First Trust Energy AlphaDEX Fund
FXN
117 hedge funds and large institutions have $188M invested in First Trust Energy AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 58 reducing their positions, and 17 closing their positions.
5.01% less ownership
Funds ownership: 61.49% → 56.48% (-5%)
7% less funds holding
Funds holding: 126 → 117 (-9)
20% less capital invested
Capital invested by funds: $237M → $188M (-$48.3M)
35% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 17
57% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 58
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QC
Quadrature Capital
London,
United Kingdom
|
+$1.41M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$1.33M |
| 3 |
GAA
Global Assets Advisory
Orlando,
Florida
|
+$756K |
| 4 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
+$707K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$663K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$7.21M |
| 2 |
Morgan Stanley
New York
|
-$6.43M |
| 3 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
-$5.14M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$4.43M |
| 5 |
LPL Financial
San Diego,
California
|
-$4.04M |
FXN Hedge Fund Activity: Q1 2025 in Review
117 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in First Trust Energy AlphaDEX Fund (FXN) for Q1 2025, worth a combined $188M — down 20% from $237M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of FXN and 11 opened new positions — a net loss of 6 holders — while 58 trimmed existing stakes and 25 added.
The largest buyer was Quadrature Capital, opening a new position worth an estimated $1.41M. The largest seller was UBS Group, cutting an estimated $7.21M.
- 117 institutional investors held First Trust Energy AlphaDEX Fund (FXN) as of Q1 2025, down from 126 in Q4 2024.
- Funds reported $188M of First Trust Energy AlphaDEX Fund stock for Q1 2025, down 20% quarter-over-quarter.
- 11 funds opened new First Trust Energy AlphaDEX Fund positions in Q1 2025 and 17 closed out, a net change of -6 holders.
- The largest First Trust Energy AlphaDEX Fund buyer in Q1 2025 was Quadrature Capital, an estimated $1.41M added.
- The largest First Trust Energy AlphaDEX Fund seller in Q1 2025 was UBS Group, an estimated $7.21M sold.
Based on aggregated 13F filings for Q1 2025.