We are live on ! Find out more
FXN icon

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
147
Holders Change
+13
Holders Change %
+9.7%
% of All Funds
2.32%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
33
Increased
69
Reduced
32
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$539M
2
Wells Fargo
Wells Fargo
California
+$50.2M
3
Morgan Stanley
Morgan Stanley
New York
+$46.7M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$34.8M
5
NC
NewSquare Capital
Pennsylvania
+$16.2M

Top Sellers

Rank Fund Capital Flow
1
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$3.87M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.39M
3
CA
Crumly & Associates
Illinois
-$949K
4
Goldman Sachs
Goldman Sachs
New York
-$840K
5
FTUS
Flow Traders U.S.
New York
-$478K
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
126
Tower Research Capital (TRC)
New York
$49K -$357K -25,283 -89%
CIAS
127
Capital Investment Advisory Services
North Carolina
$48K -$48.1K -3,403 -53%
TFA
128
Transamerica Financial Advisors
Florida
$47K +$41.2K +2,916 New
MIM
129
MTM Investment Management
South Carolina
$43K – – –
Koshinski Asset Management
130
Koshinski Asset Management
Illinois
$40.8K – – –
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$37K +$32.8K +2,320 New
CAL
132
Capital Analysts LLC
Pennsylvania
$35K -$11.3K -800 -27%
Fidelity Investments
133
Fidelity Investments
Massachusetts
$34K +$1.92K +136 +7%
CFD
134
Creative Financial Designs
Indiana
$30K – – –
AP
135
Atwood & Palmer
Missouri
$22K – – –
TAM
136
Tucker Asset Management
Colorado
$21.6K +$18K +1,271 +1,531%
APA
137
American Portfolios Advisors
New York
$14.1K +$10.4K +739 +499%
TWM
138
Tradition Wealth Management
Minnesota
$13K – – –
FWM
139
Focused Wealth Management
New York
$10K – – –
SPWG
140
Sage Private Wealth Group
Illinois
$10K +$28 +2 +0.3%
AF
141
Advisornet Financial
Minnesota
$10K +$42 +3 +0.5%
William Blair & Company
142
William Blair & Company
Illinois
$7K – – –
AAP
143
Arax Advisory Partners
Colorado
$7K +$14 +1 +0.2%
WWMSC
144
Wagner Wealth Management (South Carolina)
South Carolina
$4K -$777 -55 -18%
LAS
145
Lloyd Advisory Services
Georgia
$4K +$933 +66 +34%
TFS
146
TrustCore Financial Services
Tennessee
$2K – – –
US Bancorp
147
US Bancorp
Minnesota
$2K – – –
FTUS
148
Flow Traders U.S.
New York
– -$478K -40,116 Closed
Jane Street
149
Jane Street
New York
– -$473K -39,650 Closed
EAM
150
Empirical Asset Management
Massachusetts
– -$245K -20,545 Closed
3 4 5
6
7

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.