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First Trust Energy AlphaDEX Fund

115 hedge funds and large institutions have $187M invested in First Trust Energy AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 57 reducing their positions, and 16 closing their positions.

Holders
115
Holders Change
-10
Holders Change %
-8%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
24
Reduced
57
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$37.7M 2,283,430 -384,397 -14%
Wells Fargo
2
Wells Fargo
California
$29.6M 1,790,947 -264,814 -13%
LPL Financial
3
LPL Financial
California
$25.6M 1,549,270 -241,502 -13%
Raymond James Financial
4
Raymond James Financial
Florida
$10M 605,170 -106,513 -15%
UBS Group
5
UBS Group
Switzerland
$9.01M 545,540 -431,096 -44%
Bank of America
6
Bank of America
North Carolina
$8.72M 527,561 -62,613 -11%
AC
7
Avestar Capital
New York
$6.03M 365,036 +2,921 +0.8%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.7M 284,507 -29,021 -9%
CA
9
Crumly & Associates
Illinois
$3.76M 227,426 -2,183 -1%
HighTower Advisors
10
HighTower Advisors
Illinois
$2.6M 157,301 -2,195 -1%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.55M 154,471 -10,121 -6%
PWA
12
PCG Wealth Advisors
Kansas
$2.52M 152,300 -168,515 -53%
SWP
13
Stratos Wealth Partners
Ohio
$2.27M 137,556 +11,875 +9%
Stifel Financial
14
Stifel Financial
Missouri
$2.24M 135,590 +39,639 +41%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.11M 127,638 -88,109 -41%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$2M 121,079 -25,314 -17%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.82M 110,039 -167,717 -60%
Goldman Sachs
18
Goldman Sachs
New York
$1.74M 105,304 +2,686 +3%
PAG
19
Private Advisor Group
New Jersey
$1.7M 102,929 +726 +0.7%
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$1.67M 101,200 -100,065 -50%
MSWA
21
Marshall & Sterling Wealth Advisors
New York
$1.56M 94,130 -2,380 -2%
QC
22
Quadrature Capital
United Kingdom
$1.39M 84,512 +84,512 New
MP
23
Moment Partners
California
$1.36M 82,524 -921 -1%
FTUS
24
Flow Traders U.S.
New York
$1.31M 79,413 +79,413 New
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.28M 77,239 -12,058 -14%