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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

115 hedge funds and large institutions have $187M invested in First Trust Energy AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 57 reducing their positions, and 16 closing their positions.

Holders
115
Holders Change
-10
Holders Change %
-8%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
24
Reduced
57
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QC
1
Quadrature Capital
United Kingdom
$1.39M
2
FTUS
2
Flow Traders U.S.
New York
$1.31M
3
RFWA
3
RPg Family Wealth Advisory
Massachusetts
$698K
4
GAA
4
Global Assets Advisory
Florida
$998K
5
Stifel Financial
5
Stifel Financial
Missouri
$2.24M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$9.01M
2
Morgan Stanley
2
Morgan Stanley
New York
$37.7M
3
VAS
3
Vestmark Advisory Solutions
Massachusetts
$0
4
Wells Fargo
4
Wells Fargo
California
$29.6M
5
LPL Financial
5
LPL Financial
California
$25.6M
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$1.06M 64,114 -12,404 -16%
GAA
27
Global Assets Advisory
Florida
$998K 68,295 +45,230 +196%
Citadel Advisors
28
Citadel Advisors
Florida
$955K 57,812 -132,472 -70%
Jones Financial Companies
29
Jones Financial Companies
Missouri
$857K 52,484 +13,751 +36%
TRCT
30
Tower Research Capital (TRC)
New York
$857K 51,863 -21,075 -29%
PFS
31
Prospera Financial Services
Texas
$782K 47,349 -1,738 -4%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$768K 44,134 – –
OFS
33
OneAscent Financial Services
Alabama
$723K 43,769 +1,335 +3%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$715K 43,310 -43,152 -50%
NA
35
NewEdge Advisors
Louisiana
$702K 42,494 -31 -0.1%
KNW
36
Kesler Norman & Wride
Utah
$700K 42,402 +281 +0.7%
BEI
37
Benjamin Edwards Inc
Missouri
$699K 42,322 -24,134 -36%
RFWA
38
RPg Family Wealth Advisory
Massachusetts
$698K 42,276 +42,276 New
Truist Financial
39
Truist Financial
North Carolina
$686K 41,520 -577 -1%
SPC
40
Sigma Planning Corp
Michigan
$569K 34,433 -5,809 -14%
Citigroup
41
Citigroup
New York
$533K 32,256 +350 +1%
MML Investors Services
42
MML Investors Services
Massachusetts
$505K 30,597 -2,757 -8%
GWM
43
Geneos Wealth Management
Colorado
$485K 29,330 +24,039 +454%
AAS
44
Avantax Advisory Services
Texas
$483K 29,238 +1,121 +4%
GWP
45
Gateway Wealth Partners
Wisconsin
$465K 28,164 -14,326 -34%
CF
46
Centaurus Financial
California
$417K 25,219 +1,747 +7%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$393K 23,790 +1,188 +5%
JCFM
48
JBR Co Financial Management
Oklahoma
$378K 22,900 -6,709 -23%
TSS
49
Two Sigma Securities
New York
$352K 21,335 -9,139 -30%
CCA
50
Cottonwood Capital Advisors
Utah
$352K 21,322 – –
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