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First Trust Energy AlphaDEX Fund

141 hedge funds and large institutions have $1.02B invested in First Trust Energy AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 54 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
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
BFO
101
Biltmore Family Office
North Carolina
$72.5K
UBS AM
102
UBS AM
Illinois
$72K
AAP
103
Arax Advisory Partners
Colorado
$58.8K
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
CA
107
Clearstead Advisors
Ohio
$35.9K
GSWM
108
Golden State Wealth Management
California
$34.1K
Allspring Global Investments
109
Allspring Global Investments
North Carolina
$25.5K
PB
110
Pinnacle Bancorp
Nebraska
$24.7K
WWM
111
Western Wealth Management
Colorado
$22.7K
MFC
112
Mechanics Financial Corp
Ohio
$22.6K
RFA
113
Register Financial Advisors
Georgia
$22.5K
VWM
114
Vermillion Wealth Management
Minnesota
$21.9K
Fidelity Investments
115
Fidelity Investments
Massachusetts
$19.7K
DFA
116
DHJJ Financial Advisors
Illinois
$17.9K
William Blair & Company
117
William Blair & Company
Illinois
$17.6K
AC
118
AlphaCore Capital
California
$15.7K
RFP
119
Root Financial Partners
California
$14.7K
BTI
120
Blue Trust Inc
Georgia
$14K
FP
121
Financial Perspectives
Minnesota
$13.5K
CA
122
CoreCap Advisors
Michigan
$11.9K
WP
123
WealthShield Partners
North Carolina
$11.4K
CI
124
CX Institutional
Indiana
$10K
MWM
125
Mosley Wealth Management
California
$9.78K