We are live on ! Find out more
FXN icon

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
D.E. Shaw & Co
51
D.E. Shaw & Co
New York
$248K +$4.69K +288 +2%
IWM
52
IHT Wealth Management
Illinois
$246K +$243K +14,923 New
TRCT
53
Tower Research Capital (TRC)
New York
$238K -$1.33M -81,858 -85%
LFAS
54
Level Four Advisory Services
Texas
$233K -$17.9K -1,101 -7%
HA
55
HFG Advisors
Ohio
$226K
KPWS
56
Kestra Private Wealth Services
Texas
$198K +$65 +4 +0%
MC
57
Moors & Cabot
Massachusetts
$196K +$196 +12 +0.1%
VDC
58
Van Diest Capital
Iowa
$193K +$191K +11,692 New
DADC
59
D.A. Davidson & Co
Montana
$180K -$6.19K -380 -3%
WE
60
Wealth Effects
Massachusetts
$173K
NS
61
NBC Securities
Alabama
$169K -$6.16K -378 -4%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$167K -$209K -12,846 -56%
GWP
63
Gateway Wealth Partners
Wisconsin
$166K -$28.1K -1,727 -15%
KFAS
64
Keating Financial Advisory Services
Kansas
$145K +$143K +8,793 New
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$139K -$15.5K -953 -10%
HHCP
66
Hilton Head Capital Partners
South Carolina
$128K +$127K +7,777 New
RFG
67
REAP Financial Group
Texas
$124K -$37.7K -2,312 -23%
GRP
68
Global Retirement Partners
California
$107K -$18.8K -1,153 -15%
NWM
69
Nova Wealth Management
Florida
$104K -$39.8K -2,441 -28%
SPIA
70
Steward Partners Investment Advisory
New York
$95.3K -$16.3K -1,002 -15%
GWM
71
Geneos Wealth Management
Colorado
$85.6K -$6.36K -390 -7%
IA
72
IFP Advisors
Florida
$82.1K +$456 +28 +0.6%
RWM
73
RMG Wealth Management
Wisconsin
$80K +$11K +677 New
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$79K +$20.4K +1,250 +35%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$71K +$16 +1 +0%