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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
TSS
51
Two Sigma Securities
New York
$352K -$153K -9,139 -30%
CCA
52
Cottonwood Capital Advisors
Utah
$352K
FFA
53
Farther Finance Advisors
California
$344K +$335K +20,053 +3,080%
1W
54
1776 Wealth
Georgia
$332K
SG
55
StoneX Group
New York
$325K -$276K -16,508 -46%
NS
56
NBC Securities
Alabama
$306K +$310K +18,554 +88,352%
LFAS
57
Level Four Advisory Services
Texas
$263K -$14.6K -871 -5%
HA
58
HFG Advisors
Ohio
$235K
AWS
59
Atria Wealth Solutions
New York
$235K -$53.2K -3,180 -18%
NWM
60
Nova Wealth Management
Florida
$230K -$182K -10,872 -44%
WW
61
Waterfront Wealth
Kansas
$227K -$15.1K -900 -6%
KPWS
62
Kestra Private Wealth Services
Texas
$207K -$50.1K -2,996 -19%
MC
63
Moors & Cabot
Massachusetts
$204K -$3.16K -189 -2%
AWM
64
AE Wealth Management
Kansas
$199K -$5.52K -330 -3%
PFG
65
Prosperity Financial Group
California
$195K -$71.3K -4,261 -27%
DADC
66
D.A. Davidson & Co
Montana
$186K -$2.99M -179,059 -94%
CA
67
Calton & Associates
Florida
$183K +$185K +11,081 New
HI
68
Harbour Investments
Wisconsin
$177K -$33.6K -2,011 -16%
AA
69
Armis Advisers
Georgia
$177K -$71.4K -4,269 -28%
RFG
70
REAP Financial Group
Texas
$177K -$42K -2,512 -19%
WE
71
Wealth Effects
Massachusetts
$173K
PA
72
PFG Advisors
Arizona
$166K -$6.25K -374 -4%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$166K +$10.1K +602 +6%
SOS
74
Silver Oak Securities
Tennessee
$166K -$13K -778 -7%
SPIA
75
Steward Partners Investment Advisory
New York
$141K -$98.7K -5,902 -41%