34,499 -6%
VAS
9
Vestmark Advisory Solutions
Massachusetts
$7.78M 427,384 +7,704 +2%
RJA
10
Raymond James & Associates
Florida
$6.48M 355,908 -106,137 -23%
AC
11
Avestar Capital
New York
$6.35M 348,919 -357 -0.1%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$6.35M 348,792 +35,462 +11%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$5.51M 302,703 +18,272 +6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$5.48M 301,007 +8,087 +3%
PWA
15
PCG Wealth Advisors
Kansas
$5.38M 295,769 +104,191 +54%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$4.16M 228,617 -5,195 -2%
Stifel Financial
17
Stifel Financial
Missouri
$3.93M 216,113 +46,525 +27%
IPW
18
IronBridge Private Wealth
Texas
$3.84M 210,981 +29,338 +16%
DADC
19
D.A. Davidson & Co
Montana
$3.67M 201,918 +430 +0.2%
GS
20
GTS Securities
New York
$3.61M 198,492 +198,492 New
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$3.28M 180,319 -23,796 -12%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$3.11M 171,026 -454 -0.3%
HighTower Advisors
23
HighTower Advisors
Illinois
$2.94M 161,513 -3,355 -2%
Millennium Management
24
Millennium Management
New York
$2.92M 160,276 +121,522 +314%
Osaic Holdings
25
Osaic Holdings
Arizona
$2.5M 137,467 -49,909 -27%
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