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First Trust Energy AlphaDEX Fund

117 hedge funds and large institutions have $189M invested in First Trust Energy AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 58 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.93% less ownership

Funds ownership: 61.49%56.56% (-4.9%)

7% less funds holding

Funds holding: 126117 (-9)

20% less capital invested

Capital invested by funds: $237M → $189M (-$48.1M)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

57% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 58

Holders
117
Holders Change
-9
Holders Change %
-7.14%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
25
Reduced
58
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFP Advisors
Florida
$103K -$17.8K -1,062 -15%
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$80K +$50 +3 +0.1%
Comerica Bank
78
Comerica Bank
Texas
$74.5K -$50.7K -3,032 -40%
PWAM
79
Private Wealth Asset Management
Iowa
$62.4K +$63.1K +3,775 New
PS
80
Principal Securities
Iowa
$55.5K
CA
81
CoreCap Advisors
Michigan
$47.4K -$987 -59 -2%
TWM
82
Topsail Wealth Management
North Carolina
$43K
MA
83
MCF Advisors
Kentucky
$41.3K
SS
84
Sunbelt Securities
Texas
$36K -$9.68K -579 -21%
MIM
85
MTM Investment Management
South Carolina
$33.9K
OP
86
ORG Partners
Indiana
$33.2K
AAP
87
Arax Advisory Partners
Colorado
$26.8K +$50 +3 +0.2%
Fidelity Investments
88
Fidelity Investments
Massachusetts
$26.3K +$10.2K +612 +63%
GSWM
89
Golden State Wealth Management
California
$24.8K
CFD
90
Creative Financial Designs
Indiana
$22.3K -$8.95K -535 -28%
CI
91
CX Institutional
Indiana
$19K +$19.4K +1,158 New
PB
92
Pinnacle Bancorp
Nebraska
$18.2K
MFC
93
Mechanics Financial Corp
Ohio
$16.6K
RFA
94
Register Financial Advisors
Georgia
$16.5K
VWM
95
Vermillion Wealth Management
Minnesota
$15.8K +$117 +7 +0.7%
AG
96
AmeriFlex Group
Nevada
$15.4K -$1.12K -67 -7%
DFA
97
DHJJ Financial Advisors
Illinois
$13.1K
HBW
98
Hazlett, Burt & Watson
West Virginia
$13K +$12.8K +766 New
William Blair & Company
99
William Blair & Company
Illinois
$13K +$686 +41 +6%
NRG
100
Nemes Rush Group
Michigan
$12.3K +$12.5K +747 New