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First Trust Energy AlphaDEX Fund

140 hedge funds and large institutions have $1.03B invested in First Trust Energy AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 54 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

654% more capital invested

Capital invested by funds: $136M → $1.03B (+$892M)

185.83% more ownership

Funds ownership: 52.86%238.68% (+186%)

175% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 12

157% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 21

14% more funds holding

Funds holding: 123140 (+17)

Holders
140
Holders Change
+17
Holders Change %
+13.82%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
54
Reduced
21
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$672M +$580M +29,937,777 New
Morgan Stanley
2
Morgan Stanley
New York
$63.8M +$20.4M +1,051,264 +59%
Wells Fargo
3
Wells Fargo
California
$36M +$9.06M +467,147 +41%
LPL Financial
4
LPL Financial
California
$32.1M +$3.55M +183,186 +15%
NP
5
Nilsine Partners
Colorado
$20.2M +$18.2M +939,896 New
NA
6
NewEdge Advisors
Louisiana
$15.4M +$12.6M +649,599 +1,887%
ASN
7
Advisory Services Network
Georgia
$14.8M +$12.8M +660,279 New
P
8
&Partners
Tennessee
$14.6M +$12.2M +631,205 +3,542%
Raymond James Financial
9
Raymond James Financial
Florida
$14.4M +$5.09M +262,334 +69%
Bank of America
10
Bank of America
North Carolina
$12.7M +$3.07M +158,356 +39%
UBS Group
11
UBS Group
Switzerland
$12.7M +$3.47M +179,153 +47%
VCM
12
Virtue Capital Management
Tennessee
$8.14M +$6.93M +357,491 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$7.88M +$5.11M +263,387 +301%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$7.31M +$3.58M +184,619 +131%
IAA
15
Independent Advisor Alliance
North Carolina
$6.4M +$2.22M +114,455 +67%
DADC
16
D.A. Davidson & Co
Montana
$5.64M +$4.66M +240,147 +2,201%
QC
17
Quadrature Capital
United Kingdom
$5.01M +$4.32M +223,025 New
Stifel Financial
18
Stifel Financial
Missouri
$4.36M +$1.97M +101,446 +109%
CA
19
Crumly & Associates
Illinois
$4.34M
SF
20
Summit Financial
New Jersey
$3.5M -$311K -16,016 -9%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$3.47M +$2.99M +154,367 New
HighTower Advisors
22
HighTower Advisors
Illinois
$2.56M -$58.2K -3,004 -3%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$2.54M +$233K +12,005 +12%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$2.5M +$2.06M +106,496 +2,221%
Citadel Advisors
25
Citadel Advisors
Florida
$2.47M +$1.1M +56,547 +106%