First Trust Energy AlphaDEX Fund
FXN
140 hedge funds and large institutions have $1.03B invested in First Trust Energy AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 54 increasing their positions, 21 reducing their positions, and 12 closing their positions.
654% more capital invested
Capital invested by funds: $136M → $1.03B (+$892M)
185.99% more ownership
Funds ownership: 52.7% → 238.68% (+186%)
175% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 12
157% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 21
15% more funds holding
Funds holding: 122 → 140 (+18)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$580M |
| 2 |
Morgan Stanley
New York
|
+$20.4M |
| 3 |
NP
Nilsine Partners
Greenwood Village,
Colorado
|
+$18.2M |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$12.8M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$12.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$1.37M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$847K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$546K |
| 4 |
GAA
Global Assets Advisory
Orlando,
Florida
|
-$450K |
| 5 |
NA
Navellier & Associates
Reno,
Nevada
|
-$338K |
FXN Hedge Fund Activity: Q1 2026 in Review
140 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in First Trust Energy AlphaDEX Fund (FXN) for Q1 2026, worth a combined $1.03B — up 654% from $136M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new FXN positions and 12 closed out — a net gain of 21 holders — while 54 added to existing stakes and 21 trimmed.
The largest buyer was First Trust Advisors, opening a new position worth an estimated $580M. The largest seller was Stratos Wealth Partners, exiting entirely with an estimated $1.37M sold.
- 140 institutional investors held First Trust Energy AlphaDEX Fund (FXN) as of Q1 2026, up from 122 in Q4 2025.
- Funds reported $1.03B of First Trust Energy AlphaDEX Fund stock for Q1 2026, up 654% quarter-over-quarter.
- 33 funds opened new First Trust Energy AlphaDEX Fund positions in Q1 2026 and 12 closed out, a net change of +21 holders.
- The largest First Trust Energy AlphaDEX Fund buyer in Q1 2026 was First Trust Advisors, an estimated $580M added.
- The largest First Trust Energy AlphaDEX Fund seller in Q1 2026 was Stratos Wealth Partners, an estimated $1.37M sold.
Based on aggregated 13F filings for Q1 2026.