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First Trust Energy AlphaDEX Fund (FXN) Institutional Ownership

First Trust Energy AlphaDEX Fund logo
$15.59 +0.18 (+1.17%)
(As of 12/20/2024 04:33 PM 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)
55
Total
Institutional Inflows
(last 12 months)
$144.32M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$60.91M
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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
11/25/2024 Sanctuary Advisors LLC65,182$1.06M0.0%-4.8%0.186%
11/15/2024 MML Investors Services LLC34,565$561K0.0%-39.4%0.099%
11/15/2024 Stifel Financial Corp156,129$2.53M0.0%-27.8%0.446%
11/15/2024 HighTower Advisors LLC162,519$2.64M0.0%+0.6%0.464%
11/15/2024 Benjamin Edwards Inc.64,654$1.05M0.0%N/A0.185%
11/14/2024 RPg Family Wealth Advisory LLC21,366$347K0.1%-12.9%0.061%
11/13/2024 BNP Paribas Financial Markets248,000$4.02M0.0%+298,695.2%0.709%
11/13/2024 Avestar Capital LLC341,393$5.54M0.6%-2.2%0.975%
11/13/2024 D.A. Davidson & CO.200,228$3.25M0.0%-0.8%0.572%
11/8/2024 Stonebridge Financial Planning Group LLC13,355$217K0.1%-30.4%0.038%
11/8/2024 Prospera Private Wealth LLC5,400$88K0.0%N/A0.015%
11/8/2024 Prospera Financial Services Inc48,020$779K0.0%-40.5%0.137%
11/5/2024 Harbour Investments Inc.16,608$269K0.0%-31.3%0.047%
11/4/2024 Sigma Planning Corp40,822$662K0.0%+6.2%0.117%
11/1/2024 Crumly & Associates Inc.257,589$4.18M1.2%-52.7%0.736%
10/29/2024 Janney Montgomery Scott LLC182,257$2.96M0.0%-20.3%0.521%
10/28/2024 Creative Financial Designs Inc. ADV6,421$104K0.0%+12.9%0.018%
10/25/2024 Gateway Wealth Partners LLC43,995$714K0.2%-23.4%0.126%
10/23/2024 Global Assets Advisory LLC23,649$391K0.2%N/A0.068%
10/22/2024 International Assets Investment Management LLC5,862,831$102.87M0.0%+39,553.9%16.751%
10/18/2024Raymond James & Associates376,559$6.11M0.0%+5.8%1.076%
10/16/2024 PCG Wealth Advisors LLC290,315$4.71M1.8%-1.8%0.829%
10/15/2024 NBC Securities Inc.26,652$432K0.0%-35.1%0.076%
10/10/2024 JBR Co Financial Management Inc29,254$474K0.3%-3.8%0.084%
10/10/2024 Concourse Financial Group Securities Inc.12,764$207K0.0%-6.4%0.036%
10/9/2024 TAP Consulting LLC135,611$2.20M0.4%+2.4%0.387%
10/7/2024 SignalPoint Asset Management LLC21,449$348K0.1%-28.5%0.061%
9/23/2024 Centaurus Financial Inc.21,498$391K0.0%-11.9%0.061%
9/5/2024 Sanctuary Advisors LLC68,469$1.30M0.0%N/A0.196%
8/22/2024 Cetera Investment Advisers180,319$3.28M0.0%-11.7%0.515%
8/19/2024 B. Riley Wealth Advisors Inc.43,638$794K0.0%-4.1%0.125%
8/16/2024 Gateway Wealth Partners LLC57,402$1.05M0.3%+3.9%0.164%
8/16/2024 Northwestern Mutual Wealth Management Co.24,777$451K0.0%+6.8%0.071%
8/16/2024 NewEdge Advisors LLC54,582$993K0.0%-27.2%0.156%
8/15/2024 Millennium Management LLC160,276$2.92M0.0%+313.6%0.458%
8/14/2024 Insigneo Advisory Services LLC13,700$249K0.0%-18.0%0.039%
8/13/2024 Thrivent Financial for Lutherans43,354$789K0.0%+4.5%0.124%
8/13/2024 AE Wealth Management LLC16,336$297K0.0%-19.5%0.047%
8/13/2024Benjamin F. Edwards & Company Inc.63,895$1.16M0.0%-18.0%0.183%
8/12/2024 RPg Family Wealth Advisory LLC24,527$446K0.1%+8.9%0.070%
2025 could be “worse than the dot-com bust”, says man who predicted 2008 banking crisis (Ad)

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8/9/2024 Moors & Cabot Inc.12,915$235K0.0%+4.9%0.037%
8/9/2024 Spectrum Wealth Counsel LLC2,592$47K0.0%-21.3%0.007%
8/8/2024 Envestnet Asset Management Inc.637,310$11.60M0.0%-22.7%1.821%
8/8/2024 Stonebridge Financial Planning Group LLC19,188$349K0.2%-12.2%0.055%
8/8/2024 LPL Financial LLC2,452,840$44.64M0.0%+5.6%7.008%
8/7/2024 Ashton Thomas Private Wealth LLC2,972$54K0.0%N/A0.008%
8/6/2024 TAP Consulting LLC132,409$2.41M0.5%+10.0%0.378%
8/5/2024 Private Advisor Group LLC125,936$2.29M0.0%-2.0%0.360%
8/3/2024 Crumly & Associates Inc.544,955$9.92M2.9%-6.0%1.557%
8/1/2024 Waterfront Wealth Inc.14,905$271K0.1%N/A0.043%
7/31/2024Commonwealth Equity Services LLC301,007$5.48M0.0%+2.8%0.860%
7/30/2024 International Assets Investment Management LLC14,785$269K0.0%-37.1%0.042%
7/29/2024 Blackhawk Capital Partners LLC.17,624$321K0.2%-3.1%0.050%
7/26/2024 Harbour Investments Inc.24,189$440K0.0%+8.6%0.069%
7/26/2024 Cambridge Investment Research Advisors Inc.302,703$5.51M0.0%+6.4%0.865%
7/23/2024 Concourse Financial Group Securities Inc.13,632$248K0.0%+371.9%0.039%
7/19/2024Raymond James & Associates355,908$6.48M0.0%-23.0%1.017%
7/19/2024 World Equity Group Inc.27,974$509K0.2%-76.2%0.080%
7/16/2024 Envestnet Portfolio Solutions Inc.10,324$188K0.0%-62.2%0.029%
7/16/2024 JBR Co Financial Management Inc30,404$553K0.4%-3.4%0.087%
7/16/2024 PCG Wealth Advisors LLC295,769$5.38M2.3%+54.4%0.845%
7/13/2024 HFG Advisors Inc.17,179$313K0.3%-10.4%0.049%
7/5/2024 HBW Advisory Services LLC10,366$189K0.0%-27.7%0.030%
6/28/2024 Bright Futures Wealth Management LLC.10,925$199K0.1%N/A0.031%
5/24/2024Cetera Advisors LLC45,545$853K0.0%+41.1%0.130%
5/24/2024 Cetera Investment Advisers204,115$3.82M0.0%+79.6%0.583%
5/17/2024Coppell Advisory Solutions Corp.68,672$1.29M0.2%N/A0.196%
5/16/2024 B. Riley Wealth Advisors Inc.45,521$793K0.0%-10.2%0.130%
5/16/2024 IronBridge Private Wealth LLC181,643$3.40M1.4%-2.3%0.519%
5/9/2024 JBR Co Financial Management Inc31,464$589K0.5%-15.4%0.090%
5/8/2024 Avantax Advisory Services Inc.45,179$846K0.0%-14.5%0.129%
5/6/2024 Envestnet Portfolio Solutions Inc.27,305$511K0.0%+27.5%0.078%
5/6/2024 VitalStone Financial LLC6,630$124K0.1%-56.0%0.019%
5/4/2024 Geneos Wealth Management Inc.11,813$221K0.0%+219.7%0.034%
5/4/2024 Csenge Advisory Group14,131$265K0.0%-68.0%0.040%
5/3/2024 GSA Capital Partners LLP74,300$1.39M0.1%N/A0.213%
5/1/2024 StoneX Group Inc.317,717$5.95M0.7%-14.4%0.909%
5/1/2024 Blackhawk Capital Partners LLC.18,184$341K0.2%-4.3%0.052%
5/1/2024 Janney Montgomery Scott LLC233,812$4.38M0.0%-5.6%0.669%
5/1/2024 BNP Paribas Financial Markets100,500$1.88M0.0%+95.9%0.288%
4/30/2024 Private Advisor Group LLC128,467$2.41M0.0%+43.7%0.368%
4/29/2024Commonwealth Equity Services LLC292,920$5.49M0.0%+62.2%0.838%
4/29/2024Benjamin F. Edwards & Company Inc.77,926$1.46M0.0%+2.4%0.223%
4/26/2024 Cottonwood Capital Advisors LLC21,488$402K0.3%-7.8%0.061%
4/25/2024 Cambridge Investment Research Advisors Inc.284,431$5.33M0.0%-17.8%0.814%
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%
4/19/2024 PCG Wealth Advisors LLC191,578$3.59M1.7%+2.8%0.582%
4/18/2024 Iams Wealth Management LLC18,585$348K0.2%+8.2%0.056%
4/17/2024 D.B. Root & Company LLC10,011$188K0.1%N/A0.030%
2025 could be “worse than the dot-com bust”, says man who predicted 2008 banking crisis (Ad)

Dan is sharing his latest work with the public. Because what he's tracking right now, he says, is too serious to keep private.

Click here to see Dan's full warning to the public.
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%
3/22/2024 PNC Financial Services Group Inc.16,942$283K0.0%-10.2%0.051%
3/15/2024 B. Riley Wealth Advisors Inc.50,688$846K0.0%+11.4%0.154%
2/12/2024 IronBridge Private Wealth LLC185,937$3.10M1.5%-1.9%0.565%
2/12/2024 StoneX Group Inc.371,164$6.21M0.8%-0.2%1.128%
2/12/2024 Avestar Capital LLC271,008$4.52M0.5%-1.4%0.824%
2/9/2024 Cambridge Investment Research Advisors Inc.346,073$5.78M0.0%-7.5%1.052%
(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, 173 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), International Assets Investment Management LLC ($102.87M), Wells Fargo & Company MN ($47.66M), LPL Financial LLC ($44.64M), UBS Group AG ($31.61M), Advisor Group Holdings Inc. ($13.09M), and Envestnet Asset Management Inc. ($11.60M).Learn more on FXN's institutional investors.

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

Of the 136 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: International Assets Investment Management LLC ($6.63M), First Trust Advisors LP ($2.06M), LPL Financial LLC ($1.57M), AE Wealth Management LLC ($755.93K), Wells Fargo & Company MN ($656.73K), D.A. Davidson & CO. ($513.98K), and Envestnet Asset Management Inc. ($513.75K).

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

Institutional investors have bought a total of 20,171,065 shares in the last 24 months. This purchase volume represents approximately $339.42M in transactions.

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

Of the 106 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. ($2.54M), Raymond James & Associates ($1.75M), LPL Financial LLC ($1.51M), Envestnet Asset Management Inc. ($1.14M), D.A. Davidson & CO. ($1.13M), NewSquare Capital LLC ($982.96K), 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 20,101,194 shares in the last 24 months. This volume of shares sold represents approximately $321.93M in transactions.


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This page (NYSEARCA:FXN) was last updated on 12/22/2024 by MarketBeat.com Staff
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