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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
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$8.35M
2 +$2.38M
3 +$1.18M
4
QC
Quadrature Capital
United Kingdom
+$907K
5
UBS Group
UBS Group
Switzerland
+$712K
Name Holding Trade Value Shares
Change
Change in
Stake
SS
76
Sunbelt Securities
Texas
$45.1K
AAP
77
Arax Advisory Partners
Colorado
$39.6K
TWM
78
Topsail Wealth Management
North Carolina
$39.5K
MA
79
MCF Advisors
Kentucky
$38K
CA
80
CoreCap Advisors
Michigan
$32.4K
MIM
81
MTM Investment Management
South Carolina
$31K
OP
82
ORG Partners
Indiana
$30.8K
CA
83
Clearstead Advisors
Ohio
$26.8K
HBW
84
Hazlett, Burt & Watson
West Virginia
$23K
GSWM
85
Golden State Wealth Management
California
$22.8K
CFD
86
Creative Financial Designs
Indiana
$20.5K
DF
87
Dunhill Financial
United Kingdom
$17.9K
PB
88
Pinnacle Bancorp
Nebraska
$16.7K
Fidelity Investments
89
Fidelity Investments
Massachusetts
$16.7K
MFC
90
Mechanics Financial Corp
Ohio
$15.2K
RFA
91
Register Financial Advisors
Georgia
$15.2K
VWM
92
Vermillion Wealth Management
Minnesota
$14.6K
DFA
93
DHJJ Financial Advisors
Illinois
$12.1K
William Blair & Company
94
William Blair & Company
Illinois
$11.9K
AAS
95
Ameritas Advisory Services
Nebraska
$10.9K
BTI
96
Blue Trust Inc
Georgia
$9.28K
WP
97
WealthShield Partners
North Carolina
$7.71K
ACA
98
Aptus Capital Advisors
Alabama
$7.39K
MSWA
99
Marshall & Sterling Wealth Advisors
New York
$6.6K
GTAM
100
Global Trust Asset Management
Florida
$6.14K