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First Trust Energy AlphaDEX Fund (FXN) Institutional Ownership

First Trust Energy AlphaDEX Fund logo
$14.41 +0.28 (+1.98%)
As of 05/2/2025 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)
$139.44M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$49.58M
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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
5/2/2025 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%
3/12/2025Centaurus Financial Inc.23,472$384K0.0%+6.5%0.105%
2/25/2025Armis 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%
2/14/2025 Topsail 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%
2/13/2025 Envestnet 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%
2/10/2025 Creative Financial Designs Inc. ADV1,885$31K0.0%-70.6%0.005%
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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%
2/3/2025 Waterfront 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%
1/31/2025 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%
1/29/2025Avestar Capital LLC362,115$5.92M0.5%+6.1%1.035%
1/29/2025C2P 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%
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%
1/17/2025 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%
11/15/2024MML Investors Services LLC34,565$561K0.0%-39.4%0.099%
11/15/2024Stifel Financial Corp156,129$2.53M0.0%-27.8%0.446%
11/15/2024HighTower Advisors LLC162,519$2.64M0.0%+0.6%0.464%
11/15/2024Benjamin Edwards Inc.64,654$1.05M0.0%N/A0.185%
11/14/2024RPg Family Wealth Advisory LLC21,366$347K0.1%-12.9%0.061%
11/13/2024BNP Paribas Financial Markets248,000$4.02M0.0%+298,695.2%0.709%
11/13/2024Avestar Capital LLC341,393$5.54M0.6%-2.2%0.975%
11/13/2024 D.A. Davidson & CO.200,228$3.25M0.0%-0.8%0.572%
11/8/2024Stonebridge Financial Planning Group LLC13,355$217K0.1%-30.4%0.038%
11/8/2024 Prospera Private Wealth LLC5,400$88K0.0%N/A0.015%
11/8/2024Prospera Financial Services Inc48,020$779K0.0%-40.5%0.137%
11/5/2024Harbour Investments Inc.16,608$269K0.0%-31.3%0.047%
11/4/2024 Sigma Planning Corp40,822$662K0.0%+6.2%0.117%
11/1/2024 Crumly & Associates Inc.257,589$4.18M1.2%-52.7%0.736%
10/29/2024 Janney Montgomery Scott LLC182,257$2.96M0.0%-20.3%0.521%
10/28/2024 Creative Financial Designs Inc. ADV6,421$104K0.0%+12.9%0.018%
10/25/2024 Gateway Wealth Partners LLC43,995$714K0.2%-23.4%0.126%
10/23/2024 Global Assets Advisory LLC23,649$391K0.2%N/A0.068%
10/22/2024 International Assets Investment Management LLC5,862,831$102.87M0.0%+39,553.9%16.751%
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10/18/2024Raymond James & Associates376,559$6.11M0.0%+5.8%1.076%
10/16/2024PCG Wealth Advisors LLC290,315$4.71M1.8%-1.8%0.829%
10/15/2024 NBC Securities Inc.26,652$432K0.0%-35.1%0.076%
10/10/2024 JBR Co Financial Management Inc29,254$474K0.3%-3.8%0.084%
10/10/2024Concourse Financial Group Securities Inc.12,764$207K0.0%-6.4%0.036%
10/9/2024TAP Consulting LLC135,611$2.20M0.4%+2.4%0.387%
10/7/2024SignalPoint Asset Management LLC21,449$348K0.1%-28.5%0.061%
9/23/2024Centaurus Financial Inc.21,498$391K0.0%-11.9%0.061%
9/5/2024Sanctuary Advisors LLC68,469$1.30M0.0%N/A0.196%
8/22/2024Cetera Investment Advisers180,319$3.28M0.0%-11.7%0.515%
(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, 150 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 ($29.26M), Raymond James Financial Inc. ($11.63M), Good Life Advisors LLC ($10.91M), and Bank of America Corp DE ($9.64M).Learn more on FXN's institutional investors.

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

Of the 108 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. ($448.31K), 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 14,010,083 shares in the last 24 months. This purchase volume represents approximately $233.48M in transactions.

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

Of the 96 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 ($1.98M), Envestnet Asset Management Inc. ($1.73M), Commonwealth Equity Services LLC ($876.09K), D.A. Davidson & CO. ($808.15K), NewEdge Advisors LLC ($737.67K), Raymond James & Associates ($729.30K), and Raymond James Financial Services Advisors Inc. ($719.09K).

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

Institutional investors have sold a total of 14,175,871 shares in the last 24 months. This volume of shares sold represents approximately $228.98M in transactions.


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This page (NYSEARCA:FXN) was last updated on 5/4/2025 by MarketBeat.com Staff
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