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First Trust Energy AlphaDEX Fund

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: 114123 (+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: 10 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$29.5M -$6.33M -388,331 -18%
LPL Financial
2
LPL Financial
California
$20.5M -$2.43M -149,235 -11%
Wells Fargo
3
Wells Fargo
California
$18.7M -$778K -47,742 -4%
Bank of America
4
Bank of America
North Carolina
$6.68M -$287K -17,592 -4%
UBS Group
5
UBS Group
Switzerland
$6.33M -$298K -18,284 -5%
Raymond James Financial
6
Raymond James Financial
Florida
$6.22M -$925K -56,788 -13%
CA
7
Crumly & Associates
Illinois
$3.18M
SF
8
Summit Financial
New Jersey
$2.83M -$174K -10,704 -6%
IAA
9
Independent Advisor Alliance
North Carolina
$2.81M +$121K +7,412 +5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.32M -$1.92M -117,990 -46%
HighTower Advisors
11
HighTower Advisors
Illinois
$1.93M -$49.2K -3,020 -3%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.75M -$737K -45,203 -30%
PAG
13
Private Advisor Group
New Jersey
$1.69M +$268K +16,431 +19%
Goldman Sachs
14
Goldman Sachs
New York
$1.68M -$6.81K -418 -0.4%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.66M -$121K -7,424 -7%
Stifel Financial
16
Stifel Financial
Missouri
$1.53M +$953K +58,474 +171%
NA
17
Navellier & Associates
Nevada
$1.46M -$558K -34,217 -28%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.44M +$95.2K +5,843 +7%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.4M -$213K -13,045 -13%
SWP
20
Stratos Wealth Partners
Ohio
$1.37M -$387K -23,725 -22%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.29M +$124K +7,618 +11%
Citadel Advisors
22
Citadel Advisors
Florida
$881K +$664K +40,765 +321%
FTUS
23
Flow Traders U.S.
New York
$847K -$179K -11,009 -18%
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$810K -$2.44M -150,026 -75%
KAS
25
Kestra Advisory Services
Texas
$798K -$36.2K -2,224 -4%