First Trust Energy AlphaDEX Fund
FXN
84 hedge funds and large institutions have $551M invested in First Trust Energy AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 6 closing their positions.
5,364% more capital invested
Capital invested by funds: $10.1M → $551M (+$541M)
650% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 6
120% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 10
83% more funds holding
Funds holding: 46 → 84 (+38)
55.31% more ownership
Funds ownership: 32.53% → 87.84% (+55%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$346M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$34.4M |
| 3 |
Morgan Stanley
New York
|
+$33.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$9.59M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$9.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1W
1776 Wealth
Atlanta,
Georgia
|
-$355K |
| 2 |
BAM
Bellevue Asset Management
Bellevue,
Washington
|
-$182K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$179K |
| 4 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$83K |
| 5 |
SFG
StrategIQ Financial Group
Merrillville,
Indiana
|
-$73K |
FXN Hedge Fund Activity: Q2 2020 in Review
84 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in First Trust Energy AlphaDEX Fund (FXN) for Q2 2020, worth a combined $551M — up 5,364% from $10.1M a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new FXN positions and 6 closed out — a net gain of 39 holders — while 22 added to existing stakes and 10 trimmed.
The largest buyer was First Trust Advisors, opening a new position worth an estimated $346M. The largest seller was 1776 Wealth, cutting an estimated $355K.
- 84 institutional investors held First Trust Energy AlphaDEX Fund (FXN) as of Q2 2020, up from 46 in Q1 2020.
- Funds reported $551M of First Trust Energy AlphaDEX Fund stock for Q2 2020, up 5,364% quarter-over-quarter.
- 45 funds opened new First Trust Energy AlphaDEX Fund positions in Q2 2020 and 6 closed out, a net change of +39 holders.
- The largest First Trust Energy AlphaDEX Fund buyer in Q2 2020 was First Trust Advisors, an estimated $346M added.
- The largest First Trust Energy AlphaDEX Fund seller in Q2 2020 was 1776 Wealth, an estimated $355K sold.
Based on aggregated 13F filings for Q2 2020.