First Trust Energy AlphaDEX Fund
FXN
84 hedge funds and large institutions have $552M 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, 9 reducing their positions, and 6 closing their positions.
5,723% more capital invested
Capital invested by funds: $9.48M → $552M (+$542M)
650% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 6
144% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 9
83% more funds holding
Funds holding: 46 → 84 (+38)
56.09% more ownership
Funds ownership: 31.75% → 87.84% (+56%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$346M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$34.4M |
| 3 |
Morgan Stanley
New York
|
+$33.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$9.59M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$9.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Bellevue Asset Management
Bellevue,
Washington
|
-$182K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$179K |
| 3 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$83K |
| 4 |
SFG
StrategIQ Financial Group
Merrillville,
Indiana
|
-$73K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
-$52.5K |
FXN Hedge Fund Activity: Q2 2020 in Review
84 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in First Trust Energy AlphaDEX Fund (FXN) for Q2 2020, worth a combined $552M — up 5,723% from $9.48M 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 9 trimmed.
The largest buyer was First Trust Advisors, opening a new position worth an estimated $346M. The largest seller was Bellevue Asset Management, cutting an estimated $182K.
- 84 institutional investors held First Trust Energy AlphaDEX Fund (FXN) as of Q2 2020, up from 46 in Q1 2020.
- Funds reported $552M of First Trust Energy AlphaDEX Fund stock for Q2 2020, up 5,723% 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 Bellevue Asset Management, an estimated $182K sold.
Based on aggregated 13F filings for Q2 2020.