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First Trust Energy AlphaDEX Fund

141 hedge funds and large institutions have $1.02B invested in First Trust Energy AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 54 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
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
JCFM
76
JBR Co Financial Management
Oklahoma
$288K
GWP
77
Gateway Wealth Partners
Wisconsin
$271K
KPWS
78
Kestra Private Wealth Services
Texas
$270K
MC
79
Moors & Cabot
Massachusetts
$260K
JP Morgan Chase
80
JP Morgan Chase
New York
$255K
XT
81
XTX Topco
Cayman Islands
$252K
HA
82
HFG Advisors
Ohio
$247K
WE
83
Wealth Effects
Massachusetts
$245K
NS
84
NBC Securities
Alabama
$230K
PFG
85
Prosperity Financial Group
California
$224K
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$203K
KFAS
87
Keating Financial Advisory Services
Kansas
$197K
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$191K
HHCP
89
Hilton Head Capital Partners
South Carolina
$175K
RFG
90
REAP Financial Group
Texas
$170K
PA
91
Parallel Advisors
California
$158K
NWM
92
Nova Wealth Management
Florida
$142K
SPIA
93
Steward Partners Investment Advisory
New York
$130K
GWM
94
Geneos Wealth Management
Colorado
$117K
ATPW
95
Ashton Thomas Private Wealth
Arizona
$104K
IA
96
IFP Advisors
Florida
$87.9K
HBW
97
Hazlett, Burt & Watson
West Virginia
$87K
MWA
98
Merkkuri Wealth Advisors
New York
$86.5K
PWAM
99
Private Wealth Asset Management
Iowa
$84.8K
SIS
100
Sound Income Strategies
Florida
$77.9K