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First Trust Energy AlphaDEX Fund

123 hedge funds and large institutions have $136M invested in First Trust Energy AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 25 increasing their positions, 52 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

8% more funds holding

Funds holding: 114123 (+9)

11.95% less ownership

Funds ownership: 64.8%52.86% (-12%)

43% less capital invested

Capital invested by funds: $240M → $136M (-$104M)

52% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 52

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
123
Holders Change
+9
Holders Change %
+7.89%
% of All Funds
1.5%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
25
Reduced
52
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
101
Fidelity Investments
Massachusetts
$14.4K
DFA
102
DHJJ Financial Advisors
Illinois
$13.1K
William Blair & Company
103
William Blair & Company
Illinois
$12.9K
CA
104
CoreCap Advisors
Michigan
$11.9K -$10.3K -634 -47%
RFP
105
Root Financial Partners
California
$10.8K
BTI
106
Blue Trust Inc
Georgia
$10.2K +$65 +4 +0.7%
FP
107
Financial Perspectives
Minnesota
$9.88K +$9.78K +600 New
WP
108
WealthShield Partners
North Carolina
$8.37K
CI
109
CX Institutional
Indiana
$7K -$7.66K -470 -52%
RF
110
Rossby Financial
Florida
$6.51K
IF
111
Integrity Financial
Wyoming
$6.28K
LFG
112
Larson Financial Group
Missouri
$4.53K
SWM
113
Spire Wealth Management
Virginia
$4.22K
CIAS
114
Capital Investment Advisory Services
North Carolina
$3.38K +$16 +1 +0.5%
US Bancorp
115
US Bancorp
Minnesota
$2.63K -$876K -53,765 -100%
TCM
116
Triumph Capital Management
Colorado
$2.35K +$2.33K +143 New
MSWA
117
Marshall & Sterling Wealth Advisors
New York
$1.84K +$16 +1 +0.9%
TAM
118
Tucker Asset Management
Colorado
$1.66K +$1.65K +101 New
WWMSC
119
Wagner Wealth Management (South Carolina)
South Carolina
$1.31K
MCA
120
McGuire Capital Advisors
Oklahoma
$1.24K +$1.22K +75 New
ACA
121
Aptus Capital Advisors
Alabama
$494 -$2.13K -131 -81%
TFA
122
Transamerica Financial Advisors
Florida
$422
SS
123
SBI Securities
Japan
$49
QC
124
Quadrature Capital
United Kingdom
-$3.62M -222,036 Closed
PWA
125
PCG Wealth Advisors
Kansas
-$2.39M -146,422 Closed