Who owns First Trust Energy AlphaDEX Fd?
- Ticker: FXN
- CUSIP Number: 33734X127
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Analyze quarterly positions in First Trust Energy AlphaDEX with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of First Trust Energy AlphaDEX stock
Who bought or sold First Trust Energy AlphaDEX Fd this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Wells Fargo & Company | 2.9M | $48M | -15% | Dec 2023 |
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| UBS Group | 1.9M | $32M | 4% | Dec 2023 |
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| Bank of America Corporation | 846k | $14M | -11% | Dec 2023 |
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| Crumly & Associates | 583k | $9.7M | 12% | Dec 2023 |
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| Royal Bank of Canada | 514k | $8.6M | -7% | Dec 2023 |
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| Raymond James & Associates | 462k | $8.7M | -24% | Mar 2024 |
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| Global Assets Advisory | 446k | $24M | 1786% | Mar 2024 |
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| Vestmark Advisory Solutions | 405k | $6.8M | 7% | Dec 2023 |
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| Citadel Advisors | 394k | $6.6M | 100% | Dec 2023 |
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| Intl Fcstone | 371k | $6.2M | 0% | Dec 2023 |
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| Raymond James Financial Services Advisors | 313k | $5.9M | -19% | Mar 2024 |
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| Cambridge Investment Research Advisors | 284k | $5.3M | -18% | Mar 2024 |
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| Advisor Group Holdings | 272k | $4.5M | -27% | Dec 2023 |
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| Avestar Capital | 271k | $4.5M | -1% | Dec 2023 |
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| Janney Montgomery Scott | 248k | $4.1M | -6% | Dec 2023 |
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| Stifel Financial | 241k | $4.0M | -17% | Dec 2023 |
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| Trinity Wealth Management | 234k | $4.4M | 17% | Mar 2024 |
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| HighTower Advisors | 220k | $3.7M | -4% | Dec 2023 |
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| Navellier & Associates | 212k | $3.5M | 5% | Dec 2023 |
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| D.A. Davidson & Co. | 203k | $3.4M | -62% | Dec 2023 |
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| Kestra Advisory Services | 197k | $3.3M | 2% | Dec 2023 |
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| PCG Wealth Advisors | 192k | $3.6M | 3% | Mar 2024 |
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| IronBridge Private Wealth | 186k | $3.1M | -2% | Dec 2023 |
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| Commonwealth Equity Services | 181k | $3.0M | -10% | Dec 2023 |
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| Baird Financial | 170k | $2.8M | 9% | Dec 2023 |
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| TAP Consulting | 120k | $2.3M | -4% | Mar 2024 |
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| Goldman Sachs Group | 113k | $1.9M | 13% | Dec 2023 |
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| Two Sigma Investments | 111k | $1.9M | 100% | Dec 2023 |
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| Stratos Wealth Partners | 92k | $1.7M | -4% | Mar 2024 |
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| Private Advisor | 89k | $1.5M | -12% | Dec 2023 |
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| Benjamin F. Edwards & Company | 76k | $1.3M | -5% | Dec 2023 |
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| Financial Advocates Investment Management | 59k | $985k | -59% | Dec 2023 |
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| Gts Securities | 55k | $915k | 100% | Dec 2023 |
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| Atria Wealth Solutions | 54k | $900k | 7% | Dec 2023 |
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| H D Vest Advisory Services | 53k | $882k | -28% | Dec 2023 |
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| Bnp Paribas Arbitrage, Snc | 51k | $856k | -74% | Dec 2023 |
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| National Asset Management | 51k | $846k | 11% | Dec 2023 |
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| Prospera Financial Services | 50k | $834k | 0% | Dec 2023 |
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| Citigroup | 47k | $785k | 8% | Dec 2023 |
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| AE Wealth Management | 46k | $756k | -9% | Dec 2023 |
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| Kesler, Norman & Wride | 45k | $834k | 0% | Mar 2024 |
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| Nbc Securities | 45k | $832k | -16% | Mar 2024 |
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| Branch Banking & Trust Company | 44k | $735k | -87% | Dec 2023 |
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| Sigma Planning | 42k | $703k | -56% | Dec 2023 |
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| IFP Advisors | 40k | $674k | -19% | Dec 2023 |
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| JBR Co Financial Management | 37k | $621k | 100% | Dec 2023 |
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| Trexquant Investment | 35k | $587k | 96% | Dec 2023 |
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| D. E. Shaw & Co | 32k | $541k | 100% | Dec 2023 |
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| Steward Partners Investment Advisory | 31k | $525k | -1% | Dec 2023 |
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| Jane Street | 31k | $515k | 100% | Dec 2023 |
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| Bank of New York Mellon | 31k | $509k | 2% | Dec 2023 |
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| Centaurus Financial | 30k | $503k | -1% | Dec 2023 |
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| Stonebridge Financial Planning Group | 28k | $469k | -53% | Dec 2023 |
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| RPg Family Wealth Advisory | 28k | $462k | 10% | Dec 2023 |
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| Creative Financial Designs | 27k | $443k | 2% | Dec 2023 |
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| Kestra Private Wealth Services | 24k | $393k | -81% | Dec 2023 |
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| International Assets Investment Management | 24k | $444k | -37% | Mar 2024 |
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| Harbour Investments | 23k | $389k | 11% | Dec 2023 |
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| Cottonwood Capital Advisors | 23k | $389k | 0% | Dec 2023 |
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| Insigneo Advisory Services | 22k | $374k | 0% | Dec 2023 |
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| SignalPoint Asset Management | 22k | $403k | -5% | Mar 2024 |
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| Envestnet Portfolio Solutions | 21k | $357k | 100% | Dec 2023 |
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| Rockefeller Capital Management | 20k | $340k | 7% | Dec 2023 |
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| Level Four Advisory Services | 19k | $320k | 0% | Dec 2023 |
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| HFG Advisors | 19k | $359k | 0% | Mar 2024 |
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| Blackhawk Capital Partners | 19k | $317k | -10% | Dec 2023 |
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| Secure Asset Management | 19k | $314k | 19% | Dec 2023 |
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| Iams Wealth Management | 19k | $314k | 8% | Mar 2024 |
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| Orion Portfolio Solutions | 18k | $301k | 11% | Dec 2023 |
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| Two Sigma Securities | 18k | $292k | 100% | Dec 2023 |
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| Pnc Financial Services | 17k | $283k | -10% | Dec 2023 |
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| Truepoint | 16k | $272k | 0% | Dec 2023 |
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| Park Avenue Securities | 16k | $291k | -2% | Mar 2024 |
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| Certified Advisory Corp | 15k | $253k | 0% | Dec 2023 |
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| VitalStone Financial | 15k | $251k | 1% | Dec 2023 |
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| Gladstone Institutional Advisory | 15k | $249k | 24% | Dec 2023 |
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| Mercer Global Advisors | 15k | $243k | 0% | Dec 2023 |
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| HBW Advisory Services | 14k | $239k | 0% | Mar 2024 |
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| Coppell Advisory Solutions | 14k | $226k | -73% | Dec 2023 |
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| Pinnacle Family Advisors | 13k | $209k | -3% | Dec 2023 |
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| Moors & Cabot | 12k | $205k | 0% | Dec 2023 |
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| PFG Advisors | 12k | $194k | -15% | Dec 2023 |
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| Mariner Wealth Advisors | 12k | $193k | -9% | Dec 2023 |
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| Global Retirement Partners | 11k | $210k | 1% | Mar 2024 |
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| Mach-1 Financial Group | 11k | $184k | -39% | Dec 2023 |
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| Silver Oak Securities | 11k | $180k | 100% | Dec 2023 |
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| Wealth Effects | 11k | $197k | 0% | Mar 2024 |
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| Hrt Financial | 10k | $172k | 100% | Dec 2023 |
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| Calton & Associates | 10k | $190k | 0% | Mar 2024 |
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| D.B. Root & Company | 10k | $188k | 100% | Mar 2024 |
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| CFG Asset Management | 5.4k | $89k | -8% | Dec 2023 |
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| CWM | 4.8k | $91k | 8% | Mar 2024 |
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| Benjamin Edwards | 4.0k | $67k | 1842% | Dec 2023 |
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| Geneos Wealth Management | 3.7k | $62k | 0% | Dec 2023 |
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| Sunbelt Securities | 2.8k | $52k | 0% | Mar 2024 |
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| Proequities | 2.7k | $45M | 0% | Dec 2023 |
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| MCF Advisors | 2.5k | $47k | 0% | Mar 2024 |
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| Assetmark | 2.5k | $42k | 54% | Dec 2023 |
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| Private Trust Co Na | 2.4k | $41k | -55% | Dec 2023 |
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| MTM Investment Management | 2.0k | $34k | 0% | Dec 2023 |
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| SRS Capital Advisors | 1.6k | $27k | 0% | Dec 2023 |
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| Register Financial Advisors | 1.3k | $23k | -32% | Mar 2024 |
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| Pinnacle Bank | 1.1k | $21k | 100% | Mar 2024 |
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| Creekmur Asset Management | 1.1k | $18k | 100% | Dec 2023 |
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| Tradition Wealth Management | 800.00 | $13k | 0% | Dec 2023 |
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| DHJJ Financial Advisors | 795.00 | $15k | -7% | Mar 2024 |
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| William Blair $ Company | 745.00 | $12k | 0% | Dec 2023 |
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| Principal Securities | 699.00 | $12k | 100% | Dec 2023 |
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| Focused Wealth Management | 667.00 | $11k | 0% | Dec 2023 |
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| Impact Partnership Wealth | 650.00 | $11k | 0% | Dec 2023 |
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| Tucker Asset Management | 521.00 | $8.7k | 65% | Dec 2023 |
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| Global Trust Asset Management | 405.00 | $7.6k | 0% | Mar 2024 |
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| Capital Investment Advisory Services | 357.00 | $6.0k | 0% | Dec 2023 |
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| Arvest Investments | 309.00 | $5.8k | -8% | Mar 2024 |
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| Transamerica Financial Advisors | 304.00 | $6.0k | -70% | Dec 2023 |
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| Spire Wealth Management | 277.00 | $5.2k | -24% | Mar 2024 |
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| Us Bancorp | 147.00 | $2.5k | 0% | Dec 2023 |
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| Advisory Services Network | 125.00 | $2.1k | 100% | Dec 2023 |
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| Wagner Wealth Management | 118.00 | $2.2k | 4% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 115.00 | $1.9k | -96% | Dec 2023 |
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| Householder Group Estate & Retirement Specialist | 60.00 | $1.0k | 100% | Dec 2023 |
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| Sound Income Strategies | 39.00 | $731.000400 | 100% | Mar 2024 |
|
| Jpmorgan Chase & Co | 0 | $0 | -100% | Dec 2023 |
|
Who sold out of First Trust Energy AlphaDEX?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Savior | Sep 2023 | 93k | $1.6M |
| Triumph Capital Management | Sep 2023 | 61k | $1.1M |
| Owen LaRue | Sep 2023 | 48k | $828k |
| Monument Capital Management | Dec 2023 | 33k | $545k |
| L.m. Kohn & Company | Sep 2023 | 22k | $379k |
| Sowell Financial Services | Sep 2023 | 19k | $336k |
| Fulcrum Equity Management | Sep 2023 | 16k | $277k |
| Fisher Investments | Sep 2023 | 13k | $229k |
| Cyndeo Wealth Partners | Dec 2023 | 13k | $212k |
| Snowden Capital Advisors | Sep 2023 | 12k | $212k |
| Captrust Financial Advisors | Sep 2023 | 11k | $199k |
| Wedbush Morgan Securities | Sep 2023 | 11k | $184k |
| Chevy Chase Trust Holdings | Sep 2023 | 11k | $183k |
| Apollon Wealth Management | Sep 2023 | 10k | $178k |
| DB Wealth Management Group | Sep 2023 | 3.6k | $63k |
| TSFG | Dec 2023 | 1.1k | $19k |
| FTB Advisors | Sep 2023 | 894.00 | $16k |
| Penserra Capital Management | Sep 2023 | 411.00 | $7.0k |
| Lee Financial | Sep 2023 | 334.00 | $5.8k |
| Fifth Third Bancorp | Dec 2023 | 271.00 | $4.5k |