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First Trust Energy AlphaDEX Fund

118 hedge funds and large institutions have $153M 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, 50 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

1% more funds holding

Funds holding: 117118 (+1)

1.44% less ownership

Funds ownership: 56.56%55.13% (-1.4%)

19% less capital invested

Capital invested by funds: $189M → $153M (-$35.5M)

44% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 50

Holders
118
Holders Change
+1
Holders Change %
+0.85%
% 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
50
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$26.7M -$7.77M -526,013 -23%
Wells Fargo
2
Wells Fargo
California
$21.9M -$5.12M -346,467 -19%
LPL Financial
3
LPL Financial
California
$20.7M -$2.69M -182,342 -12%
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$9.89M +$8.12M +550,000 +543%
UBS Group
5
UBS Group
Switzerland
$8.99M +$693K +46,890 +9%
Bank of America
6
Bank of America
North Carolina
$7.79M -$215K -14,527 -3%
Raymond James Financial
7
Raymond James Financial
Florida
$7.24M -$1.89M -128,094 -21%
CA
8
Crumly & Associates
Illinois
$2.96M -$481K -32,570 -14%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.56M -$1.71M -115,687 -41%
IAA
10
Independent Advisor Alliance
North Carolina
$2.38M +$2.31M +156,601 New
Osaic Holdings
11
Osaic Holdings
Arizona
$2.31M -$35K -2,373 -2%
PWA
12
PCG Wealth Advisors
Kansas
$2.27M -$40.2K -2,724 -2%
QC
13
Quadrature Capital
United Kingdom
$2.19M +$882K +59,730 +71%
HighTower Advisors
14
HighTower Advisors
Illinois
$1.88M -$493K -33,395 -21%
SWP
15
Stratos Wealth Partners
Ohio
$1.84M -$244K -16,509 -12%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.79M -$45.3K -3,067 -3%
Stifel Financial
17
Stifel Financial
Missouri
$1.74M -$307K -20,752 -15%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.72M -$210K -14,217 -11%
Goldman Sachs
19
Goldman Sachs
New York
$1.52M -$75.1K -5,082 -5%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.44M -$220K -14,882 -14%
PAG
21
Private Advisor Group
New Jersey
$1.42M -$143K -9,713 -9%
TRCT
22
Tower Research Capital (TRC)
New York
$1.24M +$439K +29,697 +57%
Jane Street
23
Jane Street
New York
$1.18M +$1.15M +77,631 New
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.1M -$74.7K -5,059 -7%
FTUS
25
Flow Traders U.S.
New York
$1.05M -$148K -10,031 -13%

FXN Hedge Fund Activity: Q2 2025 in Review

118 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Energy AlphaDEX Fund (FXN) for Q2 2025, worth a combined $153M — down 19% from $189M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FXN positions and 11 closed out — a net gain of 1 holder — while 28 added to existing stakes and 50 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $8.12M. The largest seller was Morgan Stanley, cutting an estimated $7.77M.

  • 118 institutional investors held First Trust Energy AlphaDEX Fund (FXN) as of Q2 2025, up from 117 in Q1 2025.
  • Funds reported $153M of First Trust Energy AlphaDEX Fund stock for Q2 2025, down 19% quarter-over-quarter.
  • 12 funds opened new First Trust Energy AlphaDEX Fund positions in Q2 2025 and 11 closed out, a net change of +1 holder.
  • The largest First Trust Energy AlphaDEX Fund buyer in Q2 2025 was BNP Paribas Financial Markets, an estimated $8.12M added.
  • The largest First Trust Energy AlphaDEX Fund seller in Q2 2025 was Morgan Stanley, an estimated $7.77M sold.

Based on aggregated 13F filings for Q2 2025.