FXN icon

First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

116 hedge funds and large institutions have $152M 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, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+1
Holders Change %
+0.87%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
28
Reduced
48
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$8.35M
2
IAA
Independent Advisor Alliance
North Carolina
+$2.38M
3
Jane Street
Jane Street
New York
+$1.18M
4
QC
Quadrature Capital
United Kingdom
+$907K
5
UBS Group
UBS Group
Switzerland
+$712K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$7.98M
2
AC
Avestar Capital
New York
-$6.03M
3
Wells Fargo
Wells Fargo
California
-$5.26M
4
LPL Financial
LPL Financial
California
-$2.77M
5
Raymond James Financial
Raymond James Financial
Florida
-$1.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
RF
101
Rossby Financial
Florida
$6K – – –
IF
102
Integrity Financial
Wyoming
$5.78K +$5.78K +381 New
T
103
Transce3nd
Texas
$4.27K -$1.78K -117 -29%
SWM
104
Spire Wealth Management
Virginia
$4.21K – – –
LFG
105
Larson Financial Group
Missouri
$4.18K – – –
CIAS
106
Capital Investment Advisory Services
North Carolina
$3.09K +$15 +1 +0.5%
TSMHT
107
Thurston Springer Miller Herd & Titak
Indiana
$3.04K – – –
US Bancorp
108
US Bancorp
Minnesota
$2.43K +$197 +13 +9%
AI
109
Arvest Investments
Arkansas
$2.37K – – –
TFA
110
Transamerica Financial Advisors
Florida
$1.71K – – –
WWM
111
Wagner Wealth Management
South Carolina
$1.21K – – –
KWM
112
Kiker Wealth Management
Georgia
$1.19K +$15 +1 +1%
CI
113
CX Institutional
Indiana
$1K -$13.7K -1,079 -93%
GWANC
114
Guardian Wealth Advisors (North Carolina)
North Carolina
$455 – – –
FWP
115
FAS Wealth Partners
Kansas
$274 +$274 +18 New
SS
116
SBI Securities
Japan
$46 – – –
JPMorgan Chase & Co
117
JPMorgan Chase & Co
New York
$4 -$4 – –
SIS
118
Sound Income Strategies
Florida
$1 -$1 – –
AC
119
Avestar Capital
New York
– -$6.03M -365,036 Closed
MP
120
Moment Partners
California
– -$1.36M -82,524 Closed
Thrivent Financial for Lutherans
121
Thrivent Financial for Lutherans
Minnesota
– -$768K -44,134 Closed
SPC
122
Sigma Planning Corp
Michigan
– -$569K -34,433 Closed
TSS
123
Two Sigma Securities
New York
– -$352K -21,335 Closed
AWS
124
Atria Wealth Solutions
New York
– -$235K -14,196 Closed
CA
125
Calton & Associates
Florida
– -$183K -11,081 Closed
2 3 4
5
6