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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

121 hedge funds and large institutions have $253M invested in First Trust Energy AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 61 reducing their positions, and 22 closing their positions.

Holders
121
Holders Change
-12
Holders Change %
-9.02%
% of All Funds
1.75%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
26
Reduced
61
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$4.02M
2
Tudor Investment Corp
2
Tudor Investment Corp
Connecticut
$1.58M
3
BEI
3
Benjamin Edwards Inc
Missouri
$1.05M
4
TSS
4
Two Sigma Securities
New York
$713K
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.39M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$16.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.16M
3
Wells Fargo
3
Wells Fargo
California
$34.1M
4
CA
4
Crumly & Associates
Illinois
$4.18M
5
IPW
5
IronBridge Private Wealth
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$47.1M 2,901,733 -220,457 -7%
LPL Financial
2
LPL Financial
California
$36.6M 2,259,300 -193,540 -8%
Wells Fargo
3
Wells Fargo
California
$34.1M 2,103,768 -416,438 -17%
UBS Group
4
UBS Group
Switzerland
$16.1M 992,544 -657,259 -40%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10.2M 631,304 -6,006 -0.9%
Bank of America
6
Bank of America
North Carolina
$9.12M 562,437 -196,294 -26%
RJA
7
Raymond James & Associates
Florida
$6.11M 376,559 +20,651 +6%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.56M 342,647 -6,145 -2%
AC
9
Avestar Capital
New York
$5.54M 341,393 -7,526 -2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.16M 318,324 -509,844 -62%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$5.06M 311,757 -115,627 -27%
PWA
12
PCG Wealth Advisors
Kansas
$4.71M 290,315 -5,454 -2%
CA
13
Crumly & Associates
Illinois
$4.18M 257,589 -287,366 -53%
BNP Paribas Financial Markets
14
BNP Paribas Financial Markets
France
$4.02M 248,000 +247,917 +298,695%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.98M 245,572 -57,131 -19%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.48M 214,293 -86,714 -29%
DADC
17
D.A. Davidson & Co
Montana
$3.25M 200,228 -1,690 -0.8%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$2.96M 182,257 -46,360 -20%
HighTower Advisors
19
HighTower Advisors
Illinois
$2.64M 162,519 +1,006 +0.6%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$2.55M 157,468 -22,851 -13%
Stifel Financial
21
Stifel Financial
Missouri
$2.53M 156,129 -59,984 -28%
Citadel Advisors
22
Citadel Advisors
Florida
$2.39M 147,167 +26,232 +22%
TC
23
TAP Consulting
Missouri
$2.2M 135,611 +3,202 +2%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.1M 129,220 -8,247 -6%
PAG
25
Private Advisor Group
New Jersey
$2.05M 126,433 +497 +0.4%
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