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First Trust Energy AlphaDEX Fund

123 hedge funds and large institutions have $136M invested in First Trust Energy AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 25 increasing their positions, 52 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

8% more funds holding

Funds holding: 114123 (+9)

11.95% less ownership

Funds ownership: 64.8%52.86% (-12%)

43% less capital invested

Capital invested by funds: $240M → $136M (-$104M)

52% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 52

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
123
Holders Change
+9
Holders Change %
+7.89%
% of All Funds
1.5%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
25
Reduced
52
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
76
Comerica Bank
Texas
$70K -$50.6K -3,107 -42%
HBW
77
Hazlett, Burt & Watson
West Virginia
$65K +$11.4K +700 +22%
PWAM
78
Private Wealth Asset Management
Iowa
$62.2K
HI
79
Harbour Investments
Wisconsin
$58.5K -$12.9K -792 -18%
BFO
80
Biltmore Family Office
North Carolina
$53.1K
JP Morgan Chase
81
JP Morgan Chase
New York
$50.7K -$19.5K -1,194 -28%
AAP
82
Arax Advisory Partners
Colorado
$43.1K -$20.8M -1,277,903 -100%
TWM
83
Topsail Wealth Management
North Carolina
$42.8K
MA
84
MCF Advisors
Kentucky
$41.2K
SIS
85
Sound Income Strategies
Florida
$39.8K +$38K +2,331 New
SGFG
86
Silver Grove Financial Group
New York
$39K +$38.6K +2,368 New
OP
87
ORG Partners
Indiana
$32.9K
AC
88
AlphaCore Capital
California
$30.8K +$30.4K +1,868 New
CA
89
Clearstead Advisors
Ohio
$29K
UBS AM
90
UBS AM
Illinois
$28.1K +$27.8K +1,705 New
GSWM
91
Golden State Wealth Management
California
$24.9K +$163 +10 +0.7%
Corient Private Wealth
92
Corient Private Wealth
Florida
$24.7K +$403K +24,705 New
PA
93
Parallel Advisors
California
$21.4K +$21.2K +1,300 New
DF
94
Dunhill Financial
United Kingdom
$19.4K
Allspring Global Investments
95
Allspring Global Investments
North Carolina
$19.4K +$18.9K +1,157 New
PB
96
Pinnacle Bancorp
Nebraska
$18.1K
SS
97
Sunbelt Securities
Texas
$17K -$19K -1,164 -53%
MFC
98
Mechanics Financial Corp
Ohio
$16.5K
RFA
99
Register Financial Advisors
Georgia
$16.5K
VWM
100
Vermillion Wealth Management
Minnesota
$16K +$114 +7 +0.7%