First Trust Energy AlphaDEX Fund
FXN
189 hedge funds and large institutions have $1.61B invested in First Trust Energy AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 84 increasing their positions, 57 reducing their positions, and 13 closing their positions.
192% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 13
47% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 57
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
17% more capital invested
Capital invested by funds: $1.37B → $1.61B (+$237M)
14% more funds holding
Funds holding: 166 → 189 (+23)
0.42% more ownership
Funds ownership: 83.36% → 83.77% (+0.42%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$37M |
| 2 |
LPL Financial
San Diego,
California
|
+$21.5M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$13.6M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$11.8M |
| 5 |
Morgan Stanley
New York
|
+$10.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$11.8M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$9.45M |
| 3 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$3.13M |
| 4 |
AFM
Andesa Financial Management
Allentown,
Pennsylvania
|
-$2.98M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.23M |
FXN Hedge Fund Activity: Q4 2022 in Review
189 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in First Trust Energy AlphaDEX Fund (FXN) for Q4 2022, worth a combined $1.61B — up 17% from $1.37B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new FXN positions and 13 closed out — a net gain of 25 holders — while 84 added to existing stakes and 57 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $37M. The largest seller was NewSquare Capital, cutting an estimated $11.8M.
- 189 institutional investors held First Trust Energy AlphaDEX Fund (FXN) as of Q4 2022, up from 166 in Q3 2022.
- Funds reported $1.61B of First Trust Energy AlphaDEX Fund stock for Q4 2022, up 17% quarter-over-quarter.
- 38 funds opened new First Trust Energy AlphaDEX Fund positions in Q4 2022 and 13 closed out, a net change of +25 holders.
- The largest First Trust Energy AlphaDEX Fund buyer in Q4 2022 was First Trust Advisors, an estimated $37M added.
- The largest First Trust Energy AlphaDEX Fund seller in Q4 2022 was NewSquare Capital, an estimated $11.8M sold.
Based on aggregated 13F filings for Q4 2022.