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First Trust Energy AlphaDEX Fund

115 hedge funds and large institutions have $152M invested in First Trust Energy AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 48 reducing their positions, and 11 closing their positions.

Holders
115
Holders Change
Holders Change %
0%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
28
Reduced
48
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
IF
101
Integrity Financial
Wyoming
$5.78K 381 +381 New
T
102
Transce3nd
Texas
$4.27K 281 -117 -29%
SWM
103
Spire Wealth Management
Virginia
$4.21K 277
LFG
104
Larson Financial Group
Missouri
$4.18K 275
CIAS
105
Capital Investment Advisory Services
North Carolina
$3.09K 204 +1 +0.5%
TSMHT
106
Thurston Springer Miller Herd & Titak
Indiana
$3.04K 200
US Bancorp
107
US Bancorp
Minnesota
$2.43K 160 +13 +9%
AI
108
Arvest Investments
Arkansas
$2.37K 156
TFA
109
Transamerica Financial Advisors
Florida
$1.71K 113
WWM
110
Wagner Wealth Management
South Carolina
$1.21K 80
KWM
111
Kiker Wealth Management
Georgia
$1.19K 79 +1 +1%
CI
112
CX Institutional
Indiana
$1K 79 -1,079 -93%
GWANC
113
Guardian Wealth Advisors (North Carolina)
North Carolina
$455 30
FWP
114
FAS Wealth Partners
Kansas
$274 18 +18 New
SS
115
SBI Securities
Japan
$46 3
JPMorgan Chase & Co
116
JPMorgan Chase & Co
New York
SIS
117
Sound Income Strategies
Florida
AC
118
Avestar Capital
New York
-365,036 Closed
MP
119
Moment Partners
California
-82,524 Closed
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
-44,134 Closed
SPC
121
Sigma Planning Corp
Michigan
-34,433 Closed
TSS
122
Two Sigma Securities
New York
-21,335 Closed
AWS
123
Atria Wealth Solutions
New York
-14,196 Closed
CA
124
Calton & Associates
Florida
-11,081 Closed
AA
125
Armis Advisers
Georgia
-10,715 Closed