First Trust Energy AlphaDEX Fund
FXN
152 hedge funds and large institutions have $372M invested in First Trust Energy AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 59 reducing their positions, and 26 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less funds holding
Funds holding: 155 → 152 (-3)
4.51% less ownership
Funds ownership: 68.86% → 64.35% (-4.5%)
12% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 26
12% less capital invested
Capital invested by funds: $423M → $372M (-$51.3M)
19% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$6.71M |
| 2 |
PG
Prostatis Group
Hanover,
Maryland
|
+$6.44M |
| 3 |
Two Sigma Investments
New York
|
+$1.89M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.34M |
| 5 |
CA
Crumly & Associates
Springfield,
Illinois
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$9.51M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$8.69M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$6.9M |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$5.59M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.11M |
FXN Hedge Fund Activity: Q4 2023 in Review
152 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in First Trust Energy AlphaDEX Fund (FXN) for Q4 2023, worth a combined $372M — down 12% from $423M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of FXN and 23 opened new positions — a net loss of 3 holders — while 59 trimmed existing stakes and 48 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $6.71M. The largest seller was Morgan Stanley, cutting an estimated $9.51M.
- 152 institutional investors held First Trust Energy AlphaDEX Fund (FXN) as of Q4 2023, down from 155 in Q3 2023.
- Funds reported $372M of First Trust Energy AlphaDEX Fund stock for Q4 2023, down 12% quarter-over-quarter.
- 23 funds opened new First Trust Energy AlphaDEX Fund positions in Q4 2023 and 26 closed out, a net change of -3 holders.
- The largest First Trust Energy AlphaDEX Fund buyer in Q4 2023 was Citadel Advisors, an estimated $6.71M added.
- The largest First Trust Energy AlphaDEX Fund seller in Q4 2023 was Morgan Stanley, an estimated $9.51M sold.
Based on aggregated 13F filings for Q4 2023.