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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

116 hedge funds and large institutions have $152M invested in First Trust Energy AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+1
Holders Change %
+0.87%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
28
Reduced
48
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$8.35M
2
IAA
Independent Advisor Alliance
North Carolina
+$2.38M
3
Jane Street
Jane Street
New York
+$1.18M
4
QC
Quadrature Capital
United Kingdom
+$907K
5
UBS Group
UBS Group
Switzerland
+$712K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$7.98M
2
AC
Avestar Capital
New York
-$6.03M
3
Wells Fargo
Wells Fargo
California
-$5.26M
4
LPL Financial
LPL Financial
California
-$2.77M
5
Raymond James Financial
Raymond James Financial
Florida
-$1.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$947K -$25.8K -1,697 -3%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$728K +$70.5K +4,643 +11%
PFS
28
Prospera Financial Services
Texas
$703K -$15.7K -1,031 -2%
NA
29
NewEdge Advisors
Louisiana
$652K +$7.42K +489 +1%
KNW
30
Kesler Norman & Wride
Utah
$648K +$4.04K +266 +0.6%
OFS
31
OneAscent Financial Services
Alabama
$647K -$17.5K -1,155 -3%
BEI
32
Benjamin Edwards Inc
Missouri
$642K – – –
RFWA
33
RPg Family Wealth Advisory
Massachusetts
$636K -$5.92K -390 -0.9%
Truist Financial
34
Truist Financial
North Carolina
$541K -$89.5K -5,899 -14%
EH
35
Equitable Holdings
New York
$535K +$535K +35,236 New
GAA
36
Global Assets Advisory
Florida
$443K -$607K -39,480 -58%
Citigroup
37
Citigroup
New York
$431K -$58.6K -3,863 -12%
NS
38
NBC Securities
Alabama
$404K +$122K +8,045 +43%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$383K -$414K -27,266 -52%
CF
40
Centaurus Financial
California
$377K -$5.85K -385 -2%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$372K +$11.3K +746 +3%
MML Investors Services
42
MML Investors Services
Massachusetts
$351K -$114K -7,496 -24%
GWP
43
Gateway Wealth Partners
Wisconsin
$339K -$88.2K -5,812 -21%
JCFM
44
JBR Co Financial Management
Oklahoma
$338K -$10.1K -665 -3%
CCA
45
Cottonwood Capital Advisors
Utah
$324K – – –
FFA
46
Farther Finance Advisors
California
$315K +$531 +35 +0.2%
1W
47
1776 Wealth
Georgia
$305K – – –
Citadel Advisors
48
Citadel Advisors
Florida
$299K -$578K -38,093 -66%
AWM
49
AE Wealth Management
Kansas
$256K +$73.1K +4,816 +40%
P
50
&Partners
Tennessee
$252K +$252K +16,589 New
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