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First Trust Energy AlphaDEX Fund

140 hedge funds and large institutions have $1.03B invested in First Trust Energy AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 54 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

654% more capital invested

Capital invested by funds: $136M → $1.03B (+$892M)

185.83% more ownership

Funds ownership: 52.86%238.68% (+186%)

175% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 12

157% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 21

14% more funds holding

Funds holding: 123140 (+17)

Holders
140
Holders Change
+17
Holders Change %
+13.82%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
54
Reduced
21
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFO
101
Biltmore Family Office
North Carolina
$72.5K
UBS AM
102
UBS AM
Illinois
$72K +$29.1K +1,501 +88%
AAP
103
Arax Advisory Partners
Colorado
$58.8K +$39 +2 +0.1%
TWM
104
Topsail Wealth Management
North Carolina
$58.4K
MA
105
MCF Advisors
Kentucky
$56.1K
SGFG
106
Silver Grove Financial Group
New York
$53.4K +$174 +9 +0.4%
CA
107
Clearstead Advisors
Ohio
$35.9K -$3.2K -165 -9%
GSWM
108
Golden State Wealth Management
California
$34.1K +$97 +5 +0.3%
Allspring Global Investments
109
Allspring Global Investments
North Carolina
$25.5K
PB
110
Pinnacle Bancorp
Nebraska
$24.7K
MFC
111
Mechanics Financial Corp
Ohio
$22.6K
RFA
112
Register Financial Advisors
Georgia
$22.5K
VWM
113
Vermillion Wealth Management
Minnesota
$21.9K +$78 +4 +0.4%
Fidelity Investments
114
Fidelity Investments
Massachusetts
$19.7K
DFA
115
DHJJ Financial Advisors
Illinois
$17.9K
William Blair & Company
116
William Blair & Company
Illinois
$17.6K -$19 -1 -0.1%
AC
117
AlphaCore Capital
California
$15.7K -$22.6K -1,168 -63%
RFP
118
Root Financial Partners
California
$14.7K
BTI
119
Blue Trust Inc
Georgia
$14K +$39 +2 +0.3%
FP
120
Financial Perspectives
Minnesota
$13.5K
CA
121
CoreCap Advisors
Michigan
$11.9K -$3.74K -193 -27%
WP
122
WealthShield Partners
North Carolina
$11.4K
CI
123
CX Institutional
Indiana
$10K +$19 +1 +0.2%
MWM
124
Mosley Wealth Management
California
$9.78K +$11.6K +600 New
RF
125
Rossby Financial
Florida
$8.6K