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First Trust Energy AlphaDEX Fund (FXN) Institutional Ownership

First Trust Energy AlphaDEX Fund logo
$16.16 +0.43 (+2.73%)
As of 06/13/2025 04:10 PM 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)
56
Total
Institutional Inflows
(last 12 months)
$138.81M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$59.50M
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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
5/29/2025 Nova Wealth Management Inc.13,919$230K0.2%-43.9%0.075%
5/21/2025 Geneos Wealth Management Inc.13,035$215K0.0%+146.4%0.070%
5/16/2025 Goldman Sachs Group Inc.105,304$1.74M0.0%+2.6%0.544%
5/16/2025 Jones Financial Companies Lllp2,642$44K0.0%-93.2%0.014%
5/15/2025 Royal Bank of Canada284,507$4.70M0.0%-9.3%1.470%
5/15/2025 Calton & Associates Inc.11,081$183K0.0%N/A0.057%
5/14/2025 Comerica Bank4,511$75K0.0%-40.2%0.023%
5/14/2025 RPg Family Wealth Advisory LLC42,276$698K0.2%N/A0.218%
5/14/2025 Northwestern Mutual Wealth Management Co.23,790$393K0.0%+5.3%0.123%
5/14/2025 Kestra Advisory Services LLC64,114$1.06M0.0%-16.2%0.331%
5/14/2025 Flow Traders U.S. LLC79,413$1.31M0.1%N/A0.410%
5/13/2025 Moment Partners LLC82,524$1.36M0.3%-1.1%0.426%
5/13/2025 Raymond James Financial Inc.605,170$10.00M0.0%-15.0%3.127%
5/13/2025 HighTower Advisors LLC157,301$2.60M0.0%-1.4%0.813%
5/12/2025 Benjamin Edwards Inc.42,322$699K0.0%-36.3%0.219%
5/9/2025 Atria Wealth Solutions Inc.14,196$235K0.0%-18.3%0.073%
5/8/2025 Harbour Investments Inc.10,721$177K0.0%-15.8%0.055%
5/7/2025 LPL Financial LLC1,549,270$25.59M0.0%-13.5%8.007%
5/6/2025 Cetera Investment Advisers121,079$2M0.0%-17.3%0.626%
5/6/2025 Avantax Advisory Services Inc.29,238$483K0.0%+4.0%0.151%
5/5/2025 IFP Advisors Inc6,245$103K0.0%-14.5%0.032%
5/5/2025 OneAscent Financial Services LLC43,769$723K0.0%+3.1%0.226%
5/5/2025 Calton & Associates Inc.25,725$425K0.1%N/A0.133%
5/5/2025 Kestra Private Wealth Services LLC12,559$207K0.0%-19.3%0.065%
5/5/2025 PCG Wealth Advisors LLC152,300$2.52M0.9%-52.5%0.787%
5/5/2025 Private Advisor Group LLC102,929$1.70M0.0%+0.7%0.532%
5/2/2025 Sigma Planning Corp34,433$569K0.0%-14.4%0.178%
5/1/2025 Gateway Wealth Partners LLC28,164$465K0.1%-33.7%0.146%
4/30/2025 Stratos Wealth Partners LTD.137,556$2.27M0.0%+9.4%0.711%
4/29/2025 Envestnet 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%
4/28/2025 D.A. Davidson & CO.11,257$186K0.0%-94.1%0.058%
4/25/2025 Waterfront Wealth Inc.13,735$227K0.1%-6.1%0.068%
4/23/2025 Golden State Wealth Management LLC3,006$50K0.0%+100.0%0.015%
4/23/2025 Global Assets Advisory LLC68,295$1.13M0.2%+196.1%0.337%
4/22/2025 Cambridge Investment Research Advisors Inc.110,039$1.82M0.0%-60.4%0.543%
4/22/2025 Crumly & Associates Inc.227,426$3.76M1.0%-1.0%1.123%
4/21/2025 JBR Co Financial Management Inc22,900$378K0.2%-22.7%0.113%
4/17/2025 Janney 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%
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4/9/2025 NBC Securities Inc.18,575$306K0.0%+88,352.4%0.092%
3/12/2025 Centaurus Financial Inc.23,472$384K0.0%+6.5%0.105%
2/25/2025 Armis Advisers LLC14,984$245K0.0%N/A0.043%
2/17/2025 Cetera Investment Advisers146,393$2.39M0.0%-7.0%0.418%
2/17/2025 Citadel Advisors LLC190,284$3.11M0.0%+29.3%0.544%
2/17/2025 Baird Financial Group Inc.16,098$263K0.0%-56.4%0.046%
2/17/2025 Bank of America Corp DE590,174$9.64M0.0%+4.9%1.686%
2/17/2025 Benjamin Edwards Inc.66,456$1.09M0.0%+2.8%0.190%
2/17/2025 BNP Paribas Financial Markets201,265$3.29M0.0%-18.8%0.575%
2/14/2025 Jane Street Group LLC101,318$1.66M0.0%N/A0.289%
2/14/2025 Marshall & Sterling Wealth Advisors Inc.96,510$1.58M1.1%N/A0.276%
2/14/2025 Two Sigma Securities LLC30,474$498K0.1%-30.7%0.087%
2/14/2025 Topsail Wealth Management LLC2,600$42K0.0%N/A0.007%
2/14/2025 Coppell Advisory Solutions LLC4,649$75K0.0%-12.0%0.013%
2/14/2025 Stifel Financial Corp95,951$1.57M0.0%-38.5%0.274%
2/14/2025 Tower Research Capital LLC TRC 72,938$1.19M0.0%+36.6%0.208%
2/13/2025 NewEdge Advisors LLC42,525$695K0.0%-7.5%0.122%
2/13/2025 Envestnet Asset Management Inc.86,462$1.41M0.0%-86.3%0.247%
2/13/2025 Wells Fargo & Company MN2,055,761$33.59M0.0%-2.3%5.874%
2/12/2025 OneAscent Financial Services LLC42,434$693K0.1%N/A0.121%
2/12/2025 StoneX Group Inc.19,901$325K0.0%-26.8%0.057%
2/12/2025 Moment Partners LLC83,445$1.36M0.3%N/A0.238%
2/11/2025 LPL Financial LLC1,790,772$29.26M0.0%-20.7%5.116%
2/11/2025TAP Consulting LLC137,939$2.25M0.5%+1.7%0.394%
2/10/2025 Thrivent Financial for Lutherans44,134$768K0.0%+1.7%0.126%
2/10/2025 Creative Financial Designs Inc. ADV1,885$31K0.0%-70.6%0.005%
2/10/2025 Harbour Investments Inc.12,732$208K0.0%-23.3%0.036%
2/10/2025 Commonwealth Equity Services LLC215,747$3.53M0.0%+0.7%0.616%
2/10/2025 Avantax Advisory Services Inc.28,117$459K0.0%+29.1%0.080%
2/7/2025 HighTower Advisors LLC159,496$2.61M0.0%-1.9%0.456%
2/7/2025 Independent Advisor Alliance182,778$2.99M0.0%N/A0.522%
2/6/2025 Vestmark Advisory Solutions Inc.314,373$5.14M0.2%+0.8%0.898%
2/6/2025 Raymond James Financial Inc.711,683$11.63M0.0%N/A2.033%
2/6/2025 Atria Investments Inc10,767$176K0.0%N/A0.031%
2/6/2025 Steward Partners Investment Advisory LLC14,440$236K0.0%-20.4%0.041%
2/6/2025 Jones 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%
2/3/2025 Waterfront Wealth Inc.14,635$239K0.1%-23.8%0.042%
2/3/2025 Private Advisor Group LLC102,203$1.67M0.0%-19.2%0.292%
1/31/2025Global Retirement Partners LLC5,476$89K0.0%+23.4%0.016%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors15,417$252K0.0%N/A0.044%
1/31/2025 Atria Wealth Solutions Inc.17,376$284K0.0%-48.1%0.050%
1/31/2025 D.A. Davidson & CO.190,316$3.11M0.0%-5.0%0.544%
1/31/2025 Truist Financial Corp42,097$688K0.0%+3.6%0.120%
1/31/2025Sanctuary Advisors LLC64,477$1.10M0.0%-1.1%0.184%
1/29/2025 Avestar Capital LLC362,115$5.92M0.5%+6.1%1.035%
1/29/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors15,417$252K0.0%N/A0.044%
1/28/2025 Golden State Wealth Management LLC1,503$25K0.0%N/A0.004%
1/27/2025 Stratos Wealth Partners LTD.125,681$2.05M0.0%+29.4%0.359%
1/24/2025 HFG Advisors Inc.14,240$233K0.2%-17.1%0.041%
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You can get all the details here.
1/23/2025 Gateway Wealth Partners LLC42,490$694K0.2%-3.4%0.121%
1/21/2025 Geneos Wealth Management Inc.5,291$86K0.0%+43.5%0.015%
1/21/2025 PCG Wealth Advisors LLC320,815$5.24M1.9%+10.5%0.917%
1/17/2025 Janney 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%
11/25/2024Sanctuary Advisors LLC65,182$1.06M0.0%-4.8%0.186%
11/15/2024 MML Investors Services LLC34,565$561K0.0%-39.4%0.099%
11/15/2024 Stifel Financial Corp156,129$2.53M0.0%-27.8%0.446%
11/15/2024 HighTower Advisors LLC162,519$2.64M0.0%+0.6%0.464%
(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 FXN's institutional investors.

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

Of the 101 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: 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 13,736,808 shares in the last 24 months. This purchase volume represents approximately $229.41M in transactions.

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

Of the 98 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: LPL Financial LLC ($1.68M), Envestnet Asset Management Inc. ($1.10M), D.A. Davidson & CO. ($808.15K), Raymond James & Associates ($729.30K), Raymond James Financial Services Advisors Inc. ($719.09K), Wells Fargo & Company MN ($558.39K), and Truist Financial Corp ($534.98K).

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

Institutional investors have sold a total of 11,851,433 shares in the last 24 months. This volume of shares sold represents approximately $193.58M in transactions.


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This page (NYSEARCA:FXN) was last updated on 6/16/2025 by MarketBeat.com Staff
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