First Trust Energy AlphaDEX Fund (FXN) Institutional Ownership $14.60 +0.02 (+0.14%) As of 05/23/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for First Trust Energy AlphaDEX Fund (NYSEARCA:FXN)Number ofInstitutional Buyers(last 12 months)56TotalInstitutional Inflows(last 12 months)$138.81MNumber ofInstitutional Sellers(last 12 months)58TotalInstitutional Outflows(last 12 months)$59.32M Get FXN Insider Trade Alerts Want to know when executives and insiders are buying or selling First Trust Energy AlphaDEX Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data FXN Institutional Buying and Selling by Quarter First Trust Energy AlphaDEX Fund Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/21/2025 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% Get the Latest News and Ratings for FXN and Related StocksEnter your email address below to receive the latest news and analysts' ratings for First Trust Energy AlphaDEX Fund and its competitors with MarketBeat's FREE daily newsletter. 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% 4/9/2025 NBC Securities Inc.18,575$306K0.0%+88,352.4%0.092% The Trump Dump is starting; Get out of stocks now? (Ad)The first 365 days of the Trump presidency… Will be the best time to get rich in American history.If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a3/12/2025 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% 1/23/2025 Gateway Wealth Partners LLC42,490$694K0.2%-3.4%0.121% The Trump Dump is starting; Get out of stocks now? (Ad)The first 365 days of the Trump presidency… Will be the best time to get rich in American history.If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a1/21/2025 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% 11/15/2024 Benjamin Edwards Inc.64,654$1.05M0.0%N/A0.185% (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 102 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 13,742,587 shares in the last 24 months. This purchase volume represents approximately $229.50M in transactions. Which First Trust Energy AlphaDEX Fund major shareholders have been selling company stock? Of the 97 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 11,840,561 shares in the last 24 months. This volume of shares sold represents approximately $193.40M in transactions. Related Companies ENFR Major Shareholders DRLL Major Shareholders GUSH Major Shareholders FCG Major Shareholders NUKZ Major Shareholders ERX Major Shareholders MLPB Major Shareholders UMI Major Shareholders EIPX Major Shareholders AMZA Major Shareholders This page (NYSEARCA:FXN) was last updated on 5/25/2025 by MarketBeat.com Staff From Our PartnersGold Hits New Highs as Global Markets SpiralWhen Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...Premier Gold Co | SponsoredWhite House to reset Social Security?Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...Altimetry | SponsoredBuffett’s favorite chart just hit 209% – here’s what that means for goldA Historic Gold Announcement Is About to Rock Wall Street For months, sharp-eyed analysts have watched the ...Golden Portfolio | SponsoredA grave, grave error.I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...Porter & Company | SponsoredIs President Trump Lying To You With This?President Trump’s economic transition isn’t without hardship. But what if there were a smart, tax-free way to ...Colonial Metals | SponsoredTrump’s Bitcoin Reserve is No Accident…Bitcoin's supply is being drained at unprecedented rates, but while most investors focus solely on Bitcoin, th...Crypto 101 Media | SponsoredTrump Exec Order 14179 is wealth “gift” to good Americans?Is President Trump’s Executive Order 14179… A secret way to restore wealth for good citizens? If you’ve ...Paradigm Press | SponsoredThis Signal Only Flashes Once Every 4 Years – And It Just TriggeredThis same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...Crypto Swap Profits | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding First Trust Energy AlphaDEX Fund Please log in to your account or sign up in order to add this asset to your watchlist. Share First Trust Energy AlphaDEX Fund With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.