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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

115 hedge funds and large institutions have $187M invested in First Trust Energy AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 57 reducing their positions, and 16 closing their positions.

Holders
115
Holders Change
-10
Holders Change %
-8%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
24
Reduced
57
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QC
1
Quadrature Capital
United Kingdom
$1.39M
2
FTUS
2
Flow Traders U.S.
New York
$1.31M
3
RFWA
3
RPg Family Wealth Advisory
Massachusetts
$698K
4
GAA
4
Global Assets Advisory
Florida
$998K
5
Stifel Financial
5
Stifel Financial
Missouri
$2.24M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$9.01M
2
Morgan Stanley
2
Morgan Stanley
New York
$37.7M
3
VAS
3
Vestmark Advisory Solutions
Massachusetts
$0
4
Wells Fargo
4
Wells Fargo
California
$29.6M
5
LPL Financial
5
LPL Financial
California
$25.6M
Name Market Value Shares Shares
Change 		Shares
Change %
FFA
51
Farther Finance Advisors
California
$344K 20,704 +20,053 +3,080%
1W
52
1776 Wealth
Georgia
$332K 20,100 – –
SG
53
StoneX Group
New York
$325K 19,702 -16,508 -46%
NS
54
NBC Securities
Alabama
$306K 18,575 +18,554 +88,352%
LFAS
55
Level Four Advisory Services
Texas
$263K 15,919 -871 -5%
HA
56
HFG Advisors
Ohio
$235K 14,240 – –
AWS
57
Atria Wealth Solutions
New York
$235K 14,196 -3,180 -18%
NWM
58
Nova Wealth Management
Florida
$230K 13,919 -10,872 -44%
WW
59
Waterfront Wealth
Kansas
$227K 13,735 -900 -6%
KPWS
60
Kestra Private Wealth Services
Texas
$207K 12,559 -2,996 -19%
MC
61
Moors & Cabot
Massachusetts
$204K 12,351 -189 -2%
AWM
62
AE Wealth Management
Kansas
$199K 12,023 -330 -3%
PFG
63
Prosperity Financial Group
California
$195K 11,796 -4,261 -27%
DADC
64
D.A. Davidson & Co
Montana
$186K 11,257 -179,059 -94%
CA
65
Calton & Associates
Florida
$183K 11,081 +11,081 New
HI
66
Harbour Investments
Wisconsin
$177K 10,721 -2,011 -16%
AA
67
Armis Advisers
Georgia
$177K 10,715 -4,269 -28%
RFG
68
REAP Financial Group
Texas
$177K 10,715 -2,512 -19%
WE
69
Wealth Effects
Massachusetts
$173K 10,500 – –
PA
70
PFG Advisors
Arizona
$166K 10,046 -374 -4%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$166K 10,045 +602 +6%
SOS
72
Silver Oak Securities
Tennessee
$166K 10,141 -778 -7%
SPIA
73
Steward Partners Investment Advisory
New York
$141K 8,538 -5,902 -41%
IA
74
IFP Advisors
Florida
$103K 6,245 -1,062 -15%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$80K 4,858 +3 +0.1%
1 2
3
4 5