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First Trust Energy AlphaDEX Fund (FXN) Institutional Ownership

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$18.76
+0.14 (+0.75%)
(As of 04/23/2024 ET)
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Institutional Ownership Changes (13F Filings) for First Trust Energy AlphaDEX Fund (NYSEARCA:FXN)

Number of
Institutional Buyers
(last 12 months)
73
Total
Institutional Inflows
(last 12 months)
$91.03M
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$208.17M
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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
4/23/2024Raymond James Financial Services Advisors Inc.313,330$5.87M0.0%-19.1%0.897%
4/22/2024Raymond James & Associates462,045$8.65M0.0%-24.2%1.322%
4/19/2024PCG Wealth Advisors LLC191,578$3.59M1.7%+2.8%0.582%
4/18/2024Iams Wealth Management LLC18,585$348K0.2%+8.2%0.056%
4/17/2024D.B. Root & Company LLC10,011$188K0.1%N/A0.030%
4/12/2024 Global Assets Advisory LLC446,020$8.35M0.0%+1,786.0%1.356%
4/11/2024 International Assets Investment Management LLC23,517$444K0.0%-37.1%0.071%
4/11/2024 SignalPoint Asset Management LLC21,529$403K0.1%-4.6%0.065%
4/5/2024 NBC Securities Inc.44,455$832K0.1%-16.1%0.135%
3/22/2024PNC Financial Services Group Inc.16,942$283K0.0%-10.2%0.051%
3/15/2024B. Riley Wealth Advisors Inc.50,688$846K0.0%+11.4%0.154%
2/12/2024IronBridge Private Wealth LLC185,937$3.10M1.5%-1.9%0.565%
2/12/2024StoneX Group Inc.371,164$6.21M0.8%-0.2%1.128%
2/12/2024Avestar Capital LLC271,008$4.52M0.5%-1.4%0.824%
2/9/2024Cambridge Investment Research Advisors Inc.346,073$5.78M0.0%-7.5%1.052%
2/9/2024Assetmark Inc.2,490$42K0.0%+53.6%0.008%
2/9/2024Trexquant Investment LP35,183$587K0.0%+95.6%0.107%
2/9/2024D.A. Davidson & CO.203,085$3.39M0.0%-61.8%0.617%
2/9/2024Wells Fargo & Company MN2,855,810$47.66M0.0%-15.2%8.680%
2/9/2024Gladstone Institutional Advisory LLC14,907$249K0.0%+23.7%0.045%
2/9/2024UBS Group AG1,893,927$31.61M0.0%+4.3%5.757%
2/9/2024PNC Financial Services Group Inc.16,942$283K0.0%-10.2%0.051%
2/8/2024Financial Advocates Investment Management58,987$985K0.1%-58.7%0.179%
2/8/2024Navellier & Associates Inc.211,589$3.53M0.5%+5.0%0.643%
2/8/2024Janney Montgomery Scott LLC247,712$4.13M0.0%-5.8%0.753%
2/7/2024Avantax Advisory Services Inc.52,816$882K0.0%-28.2%0.161%
2/7/2024 NBC Securities Inc.52,988$884K0.1%-4.5%0.161%
2/7/2024BNP Paribas Financial Markets51,310$856K0.0%-74.5%0.156%
2/7/2024Calton & Associates Inc.10,100$169K0.1%N/A0.031%
2/7/2024Iams Wealth Management LLC17,177$287K0.2%-19.5%0.052%
2/6/2024Private Advisor Group LLC89,374$1.49M0.0%-12.0%0.272%
2/6/2024Vestmark Advisory Solutions Inc.404,651$6.75M0.3%+6.5%1.230%
2/6/2024Benjamin F. Edwards & Company Inc.76,075$1.27M0.0%-4.6%0.231%
2/6/2024Benjamin Edwards Inc.4,000$67K0.0%+1,841.7%0.012%
2/5/2024Mach 1 Financial Group LLC11,006$184K0.1%-39.4%0.033%
2/5/2024Stonebridge Financial Planning Group LLC28,079$469K0.3%-53.5%0.085%
2/5/2024Kestra Private Wealth Services LLC23,570$393K0.0%-80.8%0.072%
2/5/2024Silver Oak Securities Incorporated10,776$180K0.0%N/A0.033%
2/2/2024Truist Financial Corp44,025$735K0.0%-86.5%0.134%
2/2/2024TAP Consulting LLC124,982$2.09M0.5%-13.5%0.380%
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2/2/2024Atria Wealth Solutions Inc.53,905$900K0.0%+6.8%0.164%
2/1/2024Monument Capital Management32,677$545K0.2%+14.2%0.099%
2/1/2024MCF Advisors LLC2,500$42K0.0%N/A0.008%
2/1/2024Sigma Planning Corp42,101$703K0.1%-55.7%0.128%
1/30/2024PCG Wealth Advisors LLC186,282$3.11M1.7%+4.9%0.566%
1/29/2024Crumly & Associates Inc.583,062$9.73M2.8%+12.3%1.772%
1/25/2024 International Assets Investment Management LLC37,365$624K0.0%N/A0.114%
1/24/2024Stratos Wealth Partners LTD.96,075$1.60M0.0%+75.4%0.292%
1/24/2024 International Assets Investment Management LLC623,617$10.41M0.0%N/A1.895%
1/24/2024Private Trust Co. NA2,432$41K0.0%-55.4%0.007%
1/23/2024RPg Family Wealth Advisory LLC27,686$462K0.2%+9.7%0.084%
1/22/2024Secure Asset Management LLC18,800$314K0.1%+18.7%0.057%
1/19/2024Blackhawk Capital Partners LLC.18,996$317K0.2%-9.7%0.058%
1/19/2024PFG Advisors11,625$194K0.0%-15.0%0.035%
1/18/2024Global Retirement Partners LLC11,078$177K0.0%+31.4%0.034%
1/18/2024Trinity Wealth Management LLC200,793$3.35M2.0%+21.7%0.610%
1/16/2024HBW Advisory Services LLC14,339$239K0.0%+14.0%0.044%
1/16/2024Raymond James Financial Services Advisors Inc.387,188$6.46M0.0%-51.1%1.177%
1/16/2024Raymond James & Associates609,697$10.18M0.0%+6.5%1.853%
1/12/2024Register Financial Advisors LLC1,829$31K0.0%N/A0.006%
12/11/2023Sunbelt Securities Inc.2,759$48K0.0%-84.7%0.008%
12/6/2023Citigroup Inc.43,540$758K0.0%-4.6%0.132%
12/5/2023TAP Consulting LLC144,533$2.52M0.6%+0.9%0.439%
12/1/2023B. Riley Wealth Advisors Inc.45,521$793K0.0%+2.9%0.138%
11/16/2023VitalStone Financial LLC14,960$249K0.2%+1,949.3%0.045%
11/16/2023Owen LaRue LLC47,500$827K0.9%N/A0.144%
11/16/2023Harbour Investments Inc.21,083$367K0.0%-28.3%0.064%
11/14/2023Trexquant Investment LP17,984$313K0.0%-57.9%0.055%
11/13/2023Stifel Financial Corp291,490$5.08M0.0%+6.4%0.886%
11/13/2023LPL Financial LLC2,247,863$39.16M0.0%+11.8%6.832%
11/13/2023RPg Family Wealth Advisory LLC25,236$440K0.2%+12.4%0.077%
11/13/2023IronBridge Private Wealth LLC189,592$3.30M1.8%N/A0.576%
11/13/2023Envestnet Asset Management Inc.763,193$13.30M0.0%+97.8%2.320%
11/13/2023Envestnet Portfolio Solutions Inc.21,412$373K0.0%N/A0.065%
11/13/2023Kestra Advisory Services LLC192,416$3.35M0.0%-2.1%0.585%
11/13/2023PNC Financial Services Group Inc.18,856$328K0.0%-6.9%0.057%
11/9/2023Navellier & Associates Inc.201,592$3.51M0.6%N/A0.613%
11/9/2023Citigroup Inc.43,540$758K0.0%-4.6%0.132%
11/9/2023UBS Group AG1,814,976$31.62M0.0%-4.8%5.517%
11/8/2023HighTower Advisors LLC228,397$3.97M0.0%-4.7%0.694%
11/8/2023D.A. Davidson & CO.531,694$9.26M0.1%+2,900.9%1.616%
11/8/2023Janney Montgomery Scott LLC262,884$4.58M0.0%-4.4%0.799%
11/8/2023Atria Wealth Solutions Inc.50,464$879K0.0%+46.4%0.153%
11/8/2023tru Independence LLC15,116$263K0.1%+27.4%0.046%
11/8/2023Avantax Advisory Services Inc.73,550$1.28M0.0%-2.9%0.224%
11/8/2023Stonebridge Financial Planning Group LLC60,358$1.05M0.6%-26.6%0.183%
11/8/2023Kestra Private Wealth Services LLC122,976$2.14M0.1%-2.2%0.374%
11/7/2023Prosperity Financial Group Inc.14,879$259K0.2%-92.1%0.045%
11/6/2023Sigma Planning Corp95,014$1.66M0.1%+7.8%0.289%
11/6/2023L.M. Kohn & Company21,745$379K0.1%N/A0.066%
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11/6/2023Vestmark Advisory Solutions Inc.379,866$6.62M0.5%N/A1.155%
11/4/2023 NBC Securities Inc.55,508$966K0.1%N/A0.169%
11/3/2023Private Advisor Group LLC101,528$1.77M0.0%+45.1%0.309%
11/2/2023Crumly & Associates Inc.519,401$9.05M3.6%+17.5%1.579%
11/1/2023Csenge Advisory Group50,622$882K0.1%-14.7%0.154%
11/1/2023Orion Portfolio Solutions LLC16,364$285K0.0%+39.4%0.050%
10/31/2023Triumph Capital Management61,159$1.07M0.5%N/A0.186%
10/27/2023Financial Advocates Investment Management142,816$2.49M0.2%+1.3%0.434%
10/26/2023 Park Avenue Securities LLC16,374$285K0.0%N/A0.050%
10/25/2023Concourse Financial Group Securities Inc.2,695$47K0.0%-44.3%0.008%
(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, 209 institutional investors and hedge funds held shares of First Trust Energy AlphaDEX Fund. The most heavily invested institutionals were First Trust Advisors LP ($710.29M), Wells Fargo & Company MN ($47.66M), LPL Financial LLC ($39.16M), UBS Group AG ($31.61M), Bank of America Corp DE ($30.30M), Royal Bank of Canada ($15.79M), and O Dell Group LLC ($15.27M).Learn more on FXN's institutional investors.

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

Of the 173 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: First Trust Advisors LP ($42.02M), Raymond James Financial Services Advisors Inc. ($2.62M), NewSquare Capital LLC ($1.60M), LPL Financial LLC ($1.44M), D.A. Davidson & CO. ($1.36M), Envestnet Asset Management Inc. ($974.88K), and O Dell Group LLC ($974.14K).

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

Institutional investors have bought a total of 70,524,323 shares in the last 24 months. This purchase volume represents approximately $1.13B in transactions.

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

Of the 133 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: Raymond James Financial Services Advisors Inc. ($2.75M), Raymond James & Associates ($1.64M), NewSquare Capital LLC ($1.60M), LPL Financial LLC ($1.54M), D.A. Davidson & CO. ($1.18M), Envestnet Asset Management Inc. ($989.28K), and Commonwealth Equity Services LLC ($876.09K).

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

Institutional investors have sold a total of 22,558,294 shares in the last 24 months. This volume of shares sold represents approximately $356.30M in transactions.


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This page (NYSEARCA:FXN) was last updated on 4/23/2024 by MarketBeat.com Staff

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