First Trust Energy AlphaDEX Fund (FXN) Institutional Ownership

$21.00 -0.55 (-2.57%)

As of 09:50 AM Eastern

Number of Institutional Buyers (last 12 months): 52
Total Institutional Inflows (last 12 months): $733.99M

Number of Institutional Sellers (last 12 months): 46
Total Institutional Outflows (last 12 months): $47.92M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
6/3/2026	NewEdge Advisors LLC	684,027	$15.36M	0.1%	+1,886.8%	1.273%
5/19/2026	NewEdge Advisors LLC	241,040	$5.41M	0.1%	+600.1%	0.448%
5/19/2026	Bank of America Corp DE	564,138	$12.67M	0.0%	+39.0%	1.050%
5/19/2026	Centaurus Financial Inc.	28,426	$638K	0.0%	+4.3%	0.053%
5/18/2026	Royal Bank of Canada	325,290	$7.31M	0.0%	+131.2%	0.605%
5/15/2026	Gateway Wealth Partners LLC	12,072	$271K	0.0%	+19.8%	0.022%
5/13/2026	Cetera Investment Advisers	112,966	$2.54M	0.0%	+11.9%	0.210%
5/13/2026	First Trust Advisors LP	29,937,777	$672.40M	0.5%	N/A	55.698%
5/7/2026	Parallel Advisors LLC	7,031	$158K	0.0%	+440.8%	0.013%
5/5/2026	D.A. Davidson & CO.	251,057	$5.64M	0.0%	+2,201.2%	0.467%
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5/5/2026	Ethos Financial Group LLC	94,707	$2.13M	0.2%	N/A	0.176%
5/5/2026	Sanctuary Advisors LLC	34,154	$767K	0.0%	+3.1%	0.064%
5/1/2026	Fifth Third Bancorp	13,640	$306K	0.0%	N/A	0.025%
4/30/2026	Kestra Advisory Services LLC	51,123	$1.15M	0.0%	+5.5%	0.095%
4/27/2026	Sound Income Strategies LLC	3,575	$78K	0.0%	+53.4%	0.007%
4/22/2026	Janney Montgomery Scott LLC	107,794	$2.42M	0.0%	+37.8%	0.199%
4/22/2026	Realta Investment Advisors	32,616	$733K	0.3%	N/A	0.060%
4/22/2026	Merkkuri Wealth Advisors LLC	3,852	$87K	0.1%	N/A	0.007%
4/20/2026	MinichMacGregor Wealth Management LLC	30,862	$693K	0.1%	N/A	0.057%
4/20/2026	Davis Investment Partners LLC	58,397	$1.31M	0.5%	N/A	0.108%
4/20/2026	Trust Co. of Oklahoma	28,487	$640K	0.2%	N/A	0.053%
3/17/2026	Rockefeller Capital Management L.P.	4,795	$79K	0.0%	+35.3%	0.032%
3/9/2026	Corient Private Wealth LLC	24,705	$407K	0.0%	N/A	0.166%
2/19/2026	Van Diest Capital LLC	11,692	$193K	0.3%	N/A	0.079%
2/19/2026	Corient Private Wealth LLC	24,705	$407K	0.0%	N/A	0.166%
2/18/2026	NewEdge Advisors LLC	34,428	$567K	0.0%	-10.7%	0.232%
2/18/2026	IHT Wealth Management LLC	14,923	$246K	0.0%	N/A	0.100%
2/17/2026	Cetera Investment Advisers	100,961	$1.66M	0.0%	-6.8%	0.680%
2/17/2026	Osaic Holdings Inc.	106,338	$1.75M	0.0%	-29.8%	0.716%
2/17/2026	&PARTNERS	17,821	$294K	0.0%	-14.2%	0.120%
2/17/2026	Royal Bank of Canada	140,671	$2.32M	0.0%	-45.6%	0.947%
2/17/2026	Silver Grove Financial Group Inc.	2,368	$39K	0.0%	N/A	0.016%
2/16/2026	Arax Advisory Partners	2,616	$43K	0.0%	-99.8%	0.018%
2/13/2026	Kestra Advisory Services LLC	48,442	$798K	0.0%	-4.4%	0.326%
2/13/2026	Stifel Financial Corp	92,667	$1.53M	0.0%	+171.0%	0.624%
2/13/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	1,705	$28K	0.0%	N/A	0.011%
2/13/2026	Wells Fargo & Company MN	1,137,331	$18.73M	0.0%	-4.0%	7.659%
2/13/2026	Summit Financial LLC	172,025	$2.83M	0.0%	-5.9%	1.158%
2/13/2026	RPg Family Wealth Advisory LLC	30,964	$510K	0.1%	N/A	0.209%
2/12/2026	Jane Street Group LLC	40,092	$660K	0.0%	N/A	0.270%
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2/12/2026	Commonwealth Equity Services LLC	85,105	$1.40M	0.0%	-13.3%	0.573%
2/12/2026	Steward Partners Investment Advisory LLC	5,785	$95K	0.0%	-14.8%	0.039%
2/11/2026	Gateway Wealth Partners LLC	10,078	$166K	0.0%	-14.6%	0.068%
2/11/2026	Janney Montgomery Scott LLC	78,209	$1.29M	0.0%	+10.8%	0.527%
2/11/2026	LPL Financial LLC	1,245,990	$20.52M	0.0%	-10.7%	8.391%
2/11/2026	Hilton Head Capital Partners LLC	7,777	$128K	0.1%	N/A	0.052%
2/10/2026	REAP Financial Group LLC	7,531	$124K	0.0%	-23.5%	0.051%
2/10/2026	Kesler Norman & Wride LLC	43,224	$712K	0.1%	+2.6%	0.291%
2/10/2026	Hazlett Burt & Watson Inc.	3,866	$65K	0.0%	+22.1%	0.026%
2/10/2026	Northwestern Mutual Wealth Management Co.	10,145	$167K	0.0%	-55.9%	0.068%
2/9/2026	Harbour Investments Inc.	3,549	$58K	0.0%	-18.2%	0.024%
2/9/2026	Global Assets Advisory LLC	27,301	$450K	0.1%	-4.3%	0.184%
2/9/2026	Prospera Financial Services Inc	37,305	$614K	0.0%	-17.9%	0.251%
2/6/2026	Global Retirement Partners LLC	6,480	$107K	0.0%	-15.1%	0.044%
2/6/2026	PNC Financial Services Group Inc.	8,461	$139K	0.0%	-10.1%	0.057%
2/6/2026	HighTower Advisors LLC	116,917	$1.93M	0.0%	-2.5%	0.787%
2/5/2026	AlphaCore Capital LLC	1,868	$31K	0.0%	N/A	0.013%
2/5/2026	Northwestern Mutual Wealth Management Co.	101,406	$1.67M	0.0%	+341.1%	0.683%
2/4/2026	Independent Advisor Alliance	170,591	$2.81M	0.1%	+4.5%	1.149%
2/3/2026	Retirement Planning Group LLC	18,222	$300K	0.0%	+22.0%	0.123%
2/3/2026	Navellier & Associates Inc.	88,835	$1.46M	0.2%	-27.8%	0.598%
2/2/2026	Truist Financial Corp	27,040	$445K	0.0%	-4.2%	0.182%
1/29/2026	Comerica Bank	4,253	$70K	0.0%	-42.2%	0.029%
1/29/2026	UBS Group AG	384,123	$6.33M	0.0%	-4.5%	2.595%
1/23/2026	Farther Finance Advisors LLC	20,088	$331K	0.0%	-3.1%	0.135%
1/21/2026	Sound Income Strategies LLC	2,331	$40K	0.0%	N/A	0.016%
1/20/2026	Stratos Wealth Partners LTD.	83,403	$1.37M	0.0%	-22.1%	0.560%
1/14/2026	Nova Wealth Management Inc.	6,293	$104K	0.1%	-27.9%	0.042%
1/6/2026	JBR Co Financial Management Inc	17,509	$288K	0.1%	-14.5%	0.111%
1/1/2026	JPMorgan Chase & Co.	4,272	$70K	0.0%	N/A	0.026%
11/20/2025	Centaurus Financial Inc.	24,217	$395K	0.0%	-2.5%	0.145%
11/17/2025	NewEdge Advisors LLC	38,532	$628K	0.0%	-10.4%	0.231%
11/17/2025	Susquehanna International Group LLP	27,579	$450K	0.0%	+125.7%	0.165%
11/17/2025	Northwestern Mutual Wealth Management Co.	22,991	$375K	0.0%	-6.3%	0.138%
11/17/2025	Flow Traders U.S. LLC	62,435	$1.02M	0.0%	-10.0%	0.374%
11/17/2025	Citadel Advisors LLC	12,715	$207K	0.0%	-35.5%	0.076%
11/17/2025	Bank of America Corp DE	423,374	$6.90M	0.0%	-17.5%	2.535%
11/14/2025	Raymond James Financial Inc.	434,575	$7.08M	0.0%	-8.9%	2.602%
11/14/2025	Tower Research Capital LLC TRC	96,295	$1.57M	0.0%	+18.1%	0.577%
11/14/2025	Comerica Bank	7,360	$120K	0.0%	+65.2%	0.044%
11/13/2025	PCG Wealth Advisors LLC	146,422	$2.39M	0.7%	-2.1%	0.877%
11/13/2025	Quadrature Capital Ltd	222,036	$3.62M	0.0%	+53.9%	1.330%
11/13/2025	UBS Group AG	402,407	$6.56M	0.0%	-32.1%	2.410%
11/13/2025	BNP Paribas Financial Markets	199,226	$3.25M	0.0%	-69.4%	1.193%
11/13/2025	Private Advisor Group LLC	86,309	$1.41M	0.0%	-7.4%	0.517%
11/12/2025	US Bancorp DE	53,925	$879K	0.0%	+33,603.1%	0.323%
11/7/2025	JPMorgan Chase & Co.	4,272	$70K	0.0%	N/A	0.026%
11/7/2025	Calton & Associates Inc.	10,543	$172K	0.0%	N/A	0.063%
11/7/2025	PNC Financial Services Group Inc.	9,414	$153K	0.0%	-6.7%	0.056%
11/7/2025	HighTower Advisors LLC	119,937	$1.96M	0.0%	-3.2%	0.718%
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11/6/2025	1776 Wealth LLC	16,400	$267K	0.1%	-18.4%	0.098%
11/6/2025	Stratos Wealth Partners LTD.	107,128	$1.75M	0.0%	-11.5%	0.641%
11/6/2025	Navellier & Associates Inc.	123,052	$2.01M	0.2%	N/A	0.737%
11/6/2025	Prospera Financial Services Inc	45,443	$741K	0.0%	-1.9%	0.272%
11/6/2025	REAP Financial Group LLC	9,843	$160K	0.0%	+33.6%	0.059%
11/5/2025	Envestnet Asset Management Inc.	51,112	$833K	0.0%	+6.6%	0.306%
11/4/2025	Jones Financial Companies Lllp	27,860	$468K	0.0%	+10.5%	0.167%
11/4/2025	Hazlett Burt & Watson Inc.	3,166	$50K	0.0%	+116.0%	0.019%
11/4/2025	Independent Advisor Alliance	163,179	$2.66M	0.1%	+4.2%	0.977%
11/3/2025	AE Wealth Management LLC	15,124	$247K	0.0%	-10.2%	0.091%

FXN Institutional Ownership - Frequently Asked Questions

During the previous two years, 129 institutional investors and hedge funds held shares of First Trust Energy AlphaDEX Fund. The most heavily invested institutionals were First Trust Advisors LP ($672.40M), International Assets Investment Management LLC ($102.87M), LPL Financial LLC ($20.52M), Wells Fargo & Company MN ($18.73M), NewEdge Advisors LLC ($15.36M), Bank of America Corp DE ($12.67M), and Royal Bank of Canada ($7.31M).Learn more on First Trust Energy AlphaDEX Fund's institutional investors.

Of the 95 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: First Trust Advisors LP ($29.94M), International Assets Investment Management LLC ($5.85M), NewEdge Advisors LLC ($856.21K), BNP Paribas Financial Markets ($797.92K), Raymond James Financial Inc. ($711.68K), D.A. Davidson & CO. ($240.15K), and Jane Street Group LLC ($219.04K).

Institutional investors have bought a total of 33,098,718 shares in the last 24 months. This purchase volume represents approximately $733.99M in transactions.

Of the 46 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), UBS Group AG ($208.31K), Raymond James Financial Inc. ($170.60K), LPL Financial LLC ($149.24K), Royal Bank of Canada ($117.99K), and Bank of America Corp DE ($104.19K).

Institutional investors have sold a total of 2,940,948 shares in the last 24 months. This volume of shares sold represents approximately $47.92M in transactions.

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This page (NYSEARCA:FXN) was last updated on 6/15/2026 by MarketBeat.com Staff.

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First Trust Energy AlphaDEX Fund (FXN) Institutional Ownership

FXN Institutional Buying and Selling by Quarter

First Trust Energy AlphaDEX Fund Major Shareholders & Ownership History

FXN Institutional Ownership - Frequently Asked Questions

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First Trust Energy AlphaDEX Fund (FXN) Institutional Ownership

Institutional Ownership Changes (13F Filings) for First Trust Energy AlphaDEX Fund (NYSEARCA:FXN)

FXN Institutional Buying and Selling by Quarter

First Trust Energy AlphaDEX Fund Major Shareholders & Ownership History

FXN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FXN shares?

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

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

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

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

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