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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

115 hedge funds and large institutions have $187M invested in First Trust Energy AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
-10
Holders Change %
-8%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
24
Reduced
57
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QC
Quadrature Capital
United Kingdom
+$1.39M
2
FTUS
Flow Traders U.S.
New York
+$1.31M
3
RFWA
RPg Family Wealth Advisory
Massachusetts
+$698K
4
GAA
Global Assets Advisory
Florida
+$661K
5
Stifel Financial
Stifel Financial
Missouri
+$655K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$7.12M
2
Morgan Stanley
Morgan Stanley
New York
-$6.35M
3
VAS
Vestmark Advisory Solutions
Massachusetts
-$5.14M
4
Wells Fargo
Wells Fargo
California
-$4.37M
5
LPL Financial
LPL Financial
California
-$3.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
GTAM
101
Global Trust Asset Management
Florida
$6.68K – – –
T
102
Transce3nd
Texas
$6.58K -$10.9K -657 -62%
RF
103
Rossby Financial
Florida
$5.69K +$5.69K +395 New
SWM
104
Spire Wealth Management
Virginia
$4.58K – – –
LFG
105
Larson Financial Group
Missouri
$4.54K +$4.54K +275 New
CIAS
106
Capital Investment Advisory Services
North Carolina
$3.36K +$17 +1 +0.5%
TSMHT
107
Thurston Springer Miller Herd & Titak
Indiana
$3.3K – – –
AI
108
Arvest Investments
Arkansas
$2.58K – – –
US Bancorp
109
US Bancorp
Minnesota
$2.43K – – –
TFA
110
Transamerica Financial Advisors
Florida
$2K -$35 -2 -2%
WWM
111
Wagner Wealth Management
South Carolina
$1.32K – – –
KWM
112
Kiker Wealth Management
Georgia
$1.29K – – –
ACA
113
Aptus Capital Advisors
Alabama
$496 -$22.5K -1,362 -98%
GWANC
114
Guardian Wealth Advisors (North Carolina)
North Carolina
$496 – – –
SS
115
SBI Securities
Japan
$50 -$117 -7 -70%
JPMorgan Chase & Co
116
JPMorgan Chase & Co
New York
$4 -$19.6K -1,200 Closed
SIS
117
Sound Income Strategies
Florida
$1 -$1 – –
VAS
118
Vestmark Advisory Solutions
Massachusetts
– -$5.14M -314,373 Closed
IAA
119
Independent Advisor Alliance
North Carolina
– -$2.99M -182,778 Closed
Jane Street
120
Jane Street
New York
– -$1.66M -101,318 Closed
Baird Financial Group
121
Baird Financial Group
Wisconsin
– -$263K -16,098 Closed
HF
122
HRT Financial
New York
– -$244K -14,936 Closed
P
123
&Partners
Tennessee
– -$188K -11,195 Closed
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
– -$179K -10,948 Closed
AI
125
Atria Investments
North Carolina
– -$176K -10,767 Closed
2 3 4
5
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