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First Trust Energy AlphaDEX Fund

113 hedge funds and large institutions have $239M invested in First Trust Energy AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
76
Private Wealth Asset Management
Iowa
$61.5K
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$57.8K
BFO
78
Biltmore Family Office
North Carolina
$52.6K
HBW
79
Hazlett, Burt & Watson
West Virginia
$50K
TWM
80
Topsail Wealth Management
North Carolina
$42.4K
MA
81
MCF Advisors
Kentucky
$40.8K
SS
82
Sunbelt Securities
Texas
$35.8K
MIM
83
MTM Investment Management
South Carolina
$33.3K
OP
84
ORG Partners
Indiana
$32.6K
CA
85
Clearstead Advisors
Ohio
$28.7K
GSWM
86
Golden State Wealth Management
California
$24.5K
CA
87
CoreCap Advisors
Michigan
$22.1K
CFD
88
Creative Financial Designs
Indiana
$22K
DF
89
Dunhill Financial
United Kingdom
$19.2K
PB
90
Pinnacle Bancorp
Nebraska
$17.9K
MFC
91
Mechanics Financial Corp
Ohio
$16.4K
RFA
92
Register Financial Advisors
Georgia
$16.3K
VWM
93
Vermillion Wealth Management
Minnesota
$15.8K
CI
94
CX Institutional
Indiana
$15K
Fidelity Investments
95
Fidelity Investments
Massachusetts
$14.3K
DFA
96
DHJJ Financial Advisors
Illinois
$13K
William Blair & Company
97
William Blair & Company
Illinois
$12.8K
RFP
98
Root Financial Partners
California
$10.7K
BTI
99
Blue Trust Inc
Georgia
$10K
WP
100
WealthShield Partners
North Carolina
$8.28K