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First Trust Energy AlphaDEX Fund

117 hedge funds and large institutions have $189M invested in First Trust Energy AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 58 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.93% less ownership

Funds ownership: 61.49%56.56% (-4.9%)

7% less funds holding

Funds holding: 126117 (-9)

20% less capital invested

Capital invested by funds: $237M → $189M (-$48.1M)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

57% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 58

Holders
117
Holders Change
-9
Holders Change %
-7.14%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
25
Reduced
58
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
101
Blue Trust Inc
Georgia
$10K +$67 +4 +0.7%
WP
102
WealthShield Partners
North Carolina
$8.39K +$8.49K +508 New
GTAM
103
Global Trust Asset Management
Florida
$6.68K
T
104
Transce3nd
Texas
$6.58K -$11K -657 -62%
RF
105
Rossby Financial
Florida
$5.69K +$6.61K +395 New
SWM
106
Spire Wealth Management
Virginia
$4.58K
LFG
107
Larson Financial Group
Missouri
$4.54K +$4.6K +275 New
CIAS
108
Capital Investment Advisory Services
North Carolina
$3.35K +$17 +1 +0.5%
TSMHT
109
Thurston Springer Miller Herd & Titak
Indiana
$3.3K
AI
110
Arvest Investments
Arkansas
$2.58K
US Bancorp
111
US Bancorp
Minnesota
$2.43K
TFA
112
Transamerica Financial Advisors
Florida
$2K -$33 -2 -2%
WWMSC
113
Wagner Wealth Management (South Carolina)
South Carolina
$1.32K
KWM
114
Kiker Wealth Management
Georgia
$1.29K
ACA
115
Aptus Capital Advisors
Alabama
$496 -$22.8K -1,362 -98%
GWANC
116
Guardian Wealth Advisors (North Carolina)
North Carolina
$496
SS
117
SBI Securities
Japan
$50 -$117 -7 -70%
JP Morgan Chase
118
JP Morgan Chase
New York
$4 -$20.1K -1,200 Closed
SIS
119
Sound Income Strategies
Florida
$1
VAS
120
Vestmark Advisory Solutions
Massachusetts
-$5.14M -314,373 Closed
IAA
121
Independent Advisor Alliance
North Carolina
-$2.99M -182,778 Closed
Jane Street
122
Jane Street
New York
-$1.66M -101,318 Closed
Baird Financial Group
123
Baird Financial Group
Wisconsin
-$263K -16,098 Closed
HF
124
HRT Financial
New York
-$244K -14,936 Closed
P
125
&Partners
Tennessee
-$188K -11,195 Closed