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First Trust Energy AlphaDEX Fund

140 hedge funds and large institutions have $1.03B invested in First Trust Energy AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 54 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

654% more capital invested

Capital invested by funds: $136M → $1.03B (+$892M)

185.83% more ownership

Funds ownership: 52.86%238.68% (+186%)

175% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 12

157% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 21

14% more funds holding

Funds holding: 123140 (+17)

Holders
140
Holders Change
+17
Holders Change %
+13.82%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
54
Reduced
21
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JCFM
76
JBR Co Financial Management
Oklahoma
$288K
GWP
77
Gateway Wealth Partners
Wisconsin
$271K +$38.7K +1,994 +20%
KPWS
78
Kestra Private Wealth Services
Texas
$270K +$58 +3 +0%
MC
79
Moors & Cabot
Massachusetts
$260K -$5.7K -294 -2%
JP Morgan Chase
80
JP Morgan Chase
New York
$255K +$158K +8,133 +264%
XT
81
XTX Topco
Cayman Islands
$252K +$217K +11,217 New
HA
82
HFG Advisors
Ohio
$247K -$53.3K -2,750 -20%
WE
83
Wealth Effects
Massachusetts
$245K +$7.75K +400 +4%
NS
84
NBC Securities
Alabama
$230K -$582 -30 -0.3%
PFG
85
Prosperity Financial Group
California
$224K +$194K +9,991 New
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$203K -$21.9K -1,127 -11%
KFAS
87
Keating Financial Advisory Services
Kansas
$197K
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$191K +$485 +25 +0.3%
HHCP
89
Hilton Head Capital Partners
South Carolina
$175K
RFG
90
REAP Financial Group
Texas
$170K +$543 +28 +0.4%
PA
91
Parallel Advisors
California
$158K +$111K +5,731 +441%
NWM
92
Nova Wealth Management
Florida
$142K +$310 +16 +0.3%
SPIA
93
Steward Partners Investment Advisory
New York
$130K +$78 +4 +0.1%
GWM
94
Geneos Wealth Management
Colorado
$117K
ATPW
95
Ashton Thomas Private Wealth
Arizona
$104K +$89.7K +4,625 New
IA
96
IFP Advisors
Florida
$87.9K -$20.8K -1,074 -22%
HBW
97
Hazlett, Burt & Watson
West Virginia
$87K
MWA
98
Merkkuri Wealth Advisors
New York
$86.5K +$74.7K +3,852 New
PWAM
99
Private Wealth Asset Management
Iowa
$84.8K
SIS
100
Sound Income Strategies
Florida
$77.9K +$24.1K +1,244 +53%