First Trust Energy AlphaDEX Fund
FXN
78 hedge funds and large institutions have $99.2M invested in First Trust Energy AlphaDEX Fund in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 16 closing their positions.
0.4% more ownership
Funds ownership: 48% → 48.4% (+0.4%)
0% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 16
8% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 25
1% less funds holding
Funds holding: 79 → 78 (-1)
12% less capital invested
Capital invested by funds: $112M → $99.2M (-$13.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
+$4.56M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$950K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$896K |
| 4 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$834K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$798K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$3.78M |
| 2 |
Morgan Stanley
New York
|
-$2.27M |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$2.07M |
| 4 |
AIM
Astor Investment Management
Chicago,
Illinois
|
-$1.99M |
| 5 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$1.84M |
FXN Hedge Fund Activity: Q1 2018 in Review
78 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in First Trust Energy AlphaDEX Fund (FXN) for Q1 2018, worth a combined $99.2M — down 12% from $112M a quarter earlier.
Fund positioning in FXN was balanced in Q1 2018: 16 funds opened new positions, 16 closed out, 23 added to existing stakes and 25 trimmed.
The largest buyer was Shamrock Asset Management, opening a new position worth an estimated $4.56M. The largest seller was Wells Fargo, cutting an estimated $3.78M.
- 78 institutional investors held First Trust Energy AlphaDEX Fund (FXN) as of Q1 2018, down from 79 in Q4 2017.
- Funds reported $99.2M of First Trust Energy AlphaDEX Fund stock for Q1 2018, down 12% quarter-over-quarter.
- 16 funds opened new First Trust Energy AlphaDEX Fund positions in Q1 2018 and 16 closed out, a net change of 0 holders.
- The largest First Trust Energy AlphaDEX Fund buyer in Q1 2018 was Shamrock Asset Management, an estimated $4.56M added.
- The largest First Trust Energy AlphaDEX Fund seller in Q1 2018 was Wells Fargo, an estimated $3.78M sold.
Based on aggregated 13F filings for Q1 2018.