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First Trust Energy AlphaDEX Fund

117 hedge funds and large institutions have $189M invested in First Trust Energy AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 58 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.93% less ownership

Funds ownership: 61.49%56.56% (-4.9%)

7% less funds holding

Funds holding: 126117 (-9)

20% less capital invested

Capital invested by funds: $237M → $189M (-$48.1M)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

57% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 58

Holders
117
Holders Change
-9
Holders Change %
-7.14%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
25
Reduced
58
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$1.06M -$207K -12,404 -16%
GAA
27
Global Assets Advisory
Florida
$998K +$756K +45,230 +196%
Citadel Advisors
28
Citadel Advisors
Florida
$955K -$2.22M -132,472 -70%
Jones Financial Companies
29
Jones Financial Companies
Missouri
$857K +$230K +13,751 +36%
TRCT
30
Tower Research Capital (TRC)
New York
$857K -$352K -21,075 -29%
SA
31
Sanctuary Advisors
Indiana
$796K -$273K -16,320 -25%
PFS
32
Prospera Financial Services
Texas
$782K -$29.1K -1,738 -4%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$768K
OFS
34
OneAscent Financial Services
Alabama
$723K +$22.3K +1,335 +3%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$715K -$722K -43,152 -50%
NA
36
NewEdge Advisors
Louisiana
$702K -$518 -31 -0.1%
KNW
37
Kesler Norman & Wride
Utah
$700K +$4.7K +281 +0.7%
BEI
38
Benjamin Edwards Inc
Missouri
$699K -$404K -24,134 -36%
RFWA
39
RPg Family Wealth Advisory
Massachusetts
$698K +$707K +42,276 New
Truist Financial
40
Truist Financial
North Carolina
$686K -$9.65K -577 -1%
SPC
41
Sigma Planning Corp
Michigan
$569K -$97.1K -5,809 -14%
MFN
42
Midwest Financial Network
Illinois
$537K +$9.73K +582 +2%
Citigroup
43
Citigroup
New York
$533K +$5.85K +350 +1%
MML Investors Services
44
MML Investors Services
Massachusetts
$505K -$46.1K -2,757 -8%
GWM
45
Geneos Wealth Management
Colorado
$485K +$402K +24,039 +454%
AAS
46
Avantax Advisory Services
Texas
$483K +$18.7K +1,121 +4%
GWP
47
Gateway Wealth Partners
Wisconsin
$465K -$240K -14,326 -34%
CF
48
Centaurus Financial
California
$417K +$29.2K +1,747 +7%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$393K +$19.9K +1,188 +5%
JCFM
50
JBR Co Financial Management
Oklahoma
$378K -$112K -6,709 -23%