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First Trust Energy AlphaDEX Fund

140 hedge funds and large institutions have $1.03B invested in First Trust Energy AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 54 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

654% more capital invested

Capital invested by funds: $136M → $1.03B (+$892M)

185.83% more ownership

Funds ownership: 52.86%238.68% (+186%)

175% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 12

157% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 21

14% more funds holding

Funds holding: 123140 (+17)

Holders
140
Holders Change
+17
Holders Change %
+13.82%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
54
Reduced
21
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$2.42M +$574K +29,585 +38%
Goldman Sachs
27
Goldman Sachs
New York
$2.41M +$104K +5,381 +5%
Osaic Holdings
28
Osaic Holdings
Arizona
$2.36M -$27.1K -1,396 -1%
PAG
29
Private Advisor Group
New Jersey
$2.31M +$3.59K +185 +0.2%
EFG
30
Ethos Financial Group
Pennsylvania
$2.13M +$1.84M +94,707 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$2.05M +$117K +6,014 +7%
BEI
32
Benjamin Edwards Inc
Missouri
$2.02M +$1.04M +53,587 +148%
NA
33
Navellier & Associates
Nevada
$1.6M -$338K -17,450 -20%
OC
34
Oppenheimer & Co
New York
$1.45M +$1.25M +64,682 New
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$1.45M +$550K +28,370 +78%
TFA
36
Transamerica Financial Advisors
Florida
$1.33M +$1.15M +59,328 +228,185%
DIP
37
Davis Investment Partners
North Carolina
$1.31M +$1.13M +58,397 New
KAS
38
Kestra Advisory Services
Texas
$1.15M +$52K +2,681 +6%
TWM
39
TriaGen Wealth Management
California
$1.11M +$962K +49,595 New
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$1.11M
Jane Street
41
Jane Street
New York
$1.09M +$163K +8,394 +21%
OFS
42
OneAscent Financial Services
Alabama
$1.03M +$16.3K +840 +2%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$1.01M +$791K +40,805 +949%
EW
44
Element Wealth
Mississippi
$1M +$867K +44,718 New
KNW
45
Kesler Norman & Wride
Utah
$974K +$3.08K +159 +0.4%
KA
46
Kovack Advisors
Florida
$974K +$867K +44,704 New
Two Sigma Investments
47
Two Sigma Investments
New York
$888K +$767K +39,542 New
PFS
48
Prospera Financial Services
Texas
$856K +$15.5K +802 +2%
SA
49
Sanctuary Advisors
Indiana
$767K +$19.8K +1,023 +3%
RIA
50
Realta Investment Advisors
Delaware
$733K +$632K +32,616 New