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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

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
+1
Holders Change %
+0.87%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
28
Reduced
48
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$8.35M
2
IAA
Independent Advisor Alliance
North Carolina
+$2.38M
3
Jane Street
Jane Street
New York
+$1.18M
4
QC
Quadrature Capital
United Kingdom
+$907K
5
UBS Group
UBS Group
Switzerland
+$712K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$7.98M
2
AC
Avestar Capital
New York
-$6.03M
3
Wells Fargo
Wells Fargo
California
-$5.26M
4
LPL Financial
LPL Financial
California
-$2.77M
5
Raymond James Financial
Raymond James Financial
Florida
-$1.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
76
Sunbelt Securities
Texas
$45.1K +$9.46K +579 +27%
AAP
77
Arax Advisory Partners
Colorado
$39.6K +$15K +989 +61%
TWM
78
Topsail Wealth Management
North Carolina
$39.5K – – –
MA
79
MCF Advisors
Kentucky
$38K – – –
CA
80
CoreCap Advisors
Michigan
$32.4K -$11.1K -733 -26%
MIM
81
MTM Investment Management
South Carolina
$31K – – –
OP
82
ORG Partners
Indiana
$30.8K – – –
CA
83
Clearstead Advisors
Ohio
$26.8K +$26.8K +1,763 New
HBW
84
Hazlett, Burt & Watson
West Virginia
$23K +$11K +700 +91%
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 +$17.9K +1,180 New
PB
88
Pinnacle Bancorp
Nebraska
$16.7K – – –
Fidelity Investments
89
Fidelity Investments
Massachusetts
$16.7K -$7.47K -492 -31%
MFC
90
Mechanics Financial Corp
Ohio
$15.2K – – –
RFA
91
Register Financial Advisors
Georgia
$15.2K – – –
VWM
92
Vermillion Wealth Management
Minnesota
$14.6K +$91 +6 +0.6%
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 +$10.9K +719 New
BTI
96
Blue Trust Inc
Georgia
$9.28K +$61 +4 +0.7%
WP
97
WealthShield Partners
North Carolina
$7.71K – – –
ACA
98
Aptus Capital Advisors
Alabama
$7.39K +$6.94K +457 +1,523%
MSWA
99
Marshall & Sterling Wealth Advisors
New York
$6.6K -$1.42M -93,693 -100%
GTAM
100
Global Trust Asset Management
Florida
$6.14K – – –
2 3
4
5 6