FXN icon

First Trust Energy AlphaDEX Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
LFAS
51
Level Four Advisory Services
Texas
$225K -$16.9K -1,112 -7%
AAS
52
Avantax Advisory Services
Texas
$221K -$222K -14,655 -50%
HA
53
HFG Advisors
Ohio
$211K -$5.31K -350 -2%
WW
54
Waterfront Wealth
Kansas
$208K
GWM
55
Geneos Wealth Management
Colorado
$203K -$242K -15,938 -54%
SG
56
StoneX Group
New York
$194K -$105K -6,949 -35%
MC
57
Moors & Cabot
Massachusetts
$188K +$152 +10 +0.1%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$185K +$185K +12,217 New
KPWS
59
Kestra Private Wealth Services
Texas
$183K -$8.14K -536 -4%
PFG
60
Prosperity Financial Group
California
$180K +$1.08K +71 +0.6%
DADC
61
D.A. Davidson & Co
Montana
$171K +$501 +33 +0.3%
WE
62
Wealth Effects
Massachusetts
$159K
SOS
63
Silver Oak Securities
Tennessee
$154K +$395 +26 +0.3%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$153K +$713 +47 +0.5%
NWM
65
Nova Wealth Management
Florida
$144K -$67.6K -4,454 -32%
HI
66
Harbour Investments
Wisconsin
$139K -$24K -1,583 -15%
GRP
67
Global Retirement Partners
California
$116K +$116K +7,614 New
RFG
68
REAP Financial Group
Texas
$112K -$50.9K -3,350 -31%
SPIA
69
Steward Partners Investment Advisory
New York
$103K -$26.7K -1,756 -21%
IA
70
IFP Advisors
Florida
$83.2K -$11.6K -763 -12%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$74K +$61 +4 +0.1%
Comerica Bank
72
Comerica Bank
Texas
$67.6K -$850 -56 -1%
PWAM
73
Private Wealth Asset Management
Iowa
$57.3K
PS
74
Principal Securities
Iowa
$54K +$2.4K +158 +5%
BFO
75
Biltmore Family Office
North Carolina
$49K +$49K +3,226 New