FXN icon

First Trust Energy AlphaDEX Fund

114 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, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
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
PS
76
Principal Securities
Iowa
$62.1K
PWAM
77
Private Wealth Asset Management
Iowa
$61.5K
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$57.8K
BFO
79
Biltmore Family Office
North Carolina
$52.6K
HBW
80
Hazlett, Burt & Watson
West Virginia
$50K
TWM
81
Topsail Wealth Management
North Carolina
$42.4K
MA
82
MCF Advisors
Kentucky
$40.8K
SS
83
Sunbelt Securities
Texas
$35.8K
MIM
84
MTM Investment Management
South Carolina
$33.3K
OP
85
ORG Partners
Indiana
$32.6K
CA
86
Clearstead Advisors
Ohio
$28.7K
GSWM
87
Golden State Wealth Management
California
$24.5K
CA
88
CoreCap Advisors
Michigan
$22.1K
CFD
89
Creative Financial Designs
Indiana
$22K
DF
90
Dunhill Financial
United Kingdom
$19.2K
PB
91
Pinnacle Bancorp
Nebraska
$17.9K
MFC
92
Mechanics Financial Corp
Ohio
$16.4K
RFA
93
Register Financial Advisors
Georgia
$16.3K
VWM
94
Vermillion Wealth Management
Minnesota
$15.8K
CI
95
CX Institutional
Indiana
$15K
Fidelity Investments
96
Fidelity Investments
Massachusetts
$14.3K
DFA
97
DHJJ Financial Advisors
Illinois
$13K
William Blair & Company
98
William Blair & Company
Illinois
$12.8K
RFP
99
Root Financial Partners
California
$10.7K
BTI
100
Blue Trust Inc
Georgia
$10K