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First Trust Energy AlphaDEX Fund

123 hedge funds and large institutions have $136M invested in First Trust Energy AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 25 increasing their positions, 52 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

8% more funds holding

Funds holding: 114123 (+9)

11.95% less ownership

Funds ownership: 64.8%52.86% (-12%)

43% less capital invested

Capital invested by funds: $240M → $136M (-$104M)

52% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 52

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
123
Holders Change
+9
Holders Change %
+7.89%
% of All Funds
1.5%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
25
Reduced
52
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
26
OneAscent Financial Services
Alabama
$744K +$5.77K +354 +0.8%
KNW
27
Kesler Norman & Wride
Utah
$712K +$18K +1,103 +3%
Jane Street
28
Jane Street
New York
$660K +$653K +40,092 New
PFS
29
Prospera Financial Services
Texas
$614K -$133K -8,138 -18%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$598K -$241K -14,808 -29%
BEI
31
Benjamin Edwards Inc
Missouri
$595K -$4.74K -291 -0.8%
EH
32
Equitable Holdings
New York
$580K
NA
33
NewEdge Advisors
Louisiana
$567K -$66.9K -4,104 -11%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$546K +$90.6K +5,559 +20%
SA
35
Sanctuary Advisors
Indiana
$546K -$3.32K -204 -0.6%
RFWA
36
RPg Family Wealth Advisory
Massachusetts
$510K +$505K +30,964 New
RPG
37
Risk Paradigm Group
Texas
$500K +$495K +30,386 New
GAA
38
Global Assets Advisory
Florida
$450K -$20K -1,225 -4%
CF
39
Centaurus Financial
California
$449K +$49.7K +3,050 +13%
Truist Financial
40
Truist Financial
North Carolina
$445K -$19.3K -1,184 -4%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$416K -$42K -2,580 -9%
Citigroup
42
Citigroup
New York
$412K +$30.6K +1,877 +8%
MML Investors Services
43
MML Investors Services
Massachusetts
$374K -$8.23K -505 -2%
CCA
44
Cottonwood Capital Advisors
Utah
$351K -$326 -20 -0.1%
FFA
45
Farther Finance Advisors
California
$331K -$10.6K -651 -3%
RPGK
46
Retirement Planning Group (Kansas)
Kansas
$300K +$53.5K +3,282 +22%
P
47
&Partners
Tennessee
$294K -$48.1K -2,953 -14%
JCFM
48
JBR Co Financial Management
Oklahoma
$288K -$48.5K -2,975 -15%
1W
49
1776 Wealth
Georgia
$270K
AWM
50
AE Wealth Management
Kansas
$268K +$18.8K +1,153 +8%