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First Trust Energy AlphaDEX Fund (FXN) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for First Trust Energy AlphaDEX Fund (NYSEARCA:FXN)

Number of
Institutional Buyers
(last 12 months)
64
Total
Institutional Inflows
(last 12 months)
$87.46M
Number of
Institutional Sellers
(last 12 months)
72
Total
Institutional Outflows
(last 12 months)
$133.90M
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FXN Institutional Buying and Selling by Quarter

First Trust Energy AlphaDEX Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024 JBR Co Financial Management Inc31,464$589K0.5%-15.4%0.090%
5/8/2024 Avantax Advisory Services Inc.45,179$846K0.0%-14.5%0.129%
5/6/2024 Envestnet Portfolio Solutions Inc.27,305$511K0.0%+27.5%0.078%
5/6/2024 VitalStone Financial LLC6,630$124K0.1%-56.0%0.019%
5/4/2024 Geneos Wealth Management Inc.11,813$221K0.0%+219.7%0.034%
5/4/2024 Csenge Advisory Group14,131$265K0.0%-68.0%0.040%
5/3/2024 GSA Capital Partners LLP74,300$1.39M0.1%N/A0.213%
5/1/2024 StoneX Group Inc.317,717$5.95M0.7%-14.4%0.909%
5/1/2024 Blackhawk Capital Partners LLC.18,184$341K0.2%-4.3%0.052%
5/1/2024 Janney Montgomery Scott LLC233,812$4.38M0.0%-5.6%0.669%
5/1/2024 BNP Paribas Financial Markets100,500$1.88M0.0%+95.9%0.288%
4/30/2024 Private Advisor Group LLC128,467$2.41M0.0%+43.7%0.368%
4/29/2024Commonwealth Equity Services LLC292,920$5.49M0.0%+62.2%0.838%
4/29/2024 Benjamin F. Edwards & Company Inc.77,926$1.46M0.0%+2.4%0.223%
4/26/2024 Cottonwood Capital Advisors LLC21,488$402K0.3%-7.8%0.061%
4/25/2024 Cambridge Investment Research Advisors Inc.284,431$5.33M0.0%-17.8%0.814%
4/23/2024 Raymond James Financial Services Advisors Inc.313,330$5.87M0.0%-19.1%0.897%
4/22/2024 Raymond James & Associates462,045$8.65M0.0%-24.2%1.322%
4/19/2024 PCG Wealth Advisors LLC191,578$3.59M1.7%+2.8%0.582%
4/18/2024 Iams Wealth Management LLC18,585$348K0.2%+8.2%0.056%
4/17/2024 D.B. Root & Company LLC10,011$188K0.1%N/A0.030%
4/12/2024 Global Assets Advisory LLC446,020$8.35M0.0%+1,786.0%1.356%
4/11/2024 International Assets Investment Management LLC23,517$444K0.0%-37.1%0.071%
4/11/2024 SignalPoint Asset Management LLC21,529$403K0.1%-4.6%0.065%
4/5/2024 NBC Securities Inc.44,455$832K0.1%-16.1%0.135%
3/22/2024 PNC Financial Services Group Inc.16,942$283K0.0%-10.2%0.051%
3/15/2024B. Riley Wealth Advisors Inc.50,688$846K0.0%+11.4%0.154%
2/12/2024IronBridge Private Wealth LLC185,937$3.10M1.5%-1.9%0.565%
2/12/2024 StoneX Group Inc.371,164$6.21M0.8%-0.2%1.128%
2/12/2024 Avestar Capital LLC271,008$4.52M0.5%-1.4%0.824%
2/9/2024 Cambridge Investment Research Advisors Inc.346,073$5.78M0.0%-7.5%1.052%
2/9/2024 Assetmark Inc.2,490$42K0.0%+53.6%0.008%
2/9/2024Trexquant Investment LP35,183$587K0.0%+95.6%0.107%
2/9/2024 D.A. Davidson & CO.203,085$3.39M0.0%-61.8%0.617%
2/9/2024 Wells Fargo & Company MN2,855,810$47.66M0.0%-15.2%8.680%
2/9/2024Gladstone Institutional Advisory LLC14,907$249K0.0%+23.7%0.045%
2/9/2024 UBS Group AG1,893,927$31.61M0.0%+4.3%5.757%
2/9/2024 PNC Financial Services Group Inc.16,942$283K0.0%-10.2%0.051%
2/8/2024 Financial Advocates Investment Management58,987$985K0.1%-58.7%0.179%
2/8/2024Navellier & Associates Inc.211,589$3.53M0.5%+5.0%0.643%
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2/8/2024 Janney Montgomery Scott LLC247,712$4.13M0.0%-5.8%0.753%
2/7/2024 Avantax Advisory Services Inc.52,816$882K0.0%-28.2%0.161%
2/7/2024 NBC Securities Inc.52,988$884K0.1%-4.5%0.161%
2/7/2024 BNP Paribas Financial Markets51,310$856K0.0%-74.5%0.156%
2/7/2024 Calton & Associates Inc.10,100$169K0.1%N/A0.031%
2/7/2024 Iams Wealth Management LLC17,177$287K0.2%-19.5%0.052%
2/6/2024 Private Advisor Group LLC89,374$1.49M0.0%-12.0%0.272%
2/6/2024Vestmark Advisory Solutions Inc.404,651$6.75M0.3%+6.5%1.230%
2/6/2024 Benjamin F. Edwards & Company Inc.76,075$1.27M0.0%-4.6%0.231%
2/6/2024 Benjamin Edwards Inc.4,000$67K0.0%+1,841.7%0.012%
2/5/2024 Mach 1 Financial Group LLC11,006$184K0.1%-39.4%0.033%
2/5/2024 Stonebridge Financial Planning Group LLC28,079$469K0.3%-53.5%0.085%
2/5/2024 Kestra Private Wealth Services LLC23,570$393K0.0%-80.8%0.072%
2/5/2024 Silver Oak Securities Incorporated10,776$180K0.0%N/A0.033%
2/2/2024 Truist Financial Corp44,025$735K0.0%-86.5%0.134%
2/2/2024 TAP Consulting LLC124,982$2.09M0.5%-13.5%0.380%
2/2/2024 Atria Wealth Solutions Inc.53,905$900K0.0%+6.8%0.164%
2/1/2024 Monument Capital Management32,677$545K0.2%+14.2%0.099%
2/1/2024 MCF Advisors LLC2,500$42K0.0%N/A0.008%
2/1/2024 Sigma Planning Corp42,101$703K0.1%-55.7%0.128%
1/30/2024 PCG Wealth Advisors LLC186,282$3.11M1.7%+4.9%0.566%
1/29/2024 Crumly & Associates Inc.583,062$9.73M2.8%+12.3%1.772%
1/25/2024 International Assets Investment Management LLC37,365$624K0.0%N/A0.114%
1/24/2024 Stratos Wealth Partners LTD.96,075$1.60M0.0%+75.4%0.292%
1/24/2024 International Assets Investment Management LLC623,617$10.41M0.0%N/A1.895%
1/24/2024 Private Trust Co. NA2,432$41K0.0%-55.4%0.007%
1/23/2024 RPg Family Wealth Advisory LLC27,686$462K0.2%+9.7%0.084%
1/22/2024 Secure Asset Management LLC18,800$314K0.1%+18.7%0.057%
1/19/2024 Blackhawk Capital Partners LLC.18,996$317K0.2%-9.7%0.058%
1/19/2024 PFG Advisors11,625$194K0.0%-15.0%0.035%
1/18/2024 Global Retirement Partners LLC11,078$177K0.0%+31.4%0.034%
1/18/2024 Trinity Wealth Management LLC200,793$3.35M2.0%+21.7%0.610%
1/16/2024 HBW Advisory Services LLC14,339$239K0.0%+14.0%0.044%
1/16/2024 Raymond James Financial Services Advisors Inc.387,188$6.46M0.0%-51.1%1.177%
1/16/2024 Raymond James & Associates609,697$10.18M0.0%+6.5%1.853%
1/12/2024 Register Financial Advisors LLC1,829$31K0.0%N/A0.006%
12/11/2023 Sunbelt Securities Inc.2,759$48K0.0%-84.7%0.008%
12/6/2023 Citigroup Inc.43,540$758K0.0%-4.6%0.132%
12/5/2023 TAP Consulting LLC144,533$2.52M0.6%+0.9%0.439%
12/1/2023B. Riley Wealth Advisors Inc.45,521$793K0.0%+2.9%0.138%
11/16/2023 VitalStone Financial LLC14,960$249K0.2%+1,949.3%0.045%
11/16/2023 Owen LaRue LLC47,500$827K0.9%N/A0.144%
11/16/2023Harbour Investments Inc.21,083$367K0.0%-28.3%0.064%
11/14/2023Trexquant Investment LP17,984$313K0.0%-57.9%0.055%
11/13/2023Stifel Financial Corp291,490$5.08M0.0%+6.4%0.886%
11/13/2023 LPL Financial LLC2,247,863$39.16M0.0%+11.8%6.832%
11/13/2023 RPg Family Wealth Advisory LLC25,236$440K0.2%+12.4%0.077%
11/13/2023IronBridge Private Wealth LLC189,592$3.30M1.8%N/A0.576%
11/13/2023 Envestnet Asset Management Inc.763,193$13.30M0.0%+97.8%2.320%
11/13/2023 Envestnet Portfolio Solutions Inc.21,412$373K0.0%N/A0.065%
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11/13/2023Kestra Advisory Services LLC192,416$3.35M0.0%-2.1%0.585%
11/13/2023 PNC Financial Services Group Inc.18,856$328K0.0%-6.9%0.057%
11/9/2023Navellier & Associates Inc.201,592$3.51M0.6%N/A0.613%
11/9/2023 Citigroup Inc.43,540$758K0.0%-4.6%0.132%
11/9/2023 UBS Group AG1,814,976$31.62M0.0%-4.8%5.517%
11/8/2023 HighTower Advisors LLC228,397$3.97M0.0%-4.7%0.694%
11/8/2023 D.A. Davidson & CO.531,694$9.26M0.1%+2,900.9%1.616%
11/8/2023 Janney Montgomery Scott LLC262,884$4.58M0.0%-4.4%0.799%
11/8/2023 Atria Wealth Solutions Inc.50,464$879K0.0%+46.4%0.153%
11/8/2023 tru Independence LLC15,116$263K0.1%+27.4%0.046%
(Data available from 1/1/2016 forward)

FXN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FXN shares?

During the previous two years, 204 institutional investors and hedge funds held shares of First Trust Energy AlphaDEX Fund. The most heavily invested institutionals were First Trust Advisors LP ($710.29M), Wells Fargo & Company MN ($47.66M), LPL Financial LLC ($39.16M), UBS Group AG ($31.61M), Bank of America Corp DE ($30.30M), Royal Bank of Canada ($15.79M), and O Dell Group LLC ($15.27M).Learn more on FXN's institutional investors.

Which institutional investors have been buying First Trust Energy AlphaDEX Fund stock?

Of the 165 institutional investors that purchased First Trust Energy AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: First Trust Advisors LP ($3.87M), LPL Financial LLC ($1.44M), Wells Fargo & Company MN ($931.24K), Private Advisor Group LLC ($895.56K), AE Wealth Management LLC ($813.32K), Bank of America Corp DE ($800.20K), and International Assets Investment Management LLC ($779.15K).

How much institutional buying is happening at First Trust Energy AlphaDEX Fund?

Institutional investors have bought a total of 23,246,742 shares in the last 24 months. This purchase volume represents approximately $378.94M in transactions.

Which First Trust Energy AlphaDEX Fund major shareholders have been selling company stock?

Of the 131 institutional investors that sold First Trust Energy AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Services Advisors Inc. ($2.75M), Raymond James & Associates ($1.64M), NewSquare Capital LLC ($1.60M), LPL Financial LLC ($1.54M), D.A. Davidson & CO. ($1.18M), Envestnet Asset Management Inc. ($989.28K), and Commonwealth Equity Services LLC ($876.09K).

How much institutional selling is happening at First Trust Energy AlphaDEX Fund?

Institutional investors have sold a total of 22,459,081 shares in the last 24 months. This volume of shares sold represents approximately $355.23M in transactions.


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This page (NYSEARCA:FXN) was last updated on 5/15/2024 by MarketBeat.com Staff

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