First Trust Energy AlphaDEX Fund
FXN
165 hedge funds and large institutions have $1.29B invested in First Trust Energy AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 69 reducing their positions, and 6 closing their positions.
317% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 6
12% more funds holding
Funds holding: 147 → 165 (+18)
0.46% more ownership
Funds ownership: 82.72% → 83.19% (+0.46%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
5% less capital invested
Capital invested by funds: $1.36B → $1.29B (-$64.3M)
10% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 69
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$10.7M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$8.07M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$5.74M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$4.96M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$4.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$9.96M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$7.41M |
| 3 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$5.42M |
| 4 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$2.85M |
| 5 |
JP Morgan Chase
New York
|
-$2.44M |
FXN Hedge Fund Activity: Q2 2022 in Review
165 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in First Trust Energy AlphaDEX Fund (FXN) for Q2 2022, worth a combined $1.29B — down 4.7% from $1.36B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new FXN positions and 6 closed out — a net gain of 19 holders — while 62 added to existing stakes and 69 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $10.7M. The largest seller was NewSquare Capital, cutting an estimated $9.96M.
- 165 institutional investors held First Trust Energy AlphaDEX Fund (FXN) as of Q2 2022, up from 147 in Q1 2022.
- Funds reported $1.29B of First Trust Energy AlphaDEX Fund stock for Q2 2022, down 4.7% quarter-over-quarter.
- 25 funds opened new First Trust Energy AlphaDEX Fund positions in Q2 2022 and 6 closed out, a net change of +19 holders.
- The largest First Trust Energy AlphaDEX Fund buyer in Q2 2022 was Carson Wealth (CWM LLC), an estimated $10.7M added.
- The largest First Trust Energy AlphaDEX Fund seller in Q2 2022 was NewSquare Capital, an estimated $9.96M sold.
Based on aggregated 13F filings for Q2 2022.