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First Trust Energy AlphaDEX Fund (FXN) Institutional Ownership

First Trust Energy AlphaDEX Fund logo
$22.95 +0.36 (+1.59%)
Closing price 04:10 PM Eastern
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$22.95 0.00 (0.00%)
As of 07:34 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)
51
Total
Institutional Inflows
(last 12 months)
$732.07M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$44.87M
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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
8/12/2026 Compass Financial Management LLC18,562$376K0.0%N/A0.108%
7/9/2026 Crumly & Associates Inc.140,849$2.85M0.5%-27.1%0.734%
6/3/2026 NewEdge Advisors LLC684,027$15.36M0.1%+1,886.8%1.273%
5/19/2026 NewEdge Advisors LLC241,040$5.41M0.1%+600.1%0.448%
5/19/2026Bank of America Corp DE564,138$12.67M0.0%+39.0%1.050%
5/19/2026Centaurus Financial Inc.28,426$638K0.0%+4.3%0.053%
5/18/2026Royal Bank of Canada325,290$7.31M0.0%+131.2%0.605%
5/15/2026 Gateway Wealth Partners LLC12,072$271K0.0%+19.8%0.022%
5/13/2026 Cetera Investment Advisers112,966$2.54M0.0%+11.9%0.210%
5/13/2026 First Trust Advisors LP29,937,777$672.40M0.5%N/A55.698%
5/7/2026 Parallel Advisors LLC7,031$158K0.0%+440.8%0.013%
5/5/2026 D.A. Davidson & CO.251,057$5.64M0.0%+2,201.2%0.467%
5/5/2026 Ethos Financial Group LLC94,707$2.13M0.2%N/A0.176%
5/5/2026 Sanctuary 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%
3/17/2026 Rockefeller Capital Management L.P.4,795$79K0.0%+35.3%0.032%
3/9/2026 Corient Private Wealth LLC24,705$407K0.0%N/A0.166%
2/19/2026 Van Diest Capital LLC11,692$193K0.3%N/A0.079%
2/19/2026 Corient Private Wealth LLC24,705$407K0.0%N/A0.166%
2/18/2026 NewEdge Advisors LLC34,428$567K0.0%-10.7%0.232%
2/18/2026IHT Wealth Management LLC14,923$246K0.0%N/A0.100%
2/17/2026 Cetera 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%
2/17/2026 Silver Grove Financial Group Inc.2,368$39K0.0%N/A0.016%
2/16/2026 Arax Advisory Partners2,616$43K0.0%-99.8%0.018%
2/13/2026 Kestra Advisory Services LLC48,442$798K0.0%-4.4%0.326%
2/13/2026 Stifel Financial Corp92,667$1.53M0.0%+171.0%0.624%
2/13/2026 UBS 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%
2/13/2026 Summit Financial LLC172,025$2.83M0.0%-5.9%1.158%
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2/13/2026 RPg 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%
2/12/2026 Steward Partners Investment Advisory LLC5,785$95K0.0%-14.8%0.039%
2/11/2026 Gateway 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%
2/11/2026 LPL 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%
2/10/2026 REAP Financial Group LLC7,531$124K0.0%-23.5%0.051%
2/10/2026 Kesler Norman & Wride LLC43,224$712K0.1%+2.6%0.291%
2/10/2026 Hazlett Burt & Watson Inc.3,866$65K0.0%+22.1%0.026%
2/10/2026 Northwestern Mutual Wealth Management Co.10,145$167K0.0%-55.9%0.068%
2/9/2026 Harbour 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%
2/6/2026 Global Retirement Partners LLC6,480$107K0.0%-15.1%0.044%
2/6/2026 PNC Financial Services Group Inc.8,461$139K0.0%-10.1%0.057%
2/6/2026 HighTower Advisors LLC116,917$1.93M0.0%-2.5%0.787%
2/5/2026 AlphaCore Capital LLC1,868$31K0.0%N/A0.013%
2/5/2026 Northwestern Mutual Wealth Management Co.101,406$1.67M0.0%+341.1%0.683%
2/4/2026 Independent Advisor Alliance170,591$2.81M0.1%+4.5%1.149%
2/3/2026 Retirement Planning Group LLC18,222$300K0.0%+22.0%0.123%
2/3/2026 Navellier & 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%
1/29/2026 UBS 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%
1/1/2026 JPMorgan Chase & Co.4,272$70K0.0%N/A0.026%
11/20/2025Centaurus Financial Inc.24,217$395K0.0%-2.5%0.145%
11/17/2025 NewEdge Advisors LLC38,532$628K0.0%-10.4%0.231%
11/17/2025Susquehanna International Group LLP27,579$450K0.0%+125.7%0.165%
11/17/2025 Northwestern 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%
11/14/2025 Tower 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%
11/13/2025 Quadrature Capital Ltd222,036$3.62M0.0%+53.9%1.330%
11/13/2025 UBS Group AG402,407$6.56M0.0%-32.1%2.410%
11/13/2025 BNP 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%
11/12/2025 US Bancorp DE53,925$879K0.0%+33,603.1%0.323%
11/7/2025 JPMorgan Chase & Co.4,272$70K0.0%N/A0.026%
11/7/2025 Calton & Associates Inc.10,543$172K0.0%N/A0.063%
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11/7/2025 PNC Financial Services Group Inc.9,414$153K0.0%-6.7%0.056%
11/7/2025 HighTower Advisors LLC119,937$1.96M0.0%-3.2%0.718%
11/6/2025 1776 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%
11/6/2025 Navellier & Associates Inc.123,052$2.01M0.2%N/A0.737%
11/6/2025 Prospera Financial Services Inc45,443$741K0.0%-1.9%0.272%
11/6/2025 REAP 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%
11/4/2025 Hazlett Burt & Watson Inc.3,166$50K0.0%+116.0%0.019%


FXN Institutional Ownership - Frequently Asked Questions

During the previous two years, 121 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 88 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 32,966,488 shares in the last 24 months. This purchase volume represents approximately $732.07M in transactions.

Of the 42 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), LPL Financial LLC ($149.24K), Royal Bank of Canada ($117.99K), Bank of America Corp DE ($104.19K), and Crumly & Associates Inc. ($54.01K).

Institutional investors have sold a total of 2,722,411 shares in the last 24 months. This volume of shares sold represents approximately $44.87M in transactions.


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Institutional ownership data for NYSEARCA:FXN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
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