First Trust Energy AlphaDEX Fund
FXN
147 hedge funds and large institutions have $1.36B invested in First Trust Energy AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 32 reducing their positions, and 18 closing their positions.
368% more capital invested
Capital invested by funds: $290M → $1.36B (+$1.07B)
200% more funds holding in top 10
Funds holding in top 10: 2 → 6 (+4)
116% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 32
83% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 18
15.42% more ownership
Funds ownership: 67.3% → 82.72% (+15%)
10% more funds holding
Funds holding: 134 → 147 (+13)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$539M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$50.2M |
| 3 |
Morgan Stanley
New York
|
+$46.7M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$34.8M |
| 5 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$16.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
-$3.87M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.39M |
| 3 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$949K |
| 4 |
Goldman Sachs
New York
|
-$840K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$478K |
FXN Hedge Fund Activity: Q1 2022 in Review
147 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Energy AlphaDEX Fund (FXN) for Q1 2022, worth a combined $1.36B — up 368% from $290M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new FXN positions and 18 closed out — a net gain of 15 holders — while 69 added to existing stakes and 32 trimmed.
The largest buyer was First Trust Advisors, opening a new position worth an estimated $539M. The largest seller was Rockefeller Capital Management, cutting an estimated $3.87M.
- 147 institutional investors held First Trust Energy AlphaDEX Fund (FXN) as of Q1 2022, up from 134 in Q4 2021.
- Funds reported $1.36B of First Trust Energy AlphaDEX Fund stock for Q1 2022, up 368% quarter-over-quarter.
- 33 funds opened new First Trust Energy AlphaDEX Fund positions in Q1 2022 and 18 closed out, a net change of +15 holders.
- The largest First Trust Energy AlphaDEX Fund buyer in Q1 2022 was First Trust Advisors, an estimated $539M added.
- The largest First Trust Energy AlphaDEX Fund seller in Q1 2022 was Rockefeller Capital Management, an estimated $3.87M sold.
Based on aggregated 13F filings for Q1 2022.