First Trust Energy AlphaDEX Fund
FXN
34 hedge funds and large institutions have $185M invested in First Trust Energy AlphaDEX Fund in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
200% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 5
144% more capital invested
Capital invested by funds: $75.7M → $185M (+$109M)
28.82% more ownership
Funds ownership: 46.16% → 74.98% (+29%)
17% more funds holding
Funds holding: 29 → 34 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
Navellier & Associates
Reno,
Nevada
|
+$55.3M |
| 2 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
+$27.3M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$6.9M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$2.93M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$2.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$1.32M |
| 2 |
Morgan Stanley
New York
|
-$1.22M |
| 3 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
-$426K |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$188K |
| 5 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$168K |
FXN Hedge Fund Activity: Q3 2013 in Review
34 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in First Trust Energy AlphaDEX Fund (FXN) for Q3 2013, worth a combined $185M — up 144% from $75.7M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FXN positions and 3 closed out — a net gain of 6 holders — while 15 added to existing stakes and 5 trimmed.
The largest buyer was Navellier & Associates, adding an estimated $55.3M. The largest seller was UBS, cutting an estimated $1.32M.
- 34 institutional investors held First Trust Energy AlphaDEX Fund (FXN) as of Q3 2013, up from 29 in Q2 2013.
- Funds reported $185M of First Trust Energy AlphaDEX Fund stock for Q3 2013, up 144% quarter-over-quarter.
- 9 funds opened new First Trust Energy AlphaDEX Fund positions in Q3 2013 and 3 closed out, a net change of +6 holders.
- The largest First Trust Energy AlphaDEX Fund buyer in Q3 2013 was Navellier & Associates, an estimated $55.3M added.
- The largest First Trust Energy AlphaDEX Fund seller in Q3 2013 was UBS, an estimated $1.32M sold.
Based on aggregated 13F filings for Q3 2013.