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First Trust Energy AlphaDEX Fund

116 hedge funds and large institutions have $152M invested in First Trust Energy AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+1
Holders Change %
+0.87%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
28
Reduced
48
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$26.7M -$7.98M -526,013 -23%
Wells Fargo
2
Wells Fargo
California
$21.9M -$5.26M -346,467 -19%
LPL Financial
3
LPL Financial
California
$20.7M -$2.77M -182,342 -12%
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$9.89M +$8.35M +550,000 +543%
UBS Group
5
UBS Group
Switzerland
$8.99M +$712K +46,890 +9%
Bank of America
6
Bank of America
North Carolina
$7.79M -$221K -14,527 -3%
Raymond James Financial
7
Raymond James Financial
Florida
$7.24M -$1.94M -128,094 -21%
CA
8
Crumly & Associates
Illinois
$2.96M -$494K -32,570 -14%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.7M +$190K +11,717 +8%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.56M -$1.76M -115,687 -41%
IAA
11
Independent Advisor Alliance
North Carolina
$2.38M +$2.38M +156,601 New
PWA
12
PCG Wealth Advisors
Kansas
$2.27M -$41.4K -2,724 -2%
QC
13
Quadrature Capital
United Kingdom
$2.19M +$907K +59,730 +71%
HighTower Advisors
14
HighTower Advisors
Illinois
$1.88M -$507K -33,395 -21%
SWP
15
Stratos Wealth Partners
Ohio
$1.84M -$251K -16,509 -12%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.79M -$46.6K -3,067 -3%
Stifel Financial
17
Stifel Financial
Missouri
$1.74M -$315K -20,752 -15%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.72M -$216K -14,217 -11%
Goldman Sachs
19
Goldman Sachs
New York
$1.52M -$77.1K -5,082 -5%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.44M -$226K -14,882 -14%
PAG
21
Private Advisor Group
New Jersey
$1.42M -$147K -9,713 -9%
TRCT
22
Tower Research Capital (TRC)
New York
$1.24M +$451K +29,697 +57%
Jane Street
23
Jane Street
New York
$1.18M +$1.18M +77,631 New
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.1M -$76.8K -5,059 -7%
FTUS
25
Flow Traders U.S.
New York
$1.05M -$152K -10,031 -13%