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First Trust Energy AlphaDEX Fund

117 hedge funds and large institutions have $153M 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, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
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
BFO
76
Biltmore Family Office
North Carolina
$49K
SS
77
Sunbelt Securities
Texas
$45.1K
AAP
78
Arax Advisory Partners
Colorado
$39.6K
TWM
79
Topsail Wealth Management
North Carolina
$39.5K
MA
80
MCF Advisors
Kentucky
$38K
CA
81
CoreCap Advisors
Michigan
$32.4K
MIM
82
MTM Investment Management
South Carolina
$31K
OP
83
ORG Partners
Indiana
$30.8K
CA
84
Clearstead Advisors
Ohio
$26.8K
HBW
85
Hazlett, Burt & Watson
West Virginia
$23K
GSWM
86
Golden State Wealth Management
California
$22.8K
CFD
87
Creative Financial Designs
Indiana
$20.5K
DF
88
Dunhill Financial
United Kingdom
$17.9K
PB
89
Pinnacle Bancorp
Nebraska
$16.7K
Fidelity Investments
90
Fidelity Investments
Massachusetts
$16.7K
MFC
91
Mechanics Financial Corp
Ohio
$15.2K
RFA
92
Register Financial Advisors
Georgia
$15.2K
VWM
93
Vermillion Wealth Management
Minnesota
$14.6K
DFA
94
DHJJ Financial Advisors
Illinois
$12.1K
William Blair & Company
95
William Blair & Company
Illinois
$11.9K
AAS
96
Ameritas Advisory Services
Nebraska
$10.9K
BTI
97
Blue Trust Inc
Georgia
$9.28K
WP
98
WealthShield Partners
North Carolina
$7.71K
ACA
99
Aptus Capital Advisors
Alabama
$7.39K
MSWA
100
Marshall & Sterling Wealth Advisors
New York
$6.6K