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First Trust Energy AlphaDEX Fund

117 hedge funds and large institutions have $153M invested in First Trust Energy AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$8.35M
2 +$2.38M
3 +$1.18M
4
QC
Quadrature Capital
United Kingdom
+$907K
5
UBS Group
UBS Group
Switzerland
+$712K
Name Holding Trade Value Shares
Change
Change in
Stake
GTAM
101
Global Trust Asset Management
Florida
$6.14K
RF
102
Rossby Financial
Florida
$6K
IF
103
Integrity Financial
Wyoming
$5.78K
T
104
Transce3nd
Texas
$4.27K
SWM
105
Spire Wealth Management
Virginia
$4.21K
LFG
106
Larson Financial Group
Missouri
$4.17K
CIAS
107
Capital Investment Advisory Services
North Carolina
$3.09K
TSMHT
108
Thurston Springer Miller Herd & Titak
Indiana
$3.04K
US Bancorp
109
US Bancorp
Minnesota
$2.43K
AI
110
Arvest Investments
Arkansas
$2.37K
TFA
111
Transamerica Financial Advisors
Florida
$1.71K
WWM
112
Wagner Wealth Management
South Carolina
$1.21K
KWM
113
Kiker Wealth Management
Georgia
$1.19K
CI
114
CX Institutional
Indiana
$1K
GWANC
115
Guardian Wealth Advisors (North Carolina)
North Carolina
$455
FWP
116
FAS Wealth Partners
Kansas
$274
SS
117
SBI Securities
Japan
$46
JP Morgan Chase
118
JP Morgan Chase
New York
$4
SIS
119
Sound Income Strategies
Florida
$1
AC
120
Avestar Capital
New York
MP
121
Moment Partners
California
Thrivent Financial for Lutherans
122
Thrivent Financial for Lutherans
Minnesota
SPC
123
Sigma Planning Corp
Michigan
TSS
124
Two Sigma Securities
New York
AWS
125
Atria Wealth Solutions
New York