First Trust Energy AlphaDEX Fund
FXN
134 hedge funds and large institutions have $353M invested in First Trust Energy AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 59 reducing their positions, and 26 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
2.07% less ownership
Funds ownership: 63.56% → 61.48% (-2.1%)
9% less funds holding
Funds holding: 147 → 134 (-13)
12% less capital invested
Capital invested by funds: $400M → $353M (-$47.4M)
34% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 59
38% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
Miami,
Florida
|
+$3.69M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.41M |
| 3 |
Millennium Management
New York
|
+$2.26M |
| 4 |
HF
HRT Financial
New York
|
+$2.01M |
| 5 |
PWA
PCG Wealth Advisors
Overland Park,
Kansas
|
+$1.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
-$6.04M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$5.68M |
| 3 |
SG
StoneX Group
New York
|
-$5M |
| 4 |
Morgan Stanley
New York
|
-$4.47M |
| 5 |
TWM
Trinity Wealth Management
Berwyn,
Pennsylvania
|
-$4.39M |
FXN Hedge Fund Activity: Q2 2024 in Review
134 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in First Trust Energy AlphaDEX Fund (FXN) for Q2 2024, worth a combined $353M — down 12% from $400M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of FXN and 16 opened new positions — a net loss of 10 holders — while 59 trimmed existing stakes and 39 added.
The largest buyer was GTS Securities, opening a new position worth an estimated $3.69M. The largest seller was D.E. Shaw & Co, exiting entirely with an estimated $6.04M sold.
- 134 institutional investors held First Trust Energy AlphaDEX Fund (FXN) as of Q2 2024, down from 147 in Q1 2024.
- Funds reported $353M of First Trust Energy AlphaDEX Fund stock for Q2 2024, down 12% quarter-over-quarter.
- 16 funds opened new First Trust Energy AlphaDEX Fund positions in Q2 2024 and 26 closed out, a net change of -10 holders.
- The largest First Trust Energy AlphaDEX Fund buyer in Q2 2024 was GTS Securities, an estimated $3.69M added.
- The largest First Trust Energy AlphaDEX Fund seller in Q2 2024 was D.E. Shaw & Co, an estimated $6.04M sold.
Based on aggregated 13F filings for Q2 2024.