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First Trust Energy AlphaDEX Fund

115 hedge funds and large institutions have $152M invested in First Trust Energy AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 48 reducing their positions, and 11 closing their positions.

Holders
115
Holders Change
Holders Change %
0%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
28
Reduced
48
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AAP
76
Arax Advisory Partners
Colorado
$39.6K 2,610 +989 +61%
TWM
77
Topsail Wealth Management
North Carolina
$39.5K 2,600
MA
78
MCF Advisors
Kentucky
$38K 2,500
CA
79
CoreCap Advisors
Michigan
$32.4K 2,135 -733 -26%
MIM
80
MTM Investment Management
South Carolina
$31K 2,044
OP
81
ORG Partners
Indiana
$30.8K 2,000
CA
82
Clearstead Advisors
Ohio
$26.8K 1,763 +1,763 New
HBW
83
Hazlett, Burt & Watson
West Virginia
$23K 1,466 +700 +91%
GSWM
84
Golden State Wealth Management
California
$22.8K 1,503
CFD
85
Creative Financial Designs
Indiana
$20.5K 1,350
DF
86
Dunhill Financial
United Kingdom
$17.9K 1,180 +1,180 New
PB
87
Pinnacle Bancorp
Nebraska
$16.7K 1,100
Fidelity Investments
88
Fidelity Investments
Massachusetts
$16.7K 1,099 -492 -31%
MFC
89
Mechanics Financial Corp
Ohio
$15.2K 1,004
RFA
90
Register Financial Advisors
Georgia
$15.2K 1,000
VWM
91
Vermillion Wealth Management
Minnesota
$14.6K 961 +6 +0.6%
DFA
92
DHJJ Financial Advisors
Illinois
$12.1K 795
William Blair & Company
93
William Blair & Company
Illinois
$11.9K 786
AAS
94
Ameritas Advisory Services
Nebraska
$10.9K 719 +719 New
BTI
95
Blue Trust Inc
Georgia
$9.28K 611 +4 +0.7%
WP
96
WealthShield Partners
North Carolina
$7.71K 508
ACA
97
Aptus Capital Advisors
Alabama
$7.39K 487 +457 +1,523%
MSWA
98
Marshall & Sterling Wealth Advisors
New York
$6.6K 437 -93,693 -100%
GTAM
99
Global Trust Asset Management
Florida
$6.14K 405
RF
100
Rossby Financial
Florida
$6K 395