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First Trust Energy AlphaDEX Fund
FXN
FXN
117 hedge funds and large institutions have $189M invested in First Trust Energy AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 58 reducing their positions, and 17 closing their positions.
New
Increased
Maintained
Reduced
Closed
4.93% less ownership
Funds ownership: 61.49% → 56.56% (-4.9%)
7% less funds holding
Funds holding: 126 → 117 (-9)
20% less capital invested
Capital invested by funds: $237M → $189M (-$48.1M)
35% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 17
57% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 58
Holders
117
Holders Change
-9
Holders Change %
-7.14%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
25
Reduced
58
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$7.21M |
| 2 |
Morgan Stanley
New York
|
-$6.43M |
| 3 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
-$5.14M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$4.43M |
| 5 |
LPL Financial
San Diego,
California
|
-$4.04M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$179K | -10,948 | Closed |
|
|
AI
127
Atria Investments
Charlotte,
North Carolina
| – | -$176K | -10,767 | Closed |
|
|
CAS
128
Coppell Advisory Solutions
Coppell,
Texas
| – | -$75.1K | -4,649 | Closed |
|
|
PTC
129
Private Trust Company
Cleveland,
Ohio
| – | -$34.4K | -2,105 | Closed |
|
|
CFGS
130
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$8.83K | -501 | Closed |
|
|
TAM
131
Tucker Asset Management
Littleton,
Colorado
| – | -$1.65K | -101 | Closed |
|
132
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$1.54K | -94 | Closed |
|
|
EWA
133
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$915 | -56 | Closed |
|
|
SAM
134
Synergy Asset Management
Vancouver,
Washington
| – | -$65 | -4 | Closed |
|
135
AssetMark Inc
Concord,
California
| – | -$49 | -3 | Closed |
|