First Trust Energy AlphaDEX Fund
FXN
98 hedge funds and large institutions have $207M invested in First Trust Energy AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 7 closing their positions.
371% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 7
147% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 15
134% more capital invested
Capital invested by funds: $88.7M → $207M (+$119M)
32% more funds holding
Funds holding: 74 → 98 (+24)
5.5% more ownership
Funds ownership: 63.53% → 69.02% (+5.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$7.83M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$7.49M |
| 3 |
NA
Navellier & Associates
Reno,
Nevada
|
+$6.75M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$6.3M |
| 5 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
+$5.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$3.28M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$504K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$412K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$239K |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$212K |
FXN Hedge Fund Activity: Q1 2021 in Review
98 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in First Trust Energy AlphaDEX Fund (FXN) for Q1 2021, worth a combined $207M — up 134% from $88.7M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new FXN positions and 7 closed out — a net gain of 26 holders — while 37 added to existing stakes and 15 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $7.83M. The largest seller was Janney Montgomery Scott, cutting an estimated $3.28M.
- 98 institutional investors held First Trust Energy AlphaDEX Fund (FXN) as of Q1 2021, up from 74 in Q4 2020.
- Funds reported $207M of First Trust Energy AlphaDEX Fund stock for Q1 2021, up 134% quarter-over-quarter.
- 33 funds opened new First Trust Energy AlphaDEX Fund positions in Q1 2021 and 7 closed out, a net change of +26 holders.
- The largest First Trust Energy AlphaDEX Fund buyer in Q1 2021 was Raymond James & Associates, an estimated $7.83M added.
- The largest First Trust Energy AlphaDEX Fund seller in Q1 2021 was Janney Montgomery Scott, an estimated $3.28M sold.
Based on aggregated 13F filings for Q1 2021.