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First Trust Energy AlphaDEX Fund
FXN
FXN
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: 114 → 123 (+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: 1 → 0 (-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
–
Top Buyers
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$953K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$664K |
| 3 |
Jane Street
New York
|
+$653K |
| 4 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
+$505K |
| 5 |
Corient Private Wealth
Miami,
Florida
|
+$403K |
Top Sellers
| 1 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
-$20.8M |
| 2 |
Morgan Stanley
New York
|
-$6.33M |
| 3 |
QC
Quadrature Capital
London,
United Kingdom
|
-$3.62M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
-$2.44M |
| 5 |
LPL Financial
San Diego,
California
|
-$2.43M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$186K | -11,345 | Closed |
|
|
CA
127
Calton & Associates
Tampa,
Florida
| – | -$172K | -10,543 | Closed |
|
|
SG
128
StoneX Group
New York
| – | -$165K | -10,151 | Closed |
|
|
PS
129
Principal Securities
Des Moines,
Iowa
| – | -$62.1K | -3,810 | Closed |
|
|
MIM
130
MTM Investment Management
Spartanburg,
South Carolina
| – | -$33.3K | -2,044 | Closed |
|
|
CFD
131
Creative Financial Designs
Kokomo,
Indiana
| – | -$22K | -1,350 | Closed |
|
|
RIA
132
Realta Investment Advisors
Wilmington,
Delaware
| – | -$3.26K | -200 | Closed |
|
|
KWM
133
Kiker Wealth Management
Jasper,
Georgia
| – | -$1.29K | -79 | Closed |
|