First Trust Energy AlphaDEX Fund
FXN
166 hedge funds and large institutions have $1.37B invested in First Trust Energy AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 61 reducing their positions, and 17 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 61
12% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 17
6% more capital invested
Capital invested by funds: $1.29B → $1.37B (+$78.8M)
1% more funds holding
Funds holding: 165 → 166 (+1)
0.17% more ownership
Funds ownership: 83.19% → 83.36% (+0.17%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$29.5M |
| 2 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$7.41M |
| 3 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
+$4.21M |
| 4 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$3.8M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$13.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$8.64M |
| 3 |
SMF
Sterling Manor Financial
Saratoga Springs,
New York
|
-$7.06M |
| 4 |
NA
Navellier & Associates
Reno,
Nevada
|
-$5.1M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$4.88M |
FXN Hedge Fund Activity: Q3 2022 in Review
166 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust Energy AlphaDEX Fund (FXN) for Q3 2022, worth a combined $1.37B — up 6.1% from $1.29B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new FXN positions and 17 closed out — a net gain of 2 holders — while 70 added to existing stakes and 61 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $29.5M. The largest seller was Wells Fargo, cutting an estimated $13.4M.
- 166 institutional investors held First Trust Energy AlphaDEX Fund (FXN) as of Q3 2022, up from 165 in Q2 2022.
- Funds reported $1.37B of First Trust Energy AlphaDEX Fund stock for Q3 2022, up 6.1% quarter-over-quarter.
- 19 funds opened new First Trust Energy AlphaDEX Fund positions in Q3 2022 and 17 closed out, a net change of +2 holders.
- The largest First Trust Energy AlphaDEX Fund buyer in Q3 2022 was First Trust Advisors, an estimated $29.5M added.
- The largest First Trust Energy AlphaDEX Fund seller in Q3 2022 was Wells Fargo, an estimated $13.4M sold.
Based on aggregated 13F filings for Q3 2022.