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First Trust Energy AlphaDEX Fund
FXN

114 hedge funds and large institutions have $240M invested in First Trust Energy AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more capital invested

Capital invested by funds: $153M → $240M (+$86.9M)

9.68% more ownership

Funds ownership: 55.13% → 64.8% (+9.7%)

3% less funds holding

Funds holding: 118 → 114 (-4)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

47% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 51

Holders
114
Holders Change
-4
Holders Change %
-3.39%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
27
Reduced
51
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAP
Arax Advisory Partners
Colorado
+$20.3M
2
Morgan Stanley
Morgan Stanley
New York
+$6.7M
3
SF
Summit Financial
New Jersey
+$2.91M
4
NA
Navellier & Associates
Nevada
+$1.96M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.43M

Top Sellers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$7.19M
2
Wells Fargo
Wells Fargo
California
-$4.13M
3
UBS Group
UBS Group
Switzerland
-$3.02M
4
Bank of America
Bank of America
North Carolina
-$1.43M
5
Stifel Financial
Stifel Financial
Missouri
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
101
Blue Trust Inc
Georgia
$10K +$64 +4 +0.7%
WP
102
WealthShield Partners
North Carolina
$8.28K – – –
RF
103
Rossby Financial
Florida
$6.51K – – –
IF
104
Integrity Financial
Wyoming
$6.21K – – –
LFG
105
Larson Financial Group
Missouri
$4.48K – – –
SWM
106
Spire Wealth Management
Virginia
$4.17K -$334 -21 -8%
CIAS
107
Capital Investment Advisory Services
North Carolina
$3.33K – – –
RIA
108
Realta Investment Advisors
Delaware
$3.26K +$3.18K +200 New
ACA
109
Aptus Capital Advisors
Alabama
$2.62K -$5.18K -326 -67%
MSWA
110
Marshall & Sterling Wealth Advisors
New York
$1.81K -$5.18K -326 -75%
WWMSC
111
Wagner Wealth Management (South Carolina)
South Carolina
$1.3K – – –
KWM
112
Kiker Wealth Management
Georgia
$1.29K – – –
TFA
113
Transamerica Financial Advisors
Florida
$417 -$1.38K -87 -77%
SS
114
SBI Securities
Japan
$49 – – –
SIS
115
Sound Income Strategies
Florida
$1 – – –
Jane Street
116
Jane Street
New York
– -$1.18M -77,631 Closed
RFWA
117
RPg Family Wealth Advisory
Massachusetts
– -$636K -41,886 Closed
MFN
118
Midwest Financial Network
Illinois
– -$483K -31,807 Closed
WW
119
Waterfront Wealth
Kansas
– -$208K -13,735 Closed
PFG
120
Prosperity Financial Group
California
– -$180K -11,867 Closed
SOS
121
Silver Oak Securities
Tennessee
– -$154K -10,167 Closed
AAS
122
Ameritas Advisory Services
Nebraska
– -$10.9K -719 Closed
GTAM
123
Global Trust Asset Management
Florida
– -$6.14K -405 Closed
T
124
Transce3nd
Texas
– -$4.27K -281 Closed
TSMHT
125
Thurston Springer Miller Herd & Titak
Indiana
– -$3.04K -200 Closed
2 3 4
5
6

FXN Hedge Fund Activity: Q3 2025 in Review

114 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in First Trust Energy AlphaDEX Fund (FXN) for Q3 2025, worth a combined $240M — up 57% from $153M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of FXN and 10 opened new positions — a net loss of 3 holders — while 51 trimmed existing stakes and 27 added.

The largest buyer was Arax Advisory Partners, adding an estimated $20.3M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $7.19M.

  • 114 institutional investors held First Trust Energy AlphaDEX Fund (FXN) as of Q3 2025, down from 118 in Q2 2025.
  • Funds reported $240M of First Trust Energy AlphaDEX Fund stock for Q3 2025, up 57% quarter-over-quarter.
  • 10 funds opened new First Trust Energy AlphaDEX Fund positions in Q3 2025 and 13 closed out, a net change of -3 holders.
  • The largest First Trust Energy AlphaDEX Fund buyer in Q3 2025 was Arax Advisory Partners, an estimated $20.3M added.
  • The largest First Trust Energy AlphaDEX Fund seller in Q3 2025 was BNP Paribas Financial Markets, an estimated $7.19M sold.

Based on aggregated 13F filings for Q3 2025.