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First Trust Energy AlphaDEX Fund (FXN) Institutional Ownership

First Trust Energy AlphaDEX Fund logo
$22.69 +0.01 (+0.04%)
Closing price 04:10 PM Eastern
Extended Trading
$22.73 +0.04 (+0.16%)
As of 06:30 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)
48
Total
Institutional Inflows
(last 12 months)
$31.19M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$56.13M
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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
5/5/2026Ethos Financial Group LLC94,707$2.13M0.2%N/A0.176%
5/5/2026Sanctuary Advisors LLC34,154$767K0.0%+3.1%0.064%
5/1/2026 Fifth Third Bancorp13,640$306K0.0%N/A0.025%
4/30/2026 Kestra Advisory Services LLC51,123$1.15M0.0%+5.5%0.095%
4/27/2026 Sound Income Strategies LLC3,575$78K0.0%+53.4%0.007%
4/22/2026 Janney Montgomery Scott LLC107,794$2.42M0.0%+37.8%0.199%
4/22/2026 Realta Investment Advisors32,616$733K0.3%N/A0.060%
4/22/2026 Merkkuri Wealth Advisors LLC3,852$87K0.1%N/A0.007%
4/20/2026 MinichMacGregor Wealth Management LLC30,862$693K0.1%N/A0.057%
4/20/2026 Davis Investment Partners LLC58,397$1.31M0.5%N/A0.108%
4/20/2026 Trust Co. of Oklahoma28,487$640K0.2%N/A0.053%
3/17/2026Rockefeller Capital Management L.P.4,795$79K0.0%+35.3%0.032%
3/9/2026Corient Private Wealth LLC24,705$407K0.0%N/A0.166%
2/19/2026Van Diest Capital LLC11,692$193K0.3%N/A0.079%
2/19/2026Corient Private Wealth LLC24,705$407K0.0%N/A0.166%
2/18/2026NewEdge Advisors LLC34,428$567K0.0%-10.7%0.232%
2/18/2026IHT Wealth Management LLC14,923$246K0.0%N/A0.100%
2/17/2026Cetera Investment Advisers100,961$1.66M0.0%-6.8%0.680%
2/17/2026Osaic Holdings Inc.106,338$1.75M0.0%-29.8%0.716%
2/17/2026&PARTNERS17,821$294K0.0%-14.2%0.120%
2/17/2026Royal Bank of Canada140,671$2.32M0.0%-45.6%0.947%
2/17/2026Silver Grove Financial Group Inc.2,368$39K0.0%N/A0.016%
2/16/2026Arax Advisory Partners2,616$43K0.0%-99.8%0.018%
2/13/2026 Kestra Advisory Services LLC48,442$798K0.0%-4.4%0.326%
2/13/2026Stifel Financial Corp92,667$1.53M0.0%+171.0%0.624%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,705$28K0.0%N/A0.011%
2/13/2026Wells Fargo & Company MN1,137,331$18.73M0.0%-4.0%7.659%
2/13/2026Summit Financial LLC172,025$2.83M0.0%-5.9%1.158%
2/13/2026RPg Family Wealth Advisory LLC30,964$510K0.1%N/A0.209%
2/12/2026Jane Street Group LLC40,092$660K0.0%N/A0.270%
2/12/2026 Commonwealth Equity Services LLC85,105$1.40M0.0%-13.3%0.573%
2/12/2026Steward Partners Investment Advisory LLC5,785$95K0.0%-14.8%0.039%
2/11/2026Gateway Wealth Partners LLC10,078$166K0.0%-14.6%0.068%
2/11/2026 Janney Montgomery Scott LLC78,209$1.29M0.0%+10.8%0.527%
2/11/2026LPL Financial LLC1,245,990$20.52M0.0%-10.7%8.391%
2/11/2026 Hilton Head Capital Partners LLC7,777$128K0.1%N/A0.052%
2/10/2026REAP Financial Group LLC7,531$124K0.0%-23.5%0.051%
2/10/2026Kesler Norman & Wride LLC43,224$712K0.1%+2.6%0.291%
2/10/2026Hazlett Burt & Watson Inc.3,866$65K0.0%+22.1%0.026%
2/10/2026Northwestern Mutual Wealth Management Co.10,145$167K0.0%-55.9%0.068%
2/9/2026Harbour Investments Inc.3,549$58K0.0%-18.2%0.024%
2/9/2026 Global Assets Advisory LLC27,301$450K0.1%-4.3%0.184%
2/9/2026 Prospera Financial Services Inc37,305$614K0.0%-17.9%0.251%
2/6/2026Global Retirement Partners LLC6,480$107K0.0%-15.1%0.044%
2/6/2026PNC Financial Services Group Inc.8,461$139K0.0%-10.1%0.057%
2/6/2026HighTower Advisors LLC116,917$1.93M0.0%-2.5%0.787%
2/5/2026AlphaCore Capital LLC1,868$31K0.0%N/A0.013%
2/5/2026Northwestern Mutual Wealth Management Co.101,406$1.67M0.0%+341.1%0.683%
2/4/2026Independent Advisor Alliance170,591$2.81M0.1%+4.5%1.149%
2/3/2026 Retirement Planning Group LLC18,222$300K0.0%+22.0%0.123%
2/3/2026Navellier & Associates Inc.88,835$1.46M0.2%-27.8%0.598%
2/2/2026 Truist Financial Corp27,040$445K0.0%-4.2%0.182%
1/29/2026Comerica Bank4,253$70K0.0%-42.2%0.029%
1/29/2026UBS Group AG384,123$6.33M0.0%-4.5%2.595%
1/23/2026 Farther Finance Advisors LLC20,088$331K0.0%-3.1%0.135%
1/21/2026 Sound Income Strategies LLC2,331$40K0.0%N/A0.016%
1/20/2026 Stratos Wealth Partners LTD.83,403$1.37M0.0%-22.1%0.560%
1/14/2026 Nova Wealth Management Inc.6,293$104K0.1%-27.9%0.042%
1/6/2026 JBR Co Financial Management Inc17,509$288K0.1%-14.5%0.111%
1/1/2026JPMorgan Chase & Co.4,272$70K0.0%N/A0.026%
11/20/2025Centaurus Financial Inc.24,217$395K0.0%-2.5%0.145%
11/17/2025NewEdge Advisors LLC38,532$628K0.0%-10.4%0.231%
11/17/2025Susquehanna International Group LLP27,579$450K0.0%+125.7%0.165%
11/17/2025Northwestern Mutual Wealth Management Co.22,991$375K0.0%-6.3%0.138%
11/17/2025Flow Traders U.S. LLC62,435$1.02M0.0%-10.0%0.374%
11/17/2025Citadel Advisors LLC12,715$207K0.0%-35.5%0.076%
11/17/2025Bank of America Corp DE423,374$6.90M0.0%-17.5%2.535%
11/14/2025Raymond James Financial Inc.434,575$7.08M0.0%-8.9%2.602%
11/14/2025Tower Research Capital LLC TRC 96,295$1.57M0.0%+18.1%0.577%
11/14/2025Comerica Bank7,360$120K0.0%+65.2%0.044%
11/13/2025 PCG Wealth Advisors LLC146,422$2.39M0.7%-2.1%0.877%
11/13/2025Quadrature Capital Ltd222,036$3.62M0.0%+53.9%1.330%
11/13/2025UBS Group AG402,407$6.56M0.0%-32.1%2.410%
11/13/2025BNP Paribas Financial Markets199,226$3.25M0.0%-69.4%1.193%
11/13/2025 Private Advisor Group LLC86,309$1.41M0.0%-7.4%0.517%
11/12/2025US Bancorp DE53,925$879K0.0%+33,603.1%0.323%
11/7/2025JPMorgan Chase & Co.4,272$70K0.0%N/A0.026%
11/7/2025Calton & Associates Inc.10,543$172K0.0%N/A0.063%
11/7/2025PNC Financial Services Group Inc.9,414$153K0.0%-6.7%0.056%
11/7/2025HighTower Advisors LLC119,937$1.96M0.0%-3.2%0.718%
11/6/20251776 Wealth LLC16,400$267K0.1%-18.4%0.098%
11/6/2025 Stratos Wealth Partners LTD.107,128$1.75M0.0%-11.5%0.641%
11/6/2025Navellier & Associates Inc.123,052$2.01M0.2%N/A0.737%
11/6/2025 Prospera Financial Services Inc45,443$741K0.0%-1.9%0.272%
11/6/2025REAP Financial Group LLC9,843$160K0.0%+33.6%0.059%
11/5/2025 Envestnet Asset Management Inc.51,112$833K0.0%+6.6%0.306%
11/4/2025Jones Financial Companies Lllp27,860$468K0.0%+10.5%0.167%
11/4/2025Hazlett Burt & Watson Inc.3,166$50K0.0%+116.0%0.019%
11/4/2025Independent Advisor Alliance163,179$2.66M0.1%+4.2%0.977%
11/3/2025AE Wealth Management LLC15,124$247K0.0%-10.2%0.091%
11/3/2025 Crumly & Associates Inc.193,220$3.15M0.7%-0.8%1.157%
11/3/2025 Truist Financial Corp28,224$460K0.0%-20.8%0.169%
10/31/2025 OneAscent Financial Services LLC44,824$731K0.1%+5.2%0.268%
10/29/2025 Wealth Enhancement Advisory Services LLC11,345$186K0.0%N/A0.067%
10/27/2025 Retirement Planning Group LLC14,940$244K0.0%N/A0.088%
10/23/2025Benjamin Edwards Inc.36,417$594K0.0%-14.0%0.215%
10/22/2025Geneos Wealth Management Inc.5,590$91K0.0%-58.3%0.033%
10/14/2025 JBR Co Financial Management Inc20,484$334K0.1%-7.9%0.120%
10/7/2025 Nova Wealth Management Inc.8,734$142K0.1%-7.7%0.051%
9/4/2025Osaic Holdings Inc.152,098$2.31M0.0%-1.5%0.879%


FXN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FXN shares?

During the previous two years, 131 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), LPL Financial LLC ($20.52M), Wells Fargo & Company MN ($18.73M), Raymond James Financial Inc. ($7.08M), Bank of America Corp DE ($6.90M), UBS Group AG ($6.33M), and Raymond James & Associates ($6.11M).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 93 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 ($5.85M), BNP Paribas Financial Markets ($797.92K), Raymond James Financial Inc. ($711.68K), Jane Street Group LLC ($219.04K), Independent Advisor Alliance ($196.77K), Quadrature Capital Ltd ($137.52K), and PCG Wealth Advisors LLC ($134.69K).

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

Institutional investors have bought a total of 1,846,228 shares in the last 24 months. This purchase volume represents approximately $31.19M in transactions.

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

Of the 49 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: Arax Advisory Partners ($1.28M), BNP Paribas Financial Markets ($451.97K), LPL Financial LLC ($390.74K), Raymond James Financial Inc. ($277.11K), UBS Group AG ($208.31K), Royal Bank of Canada ($147.01K), and Bank of America Corp DE ($104.19K).

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

Institutional investors have sold a total of 3,438,138 shares in the last 24 months. This volume of shares sold represents approximately $56.13M in transactions.


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This page (NYSEARCA:FXN) was last updated on 5/5/2026 by MarketBeat.com Staff.
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