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First Trust Energy AlphaDEX Fund
FXN

118 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, 50 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

1% more funds holding

Funds holding: 117 → 118 (+1)

1.44% less ownership

Funds ownership: 56.56% → 55.13% (-1.4%)

19% less capital invested

Capital invested by funds: $189M → $153M (-$35.5M)

44% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 50

Holders
118
Holders Change
+1
Holders Change %
+0.85%
% 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
50
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$8.12M
2
IAA
Independent Advisor Alliance
North Carolina
+$2.31M
3
Jane Street
Jane Street
New York
+$1.15M
4
QC
Quadrature Capital
United Kingdom
+$882K
5
UBS Group
UBS Group
Switzerland
+$693K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$7.77M
2
AC
Avestar Capital
New York
-$6.03M
3
Wells Fargo
Wells Fargo
California
-$5.12M
4
LPL Financial
LPL Financial
California
-$2.69M
5
Raymond James Financial
Raymond James Financial
Florida
-$1.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSWA
101
Marshall & Sterling Wealth Advisors
New York
$6.6K -$1.38M -93,693 -100%
GTAM
102
Global Trust Asset Management
Florida
$6.14K – – –
RF
103
Rossby Financial
Florida
$6K – – –
IF
104
Integrity Financial
Wyoming
$5.78K +$5.63K +381 New
T
105
Transce3nd
Texas
$4.27K -$1.73K -117 -29%
SWM
106
Spire Wealth Management
Virginia
$4.21K – – –
LFG
107
Larson Financial Group
Missouri
$4.17K – – –
CIAS
108
Capital Investment Advisory Services
North Carolina
$3.09K +$15 +1 +0.5%
TSMHT
109
Thurston Springer Miller Herd & Titak
Indiana
$3.04K – – –
US Bancorp
110
US Bancorp
Minnesota
$2.43K +$192 +13 +9%
AI
111
Arvest Investments
Arkansas
$2.37K – – –
TFA
112
Transamerica Financial Advisors
Florida
$1.71K – – –
WWMSC
113
Wagner Wealth Management (South Carolina)
South Carolina
$1.21K – – –
KWM
114
Kiker Wealth Management
Georgia
$1.19K +$15 +1 +1%
CI
115
CX Institutional
Indiana
$1K -$15.9K -1,079 -93%
GWANC
116
Guardian Wealth Advisors (North Carolina)
North Carolina
$455 – – –
FWP
117
FAS Wealth Partners
Kansas
$274 +$266 +18 New
SS
118
SBI Securities
Japan
$46 – – –
JP Morgan Chase
119
JP Morgan Chase
New York
$4 – – –
SIS
120
Sound Income Strategies
Florida
$1 – – –
AC
121
Avestar Capital
New York
– -$6.03M -365,036 Closed
MP
122
Moment Partners
California
– -$1.36M -82,524 Closed
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
– -$768K -44,134 Closed
SPC
124
Sigma Planning Corp
Michigan
– -$569K -34,433 Closed
TSS
125
Two Sigma Securities
New York
– -$352K -21,335 Closed
2 3 4
5
6

FXN Hedge Fund Activity: Q2 2025 in Review

118 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Energy AlphaDEX Fund (FXN) for Q2 2025, worth a combined $153M — down 19% from $189M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FXN positions and 11 closed out — a net gain of 1 holder — while 28 added to existing stakes and 50 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $8.12M. The largest seller was Morgan Stanley, cutting an estimated $7.77M.

  • 118 institutional investors held First Trust Energy AlphaDEX Fund (FXN) as of Q2 2025, up from 117 in Q1 2025.
  • Funds reported $153M of First Trust Energy AlphaDEX Fund stock for Q2 2025, down 19% quarter-over-quarter.
  • 12 funds opened new First Trust Energy AlphaDEX Fund positions in Q2 2025 and 11 closed out, a net change of +1 holder.
  • The largest First Trust Energy AlphaDEX Fund buyer in Q2 2025 was BNP Paribas Financial Markets, an estimated $8.12M added.
  • The largest First Trust Energy AlphaDEX Fund seller in Q2 2025 was Morgan Stanley, an estimated $7.77M sold.

Based on aggregated 13F filings for Q2 2025.