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First Trust Energy AlphaDEX Fund

113 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, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
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
RF
101
Rossby Financial
Florida
$6.51K
IF
102
Integrity Financial
Wyoming
$6.21K
LFG
103
Larson Financial Group
Missouri
$4.48K
SWM
104
Spire Wealth Management
Virginia
$4.17K
CIAS
105
Capital Investment Advisory Services
North Carolina
$3.33K
RIA
106
Realta Investment Advisors
Delaware
$3.26K
ACA
107
Aptus Capital Advisors
Alabama
$2.62K
TCM
108
Triumph Capital Management
Colorado
$2.33K
MSWA
109
Marshall & Sterling Wealth Advisors
New York
$1.81K
WWM
110
Wagner Wealth Management
South Carolina
$1.3K
KWM
111
Kiker Wealth Management
Georgia
$1.29K
TFA
112
Transamerica Financial Advisors
Florida
$417
SS
113
SBI Securities
Japan
$49
SIS
114
Sound Income Strategies
Florida
$1
Jane Street
115
Jane Street
New York
RFWA
116
RPg Family Wealth Advisory
Massachusetts
WW
117
Waterfront Wealth
Kansas
PFG
118
Prosperity Financial Group
California
SOS
119
Silver Oak Securities
Tennessee
AAS
120
Ameritas Advisory Services
Nebraska
GTAM
121
Global Trust Asset Management
Florida
T
122
Transce3nd
Texas
TSMHT
123
Thurston Springer Miller Herd & Titak
Indiana
AI
124
Arvest Investments
Arkansas
GWANC
125
Guardian Wealth Advisors (North Carolina)
North Carolina