First Trust Energy AlphaDEX Fund
FXN
79 hedge funds and large institutions have $112M invested in First Trust Energy AlphaDEX Fund in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 8 closing their positions.
138% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 8
16% more funds holding
Funds holding: 68 → 79 (+11)
3% more capital invested
Capital invested by funds: $109M → $112M (+$3.53M)
0.12% less ownership
Funds ownership: 48.12% → 48% (-0.12%)
18% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 28
Top Buyers
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$1.93M |
| 2 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$1.42M |
| 3 |
Jane Street
New York
|
+$1.31M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.25M |
| 5 |
Morgan Stanley
New York
|
+$459K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $2K | +$2.17K | +150 | New |
|
|
VCM
77
Virtue Capital Management
Brentwood,
Tennessee
| $1K | +$493 | +34 | New |
|
|
HCC
78
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| $1K | +$1.04K | +72 | New |
|
|
FAM
79
Flaharty Asset Management
Clearwater,
Florida
| – | -$3.17M | -222,811 | Closed |
|
|
TSS
80
Two Sigma Securities
New York
| – | -$769K | -53,597 | Closed |
|
81
Citadel Advisors
Miami,
Florida
| – | -$240K | -16,745 | Closed |
|
|
ICOA
82
Investment Centers of America
Bismarck,
North Dakota
| – | -$162K | -11,333 | Closed |
|
|
GA
83
Gateway Advisory
Westfield,
New Jersey
| – | -$155K | -10,795 | Closed |
|
|
NFG
84
Next Financial Group
Houston,
Texas
| – | -$32K | -2,235 | Closed |
|
|
FHA
85
First Horizon Advisors
Memphis,
Tennessee
| – | -$26K | -1,850 | Closed |
|
|
PMFA
86
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$6K | -450 | Closed |
|
FXN Hedge Fund Activity: Q4 2017 in Review
79 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in First Trust Energy AlphaDEX Fund (FXN) for Q4 2017, worth a combined $112M — up 3.2% from $109M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new FXN positions and 8 closed out — a net gain of 11 holders — while 23 added to existing stakes and 28 trimmed.
The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $1.93M. The largest seller was UBS Group, cutting an estimated $3.33M.
- 79 institutional investors held First Trust Energy AlphaDEX Fund (FXN) as of Q4 2017, up from 68 in Q3 2017.
- Funds reported $112M of First Trust Energy AlphaDEX Fund stock for Q4 2017, up 3.2% quarter-over-quarter.
- 19 funds opened new First Trust Energy AlphaDEX Fund positions in Q4 2017 and 8 closed out, a net change of +11 holders.
- The largest First Trust Energy AlphaDEX Fund buyer in Q4 2017 was Beaumont Financial Advisors, an estimated $1.93M added.
- The largest First Trust Energy AlphaDEX Fund seller in Q4 2017 was UBS Group, an estimated $3.33M sold.
Based on aggregated 13F filings for Q4 2017.