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First Trust Energy AlphaDEX Fund (FXN) Institutional Ownership

First Trust Energy AlphaDEX Fund logo
$15.61 +0.08 (+0.52%)
As of 11:29 AM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Energy AlphaDEX Fund (NYSEARCA:FXN)

Number of
Institutional Buyers
(last 12 months)
55
Total
Institutional Inflows
(last 12 months)
$136.71M
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$59.79M
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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
7/18/2025Truist Financial Corp35,621$541K0.0%-14.2%0.200%
7/17/2025Janney Montgomery Scott LLC72,180$1.10M0.0%-6.5%0.402%
7/7/2025 Nova Wealth Management Inc.9,465$144K0.1%-32.0%0.053%
7/2/2025 Crumly & Associates Inc.194,856$2.96M0.7%-14.3%1.059%
5/29/2025 Nova Wealth Management Inc.13,919$230K0.2%-43.9%0.075%
5/21/2025Geneos Wealth Management Inc.13,035$215K0.0%+146.4%0.070%
5/16/2025Goldman Sachs Group Inc.105,304$1.74M0.0%+2.6%0.575%
5/16/2025Jones Financial Companies Lllp2,642$44K0.0%-93.2%0.014%
5/15/2025Royal Bank of Canada284,507$4.70M0.0%-9.3%1.470%
5/15/2025Calton & Associates Inc.11,081$183K0.0%N/A0.057%
5/14/2025Comerica Bank4,511$75K0.0%-40.2%0.023%
5/14/2025RPg Family Wealth Advisory LLC42,276$698K0.2%N/A0.218%
5/14/2025Northwestern Mutual Wealth Management Co.23,790$393K0.0%+5.3%0.123%
5/14/2025Kestra Advisory Services LLC64,114$1.06M0.0%-16.2%0.331%
5/14/2025Flow Traders U.S. LLC79,413$1.31M0.1%N/A0.410%
5/13/2025Moment Partners LLC82,524$1.36M0.3%-1.1%0.426%
5/13/2025Raymond James Financial Inc.605,170$10.00M0.0%-15.0%3.127%
5/13/2025HighTower Advisors LLC157,301$2.60M0.0%-1.4%0.813%
5/12/2025Benjamin Edwards Inc.42,322$699K0.0%-36.3%0.219%
5/9/2025Atria Wealth Solutions Inc.14,196$235K0.0%-18.3%0.073%
5/8/2025Harbour Investments Inc.10,721$177K0.0%-15.8%0.055%
5/7/2025LPL Financial LLC1,549,270$25.59M0.0%-13.5%8.007%
5/6/2025Cetera Investment Advisers121,079$2M0.0%-17.3%0.626%
5/6/2025Avantax Advisory Services Inc.29,238$483K0.0%+4.0%0.151%
5/5/2025IFP Advisors Inc6,245$103K0.0%-14.5%0.032%
5/5/2025OneAscent Financial Services LLC43,769$723K0.0%+3.1%0.226%
5/5/2025Calton & Associates Inc.25,725$425K0.1%N/A0.133%
5/5/2025Kestra Private Wealth Services LLC12,559$207K0.0%-19.3%0.065%
5/5/2025PCG Wealth Advisors LLC152,300$2.52M0.9%-52.5%0.787%
5/5/2025Private Advisor Group LLC102,929$1.70M0.0%+0.7%0.532%
5/2/2025Sigma Planning Corp34,433$569K0.0%-14.4%0.178%
5/1/2025Gateway Wealth Partners LLC28,164$465K0.1%-33.7%0.146%
4/30/2025Stratos Wealth Partners LTD.137,556$2.27M0.0%+9.4%0.711%
4/29/2025Envestnet Asset Management Inc.43,310$715K0.0%-49.9%0.224%
4/29/2025 Silver Oak Securities Incorporated10,141$166K0.0%-7.1%0.052%
4/28/2025D.A. Davidson & CO.11,257$186K0.0%-94.1%0.058%
4/25/2025Waterfront Wealth Inc.13,735$227K0.1%-6.1%0.068%
4/23/2025Golden State Wealth Management LLC3,006$50K0.0%+100.0%0.015%
4/23/2025Global Assets Advisory LLC68,295$1.13M0.2%+196.1%0.337%
4/22/2025Cambridge Investment Research Advisors Inc.110,039$1.82M0.0%-60.4%0.543%
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4/22/2025 Crumly & Associates Inc.227,426$3.76M1.0%-1.0%1.123%
4/21/2025JBR Co Financial Management Inc22,900$378K0.2%-22.7%0.113%
4/17/2025Janney Montgomery Scott LLC77,239$1.28M0.0%-13.5%0.381%
4/14/2025 Farther Finance Advisors LLC20,704$344K0.0%+3,080.3%0.102%
4/9/2025 NBC Securities Inc.18,575$306K0.0%+88,352.4%0.092%
3/12/2025Centaurus Financial Inc.23,472$384K0.0%+6.5%0.105%
2/25/2025 Armis Advisers LLC14,984$245K0.0%N/A0.043%
2/17/2025Cetera Investment Advisers146,393$2.39M0.0%-7.0%0.418%
2/17/2025Citadel Advisors LLC190,284$3.11M0.0%+29.3%0.544%
2/17/2025Baird Financial Group Inc.16,098$263K0.0%-56.4%0.046%
2/17/2025Bank of America Corp DE590,174$9.64M0.0%+4.9%1.686%
2/17/2025Benjamin Edwards Inc.66,456$1.09M0.0%+2.8%0.190%
2/17/2025BNP Paribas Financial Markets201,265$3.29M0.0%-18.8%0.575%
2/14/2025Jane Street Group LLC101,318$1.66M0.0%N/A0.289%
2/14/2025Marshall & Sterling Wealth Advisors Inc.96,510$1.58M1.1%N/A0.276%
2/14/2025Two Sigma Securities LLC30,474$498K0.1%-30.7%0.087%
2/14/2025Topsail Wealth Management LLC2,600$42K0.0%N/A0.007%
2/14/2025Coppell Advisory Solutions LLC4,649$75K0.0%-12.0%0.013%
2/14/2025Stifel Financial Corp95,951$1.57M0.0%-38.5%0.274%
2/14/2025Tower Research Capital LLC TRC 72,938$1.19M0.0%+36.6%0.208%
2/13/2025NewEdge Advisors LLC42,525$695K0.0%-7.5%0.122%
2/13/2025Envestnet Asset Management Inc.86,462$1.41M0.0%-86.3%0.247%
2/13/2025Wells Fargo & Company MN2,055,761$33.59M0.0%-2.3%5.874%
2/12/2025OneAscent Financial Services LLC42,434$693K0.1%N/A0.121%
2/12/2025StoneX Group Inc.19,901$325K0.0%-26.8%0.057%
2/12/2025Moment Partners LLC83,445$1.36M0.3%N/A0.238%
2/11/2025LPL Financial LLC1,790,772$29.26M0.0%-20.7%5.116%
2/11/2025TAP Consulting LLC137,939$2.25M0.5%+1.7%0.394%
2/10/2025Thrivent Financial for Lutherans44,134$768K0.0%+1.7%0.126%
2/10/2025Creative Financial Designs Inc. ADV1,885$31K0.0%-70.6%0.005%
2/10/2025Harbour Investments Inc.12,732$208K0.0%-23.3%0.036%
2/10/2025Commonwealth Equity Services LLC215,747$3.53M0.0%+0.7%0.616%
2/10/2025Avantax Advisory Services Inc.28,117$459K0.0%+29.1%0.080%
2/7/2025HighTower Advisors LLC159,496$2.61M0.0%-1.9%0.456%
2/7/2025Independent Advisor Alliance182,778$2.99M0.0%N/A0.522%
2/6/2025Vestmark Advisory Solutions Inc.314,373$5.14M0.2%+0.8%0.898%
2/6/2025Raymond James Financial Inc.711,683$11.63M0.0%N/A2.033%
2/6/2025Atria Investments Inc10,767$176K0.0%N/A0.031%
2/6/2025Steward Partners Investment Advisory LLC14,440$236K0.0%-20.4%0.041%
2/6/2025Jones Financial Companies Lllp38,733$633K0.0%+23.5%0.111%
2/3/2025 Crumly & Associates Inc.229,609$3.75M1.0%-10.9%0.656%
2/3/2025Waterfront Wealth Inc.14,635$239K0.1%-23.8%0.042%
2/3/2025Private Advisor Group LLC102,203$1.67M0.0%-19.2%0.292%
1/31/2025Global Retirement Partners LLC5,476$89K0.0%+23.4%0.016%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors15,417$252K0.0%N/A0.044%
1/31/2025Atria Wealth Solutions Inc.17,376$284K0.0%-48.1%0.050%
1/31/2025D.A. Davidson & CO.190,316$3.11M0.0%-5.0%0.544%
1/31/2025Truist Financial Corp42,097$688K0.0%+3.6%0.120%
1/31/2025Sanctuary Advisors LLC64,477$1.10M0.0%-1.1%0.184%
1/29/2025Avestar Capital LLC362,115$5.92M0.5%+6.1%1.035%
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1/29/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors15,417$252K0.0%N/A0.044%
1/28/2025Golden State Wealth Management LLC1,503$25K0.0%N/A0.004%
1/27/2025Stratos Wealth Partners LTD.125,681$2.05M0.0%+29.4%0.359%
1/24/2025HFG Advisors Inc.14,240$233K0.2%-17.1%0.041%
1/23/2025Gateway Wealth Partners LLC42,490$694K0.2%-3.4%0.121%
1/21/2025Geneos Wealth Management Inc.5,291$86K0.0%+43.5%0.015%
1/21/2025PCG Wealth Advisors LLC320,815$5.24M1.9%+10.5%0.917%
1/17/2025Janney Montgomery Scott LLC89,297$1.46M0.0%-51.0%0.255%
1/14/2025SignalPoint Asset Management LLC20,493$335K0.1%-4.5%0.059%
1/10/2025 ORG Partners LLC2,000$33K0.0%N/A0.006%
(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, 145 institutional investors and hedge funds held shares of First Trust Energy AlphaDEX Fund. The most heavily invested institutionals were International Assets Investment Management LLC ($102.87M), Wells Fargo & Company MN ($33.59M), UBS Group AG ($31.61M), LPL Financial LLC ($25.59M), Raymond James Financial Inc. ($10.00M), Bank of America Corp DE ($9.64M), and Osaic Holdings Inc. ($7.60M).Learn more on First Trust Energy AlphaDEX Fund's institutional investors.

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

Of the 100 institutional investors that purchased First Trust Energy AlphaDEX Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($6.63M), Raymond James Financial Inc. ($711.68K), Global Assets Advisory LLC ($514.61K), D.A. Davidson & CO. ($513.98K), Vestmark Advisory Solutions Inc. ($407.27K), Envestnet Asset Management Inc. ($377.29K), and LPL Financial LLC ($367.63K).

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

Institutional investors have bought a total of 8,364,033 shares in the last 24 months. This purchase volume represents approximately $136.71M in transactions.

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

Of the 58 institutional investors that sold First Trust Energy AlphaDEX Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($775.28K), LPL Financial LLC ($710.03K), Crumly & Associates Inc. ($384.60K), D.A. Davidson & CO. ($190.66K), PCG Wealth Advisors LLC ($173.97K), Cambridge Investment Research Advisors Inc. ($167.72K), and Janney Montgomery Scott LLC ($156.44K).

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

Institutional investors have sold a total of 3,596,890 shares in the last 24 months. This volume of shares sold represents approximately $59.79M in transactions.


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This page (NYSEARCA:FXN) was last updated on 7/18/2025 by MarketBeat.com Staff
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