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First Trust Energy AlphaDEX Fund

115 hedge funds and large institutions have $152M invested in First Trust Energy AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 48 reducing their positions, and 11 closing their positions.

Holders
115
Holders Change
Holders Change %
0%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
28
Reduced
48
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$26.7M 1,757,417 -526,013 -23%
Wells Fargo
2
Wells Fargo
California
$21.9M 1,444,480 -346,467 -19%
LPL Financial
3
LPL Financial
California
$20.7M 1,366,928 -182,342 -12%
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$9.89M 651,200 +550,000 +543%
UBS Group
5
UBS Group
Switzerland
$8.99M 592,430 +46,890 +9%
Bank of America
6
Bank of America
North Carolina
$7.79M 513,034 -14,527 -3%
Raymond James Financial
7
Raymond James Financial
Florida
$7.24M 477,076 -128,094 -21%
CA
8
Crumly & Associates
Illinois
$2.96M 194,856 -32,570 -14%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.7M 166,188 +11,717 +8%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.56M 168,820 -115,687 -41%
IAA
11
Independent Advisor Alliance
North Carolina
$2.38M 156,601 +156,601 New
PWA
12
PCG Wealth Advisors
Kansas
$2.27M 149,576 -2,724 -2%
QC
13
Quadrature Capital
United Kingdom
$2.19M 144,242 +59,730 +71%
HighTower Advisors
14
HighTower Advisors
Illinois
$1.88M 123,906 -33,395 -21%
SWP
15
Stratos Wealth Partners
Ohio
$1.84M 121,047 -16,509 -12%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.79M 118,012 -3,067 -3%
Stifel Financial
17
Stifel Financial
Missouri
$1.74M 114,838 -20,752 -15%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.72M 113,421 -14,217 -11%
Goldman Sachs
19
Goldman Sachs
New York
$1.52M 100,222 -5,082 -5%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.44M 95,157 -14,882 -14%
PAG
21
Private Advisor Group
New Jersey
$1.42M 93,216 -9,713 -9%
TRCT
22
Tower Research Capital (TRC)
New York
$1.24M 81,560 +29,697 +57%
Jane Street
23
Jane Street
New York
$1.18M 77,631 +77,631 New
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.1M 72,180 -5,059 -7%
FTUS
25
Flow Traders U.S.
New York
$1.05M 69,382 -10,031 -13%