First Trust Energy AlphaDEX Fund
FXN
122 hedge funds and large institutions have $259M invested in First Trust Energy AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 62 reducing their positions, and 22 closing their positions.
0.34% less ownership
Funds ownership: 61.48% → 61.15% (-0.34%)
9% less funds holding
Funds holding: 134 → 122 (-12)
50% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 22
58% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 62
83% less capital inflows, than outflows
Capital inflows: $12.6M | Capital outflows: $75.8M
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
+$4.28M |
| 2 |
Tudor Investment Corp
Stamford,
Connecticut
|
+$1.68M |
| 3 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$1.52M |
| 4 |
Benjamin Edwards Inc
Clayton,
Missouri
|
+$1.12M |
| 5 |
Two Sigma Securities
New York
|
+$759K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$11.3M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$8.8M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$7.19M |
| 4 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$4.96M |
| 5 |
IronBridge Private Wealth
Austin,
Texas
|
-$3.84M |
FXN Hedge Fund Activity: Q3 2024 in Review
122 of the 6,987 institutional investors tracked by Wall St. Rank reported a position in First Trust Energy AlphaDEX Fund (FXN) for Q3 2024, worth a combined $259M — down 27% from $353M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of FXN and 11 opened new positions — a net loss of 11 holders — while 62 trimmed existing stakes and 26 added.
The largest buyer was BNP Paribas Financial Markets, adding an estimated $4.28M. The largest seller was UBS Group, cutting an estimated $11.3M.
- 122 institutional investors held First Trust Energy AlphaDEX Fund (FXN) as of Q3 2024, down from 134 in Q2 2024.
- Funds reported $259M of First Trust Energy AlphaDEX Fund stock for Q3 2024, down 27% quarter-over-quarter.
- 11 funds opened new First Trust Energy AlphaDEX Fund positions in Q3 2024 and 22 closed out, a net change of -11 holders.
- The largest First Trust Energy AlphaDEX Fund buyer in Q3 2024 was BNP Paribas Financial Markets, an estimated $4.28M added.
- The largest First Trust Energy AlphaDEX Fund seller in Q3 2024 was UBS Group, an estimated $11.3M sold.
Based on aggregated 13F filings for Q3 2024.