FXN icon

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 %
KAS
26
Kestra Advisory Services
Texas
$947K 62,417 -1,697 -3%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$728K 47,953 +4,643 +11%
PFS
28
Prospera Financial Services
Texas
$703K 46,318 -1,031 -2%
NA
29
NewEdge Advisors
Louisiana
$652K 42,983 +489 +1%
KNW
30
Kesler Norman & Wride
Utah
$648K 42,668 +266 +0.6%
OFS
31
OneAscent Financial Services
Alabama
$647K 42,614 -1,155 -3%
BEI
32
Benjamin Edwards Inc
Missouri
$642K 42,322
RFWA
33
RPg Family Wealth Advisory
Massachusetts
$636K 41,886 -390 -0.9%
Truist Financial
34
Truist Financial
North Carolina
$541K 35,621 -5,899 -14%
EH
35
Equitable Holdings
New York
$535K 35,236 +35,236 New
GAA
36
Global Assets Advisory
Florida
$443K 28,815 -39,480 -58%
Citigroup
37
Citigroup
New York
$431K 28,393 -3,863 -12%
NS
38
NBC Securities
Alabama
$404K 26,620 +8,045 +43%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$383K 25,218 -27,266 -52%
CF
40
Centaurus Financial
California
$377K 24,834 -385 -2%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$372K 24,536 +746 +3%
MML Investors Services
42
MML Investors Services
Massachusetts
$351K 23,101 -7,496 -24%
GWP
43
Gateway Wealth Partners
Wisconsin
$339K 22,352 -5,812 -21%
JCFM
44
JBR Co Financial Management
Oklahoma
$338K 22,235 -665 -3%
CCA
45
Cottonwood Capital Advisors
Utah
$324K 21,322
FFA
46
Farther Finance Advisors
California
$315K 20,739 +35 +0.2%
1W
47
1776 Wealth
Georgia
$305K 20,100
Citadel Advisors
48
Citadel Advisors
Florida
$299K 19,719 -38,093 -66%
AWM
49
AE Wealth Management
Kansas
$256K 16,839 +4,816 +40%
P
50
&Partners
Tennessee
$252K 16,589 +16,589 New