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First Trust Energy AlphaDEX Fund (FXN) Institutional Ownership

First Trust Energy AlphaDEX Fund logo
$22.04 +0.05 (+0.23%)
Closing price 07/24/2026 04:10 PM Eastern
Extended Trading
$22.14 +0.10 (+0.45%)
As of 07/24/2026 05:41 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for First Trust Energy AlphaDEX Fund (NYSEARCA:FXN)

Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$733.99M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$47.59M
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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
7/9/2026 Crumly & Associates Inc.140,849$2.85M0.5%-27.1%0.734%
6/3/2026NewEdge Advisors LLC684,027$15.36M0.1%+1,886.8%1.273%
5/19/2026NewEdge 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%
5/15/2026Gateway Wealth Partners LLC12,072$271K0.0%+19.8%0.022%
5/13/2026Cetera Investment Advisers112,966$2.54M0.0%+11.9%0.210%
5/13/2026First Trust Advisors LP29,937,777$672.40M0.5%N/A55.698%
5/7/2026Parallel Advisors LLC7,031$158K0.0%+440.8%0.013%
5/5/2026D.A. Davidson & CO.251,057$5.64M0.0%+2,201.2%0.467%
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%
5/1/2026Fifth Third Bancorp13,640$306K0.0%N/A0.025%
4/30/2026Kestra 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%
4/22/2026Janney Montgomery Scott LLC107,794$2.42M0.0%+37.8%0.199%
4/22/2026 Realta Investment Advisors32,616$733K0.3%N/A0.060%
4/22/2026Merkkuri Wealth Advisors LLC3,852$87K0.1%N/A0.007%
4/20/2026 MinichMacGregor Wealth Management LLC30,862$693K0.1%N/A0.057%
4/20/2026Davis 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%
2/13/2026Kestra 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%
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2/12/2026Jane Street Group LLC40,092$660K0.0%N/A0.270%
2/12/2026Commonwealth 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%
2/11/2026Janney 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%
2/11/2026Hilton Head Capital Partners LLC7,777$128K0.1%N/A0.052%
2/10/2026REAP Financial Group LLC7,531$124K0.0%-23.5%0.051%
2/10/2026 Kesler 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%
2/9/2026Global 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%
2/3/2026Retirement Planning Group LLC18,222$300K0.0%+22.0%0.123%
2/3/2026Navellier & Associates Inc.88,835$1.46M0.2%-27.8%0.598%
2/2/2026Truist 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%
1/20/2026Stratos 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%
11/13/2025PCG 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%
11/13/2025Private 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%
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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%
11/6/2025Stratos 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%
11/5/2025Envestnet 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%


FXN Institutional Ownership - Frequently Asked Questions

During the previous two years, 125 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 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: 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 44 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 2,901,744 shares in the last 24 months. This volume of shares sold represents approximately $47.59M in transactions.


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This page (NYSEARCA:FXN) was last updated on 7/25/2026 by MarketBeat.com Staff.
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