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First Trust Energy AlphaDEX Fund (FXN) Institutional Ownership

First Trust Energy AlphaDEX Fund logo
$17.89 -0.18 (-1.00%)
As of 04:10 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)
52
Total
Institutional Inflows
(last 12 months)
$143.53M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$55.62M
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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
1/21/2025PCG Wealth Advisors LLC320,815$5.24M1.9%+10.5%0.917%
1/17/2025 Janney Montgomery Scott LLC89,297$1.46M0.0%-51.0%0.255%
1/14/2025 SignalPoint Asset Management LLC20,493$335K0.1%-4.5%0.059%
1/10/2025 ORG Partners LLC2,000$33K0.0%N/A0.006%
11/25/2024Sanctuary Advisors LLC65,182$1.06M0.0%-4.8%0.186%
11/15/2024MML Investors Services LLC34,565$561K0.0%-39.4%0.099%
11/15/2024Stifel Financial Corp156,129$2.53M0.0%-27.8%0.446%
11/15/2024HighTower Advisors LLC162,519$2.64M0.0%+0.6%0.464%
11/15/2024Benjamin Edwards Inc.64,654$1.05M0.0%N/A0.185%
11/14/2024RPg Family Wealth Advisory LLC21,366$347K0.1%-12.9%0.061%
11/13/2024BNP Paribas Financial Markets248,000$4.02M0.0%+298,695.2%0.709%
11/13/2024Avestar Capital LLC341,393$5.54M0.6%-2.2%0.975%
11/13/2024D.A. Davidson & CO.200,228$3.25M0.0%-0.8%0.572%
11/8/2024Stonebridge Financial Planning Group LLC13,355$217K0.1%-30.4%0.038%
11/8/2024Prospera Private Wealth LLC5,400$88K0.0%N/A0.015%
11/8/2024Prospera Financial Services Inc48,020$779K0.0%-40.5%0.137%
11/5/2024Harbour Investments Inc.16,608$269K0.0%-31.3%0.047%
11/4/2024Sigma Planning Corp40,822$662K0.0%+6.2%0.117%
11/1/2024Crumly & 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%
10/28/2024Creative Financial Designs Inc. ADV6,421$104K0.0%+12.9%0.018%
10/25/2024Gateway Wealth Partners LLC43,995$714K0.2%-23.4%0.126%
10/23/2024Global 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%
10/16/2024PCG Wealth Advisors LLC290,315$4.71M1.8%-1.8%0.829%
10/15/2024NBC Securities Inc.26,652$432K0.0%-35.1%0.076%
10/10/2024JBR Co Financial Management Inc29,254$474K0.3%-3.8%0.084%
10/10/2024Concourse Financial Group Securities Inc.12,764$207K0.0%-6.4%0.036%
10/9/2024TAP Consulting LLC135,611$2.20M0.4%+2.4%0.387%
10/7/2024 SignalPoint Asset Management LLC21,449$348K0.1%-28.5%0.061%
9/23/2024Centaurus Financial Inc.21,498$391K0.0%-11.9%0.061%
9/5/2024Sanctuary Advisors LLC68,469$1.30M0.0%N/A0.196%
8/22/2024Cetera Investment Advisers180,319$3.28M0.0%-11.7%0.515%
8/19/2024B. Riley Wealth Advisors Inc.43,638$794K0.0%-4.1%0.125%
8/16/2024Gateway Wealth Partners LLC57,402$1.05M0.3%+3.9%0.164%
8/16/2024Northwestern Mutual Wealth Management Co.24,777$451K0.0%+6.8%0.071%
8/16/2024NewEdge Advisors LLC54,582$993K0.0%-27.2%0.156%
8/15/2024Millennium Management LLC160,276$2.92M0.0%+313.6%0.458%
8/14/2024Insigneo Advisory Services LLC13,700$249K0.0%-18.0%0.039%
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8/13/2024Thrivent Financial for Lutherans43,354$789K0.0%+4.5%0.124%
8/13/2024AE 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%
8/12/2024RPg Family Wealth Advisory LLC24,527$446K0.1%+8.9%0.070%
8/9/2024Moors & Cabot Inc.12,915$235K0.0%+4.9%0.037%
8/9/2024Spectrum Wealth Counsel LLC2,592$47K0.0%-21.3%0.007%
8/8/2024Envestnet Asset Management Inc.637,310$11.60M0.0%-22.7%1.821%
8/8/2024Stonebridge Financial Planning Group LLC19,188$349K0.2%-12.2%0.055%
8/8/2024LPL Financial LLC2,452,840$44.64M0.0%+5.6%7.008%
8/7/2024Ashton Thomas Private Wealth LLC2,972$54K0.0%N/A0.008%
8/6/2024TAP Consulting LLC132,409$2.41M0.5%+10.0%0.378%
8/5/2024Private Advisor Group LLC125,936$2.29M0.0%-2.0%0.360%
8/3/2024Crumly & Associates Inc.544,955$9.92M2.9%-6.0%1.557%
8/1/2024Waterfront 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%
7/29/2024Blackhawk Capital Partners LLC.17,624$321K0.2%-3.1%0.050%
7/26/2024Harbour Investments Inc.24,189$440K0.0%+8.6%0.069%
7/26/2024Cambridge Investment Research Advisors Inc.302,703$5.51M0.0%+6.4%0.865%
7/23/2024Concourse 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%
7/19/2024World Equity Group Inc.27,974$509K0.2%-76.2%0.080%
7/16/2024Envestnet Portfolio Solutions Inc.10,324$188K0.0%-62.2%0.029%
7/16/2024JBR Co Financial Management Inc30,404$553K0.4%-3.4%0.087%
7/16/2024PCG Wealth Advisors LLC295,769$5.38M2.3%+54.4%0.845%
7/13/2024HFG Advisors Inc.17,179$313K0.3%-10.4%0.049%
7/5/2024 HBW Advisory Services LLC10,366$189K0.0%-27.7%0.030%
6/28/2024Bright Futures Wealth Management LLC.10,925$199K0.1%N/A0.031%
5/24/2024Cetera Advisors LLC45,545$853K0.0%+41.1%0.130%
5/24/2024Cetera Investment Advisers204,115$3.82M0.0%+79.6%0.583%
5/17/2024Coppell Advisory Solutions Corp.68,672$1.29M0.2%N/A0.196%
5/16/2024B. Riley Wealth Advisors Inc.45,521$793K0.0%-10.2%0.130%
5/16/2024IronBridge Private Wealth LLC181,643$3.40M1.4%-2.3%0.519%
5/9/2024JBR Co Financial Management Inc31,464$589K0.5%-15.4%0.090%
5/8/2024Avantax Advisory Services Inc.45,179$846K0.0%-14.5%0.129%
5/6/2024Envestnet Portfolio Solutions Inc.27,305$511K0.0%+27.5%0.078%
5/6/2024VitalStone Financial LLC6,630$124K0.1%-56.0%0.019%
5/4/2024Geneos Wealth Management Inc.11,813$221K0.0%+219.7%0.034%
5/4/2024Csenge Advisory Group14,131$265K0.0%-68.0%0.040%
5/3/2024GSA Capital Partners LLP74,300$1.39M0.1%N/A0.213%
5/1/2024StoneX Group Inc.317,717$5.95M0.7%-14.4%0.909%
5/1/2024Blackhawk 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%
5/1/2024BNP Paribas Financial Markets100,500$1.88M0.0%+95.9%0.288%
4/30/2024Private 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%
4/26/2024Cottonwood Capital Advisors LLC21,488$402K0.3%-7.8%0.061%
4/25/2024Cambridge 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%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

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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%
4/17/2024 D.B. Root & Company LLC10,011$188K0.1%N/A0.030%
4/12/2024Global 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%
4/5/2024NBC 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%
(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, 170 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 131 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 19,844,909 shares in the last 24 months. This purchase volume represents approximately $333.82M in transactions.

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

Of the 104 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 20,143,683 shares in the last 24 months. This volume of shares sold represents approximately $322.59M in transactions.


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This page (NYSEARCA:FXN) was last updated on 1/21/2025 by MarketBeat.com Staff
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