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First Trust Energy AlphaDEX Fund

130 hedge funds and large institutions have $244M invested in First Trust Energy AlphaDEX Fund in 2026 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 48 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 140 → 130 (-10)

25% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 48

29% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 28

92% less capital inflows, than outflows

Capital inflows: $67.8M | Capital outflows: $822M

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

218.23% less ownership

Funds ownership: 291.89% → 73.66% (-218%)

Holders
130
Holders Change
-10
Holders Change %
-7.14%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
36
Reduced
48
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

FXN Hedge Fund Activity: Q2 2026 in Review

130 of the 8,352 institutional investors tracked by Wall St. Rank reported a position in First Trust Energy AlphaDEX Fund (FXN) for Q2 2026, worth a combined $244M — down 76% from $1.03B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of FXN and 20 opened new positions — a net loss of 8 holders — while 48 trimmed existing stakes and 36 added.

The largest buyer was Qube Research & Technologies (QRT), adding an estimated $12.9M. The largest seller was First Trust Advisors, exiting entirely with an estimated $672M sold.

  • 130 institutional investors held First Trust Energy AlphaDEX Fund (FXN) as of Q2 2026, down from 140 in Q1 2026.
  • Funds reported $244M of First Trust Energy AlphaDEX Fund stock for Q2 2026, down 76% quarter-over-quarter.
  • 20 funds opened new First Trust Energy AlphaDEX Fund positions in Q2 2026 and 28 closed out, a net change of -8 holders.
  • The largest First Trust Energy AlphaDEX Fund buyer in Q2 2026 was Qube Research & Technologies (QRT), an estimated $12.9M added.
  • The largest First Trust Energy AlphaDEX Fund seller in Q2 2026 was First Trust Advisors, an estimated $672M sold.

Based on aggregated 13F filings for Q2 2026.