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First Trust Energy AlphaDEX Fund

114 hedge funds and large institutions have $239M invested in First Trust Energy AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
101
WealthShield Partners
North Carolina
$8.28K
RF
102
Rossby Financial
Florida
$6.51K
IF
103
Integrity Financial
Wyoming
$6.21K
LFG
104
Larson Financial Group
Missouri
$4.48K
SWM
105
Spire Wealth Management
Virginia
$4.17K
CIAS
106
Capital Investment Advisory Services
North Carolina
$3.33K
RIA
107
Realta Investment Advisors
Delaware
$3.26K
ACA
108
Aptus Capital Advisors
Alabama
$2.62K
TCM
109
Triumph Capital Management
Colorado
$2.33K
MSWA
110
Marshall & Sterling Wealth Advisors
New York
$1.81K
WWM
111
Wagner Wealth Management
South Carolina
$1.3K
KWM
112
Kiker Wealth Management
Georgia
$1.29K
TFA
113
Transamerica Financial Advisors
Florida
$417
SS
114
SBI Securities
Japan
$49
SIS
115
Sound Income Strategies
Florida
$1
Jane Street
116
Jane Street
New York
RFWA
117
RPg Family Wealth Advisory
Massachusetts
WW
118
Waterfront Wealth
Kansas
PFG
119
Prosperity Financial Group
California
SOS
120
Silver Oak Securities
Tennessee
AAS
121
Ameritas Advisory Services
Nebraska
GTAM
122
Global Trust Asset Management
Florida
T
123
Transce3nd
Texas
TSMHT
124
Thurston Springer Miller Herd & Titak
Indiana
AI
125
Arvest Investments
Arkansas