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First Trust Energy AlphaDEX Fund

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: 126117 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$37.7M -$6.43M -384,397 -14%
Wells Fargo
2
Wells Fargo
California
$29.6M -$4.43M -264,814 -13%
LPL Financial
3
LPL Financial
California
$25.6M -$4.04M -241,502 -13%
Raymond James Financial
4
Raymond James Financial
Florida
$10M -$1.78M -106,513 -15%
UBS Group
5
UBS Group
Switzerland
$9.01M -$7.21M -431,096 -44%
Bank of America
6
Bank of America
North Carolina
$8.72M -$1.05M -62,613 -11%
AC
7
Avestar Capital
New York
$6.03M +$48.8K +2,921 +0.8%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.7M -$485K -29,021 -9%
CA
9
Crumly & Associates
Illinois
$3.76M -$36.5K -2,183 -1%
HighTower Advisors
10
HighTower Advisors
Illinois
$2.6M -$36.7K -2,195 -1%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.55M -$169K -10,121 -6%
PWA
12
PCG Wealth Advisors
Kansas
$2.52M -$2.82M -168,515 -53%
SWP
13
Stratos Wealth Partners
Ohio
$2.27M +$199K +11,875 +9%
Stifel Financial
14
Stifel Financial
Missouri
$2.24M +$663K +39,639 +41%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.11M -$1.47M -88,109 -41%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$2M -$423K -25,314 -17%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.82M -$2.8M -167,717 -60%
Goldman Sachs
18
Goldman Sachs
New York
$1.74M +$44.9K +2,686 +3%
PAG
19
Private Advisor Group
New Jersey
$1.7M +$12.1K +726 +0.7%
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$1.67M -$1.67M -100,065 -50%
MSWA
21
Marshall & Sterling Wealth Advisors
New York
$1.55M -$39.8K -2,380 -2%
QC
22
Quadrature Capital
United Kingdom
$1.39M +$1.41M +84,512 New
MP
23
Moment Partners
California
$1.36M -$15.4K -921 -1%
FTUS
24
Flow Traders U.S.
New York
$1.31M +$1.33M +79,413 New
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.28M -$202K -12,058 -14%