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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
84
Holders Change
+38
Holders Change %
+82.61%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
45
Increased
22
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$346M
2
Wells Fargo
Wells Fargo
California
+$34.4M
3
Morgan Stanley
Morgan Stanley
New York
+$33.2M
4
Bank of America
Bank of America
North Carolina
+$9.59M
5
UBS Group
UBS Group
Switzerland
+$9.04M

Top Sellers

Rank Fund Capital Flow
1
1W
1776 Wealth
Georgia
-$355K
2
BAM
Bellevue Asset Management
Washington
-$182K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$179K
4
ACM
AlphaStar Capital Management
North Carolina
-$83K
5
SFG
StrategIQ Financial Group
Indiana
-$73K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
76
Cetera Advisor Networks
California
$4K +$3.67K +595 New
AF
77
Advisornet Financial
Minnesota
$4K +$3.7K +600 New
William Blair & Company
78
William Blair & Company
Illinois
$3K – – –
FHA
79
Flagship Harbor Advisors
Massachusetts
$1K – – –
CFD
80
Creative Financial Designs
Indiana
$1K +$883 +143 New
ACA
81
Aptus Capital Advisors
Alabama
$1K +$1.08K +175 New
TI
82
tru Independence
Oregon
$804 +$171K +27,759 New
SFG
83
StrategIQ Financial Group
Indiana
– -$73K -18,431 Closed
ACM
84
AlphaStar Capital Management
North Carolina
– -$83K -16,871 Closed
WAP
85
Wealthcare Advisory Partners
Pennsylvania
– -$6K -1,461 Closed
RFM
86
Royal Fund Management
Florida
– -$4K -1,093 Closed
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
– -$1K -215 Closed
LFG
88
Larson Financial Group
Missouri
– -$1K -148 Closed
WB
89
Webster Bank
Connecticut
– +$413 +67 New
Simplex Trading
90
Simplex Trading
Illinois
– +$617 +100 New
1 2 3
4

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.