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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
IF
126
Integrity Financial
Wyoming
$8.56K
BlackRock
127
BlackRock
New York
$8.42K +$7.27K +375 New
LFG
128
Larson Financial Group
Missouri
$6.18K
SWM
129
Spire Wealth Management
Virginia
$5.75K
CFD
130
Creative Financial Designs
Indiana
$4.69K +$4.05K +209 New
CIAS
131
Capital Investment Advisory Services
North Carolina
$4.62K
US Bancorp
132
US Bancorp
Minnesota
$3.59K
SS
133
SBI Securities
Japan
$3.26K +$2.75K +142 +4,733%
TCM
134
Triumph Capital Management
Colorado
$3.21K
KWM
135
Kiker Wealth Management
Georgia
$1.8K +$1.55K +80 New
WWMSC
136
Wagner Wealth Management (South Carolina)
South Carolina
$1.79K
MAS
137
MPWM Advisory Solutions
Georgia
$1.35K +$1.16K +60 New
ACA
138
Aptus Capital Advisors
Alabama
$674
GWANC
139
Guardian Wealth Advisors (North Carolina)
North Carolina
$674 +$582 +30 New
Qube Research & Technologies (QRT)
140
Qube Research & Technologies (QRT)
United Kingdom
$22 +$19 +1 New
SWP
141
Stratos Wealth Partners
Ohio
-$1.37M -83,403 Closed
FTUS
142
Flow Traders U.S.
New York
-$847K -51,426 Closed
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
-$546K -33,138 Closed
GAA
144
Global Assets Advisory
Florida
-$450K -27,301 Closed
Corient Private Wealth
145
Corient Private Wealth
Florida
-$24.7K -24,705 Closed
D.E. Shaw & Co
146
D.E. Shaw & Co
New York
-$248K -15,073 Closed
VDC
147
Van Diest Capital
Iowa
-$193K -11,692 Closed
DF
148
Dunhill Financial
United Kingdom
-$19.4K -1,180 Closed
SS
149
Sunbelt Securities
Texas
-$17K -1,030 Closed
RWM
150
RMG Wealth Management
Wisconsin
-$80K -677 Closed