Free Trial
→ “This Changes Everything” - Trump Hands Millions Massive IRS Gift (From Colonial Metals) (Ad) Free FXN Stock Alerts

First Trust Energy AlphaDEX Fund (FXN) Institutional Ownership

First Trust Energy AlphaDEX Fund logo
$17.98 +0.25 (+1.41%)
(As of 02:55 PM ET)
Compare

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)
$144.37M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$61.16M
Get FXN Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Energy AlphaDEX Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FXN Institutional Buying and Selling by Quarter

First Trust Energy AlphaDEX Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
9/5/2024Sanctuary Advisors LLC68,469$1.30M0.0%N/A0.196%
8/22/2024 Cetera Investment Advisers180,319$3.28M0.0%-11.7%0.515%
8/19/2024B. 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%
8/9/2024 Moors & Cabot Inc.12,915$235K0.0%+4.9%0.037%
Breaking News: Tesla headed to $500… (Ad)

That headline hit late last night…and the rally has begun Which is why we want to urge you to go ahead and download Lance’s e-Book now outlining his bullish case for Tesla.

So to claim your free digital copy today, simply follow this link and enter your email address. 
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%
5/16/2024B. 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%
4/12/2024 Global Assets Advisory LLC446,020$8.35M0.0%+1,786.0%1.356%
Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (Ad)

The "Fake Media" has completely ignored Trump's genius "victory gift" to all America First patriots like you. A tax-free gift so powerful it could reshape the financial destinies of millions of IRA and 401(k) owners…

Claim your FREE 2024 Gold Guide
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%
3/15/2024B. 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%
2/9/2024 Assetmark Inc.2,490$42K0.0%+53.6%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, 174 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 137 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 20,185,924 shares in the last 24 months. This purchase volume represents approximately $339.65M in transactions.

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

Of the 105 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 20,098,683 shares in the last 24 months. This volume of shares sold represents approximately $321.89M in transactions.


Related Companies

This page (NYSEARCA:FXN) was last updated on 11/21/2024 by MarketBeat.com Staff
From Our Partners
The Crypto That’s Making Wall Street Sweat
The Crypto Wall Street Is Desperate to Hide It's happening now, right under everyone's radar. Big tech gian...
Crypto 101 Media | Sponsored
Missed Nvidia? Watch this ASAP
This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...
Brownstone Research | Sponsored
Musk’s new company could top a trillion?
The investment legend who predicted the rise of Bitcoin, Facebook and streaming services like Netflix… Just...
Paradigm Press | Sponsored
24/7 Automated Profits in Crypto
What if you could make consistent daily profits in crypto with minimal effort? Beyond trading lies a vast w...
Crypto Swap Profits | Sponsored
The pin that pops the AI bubble
My new documentary explores the background to this pattern and how and why I believe it will almost certainly ...
Porter & Company | Sponsored
Crypto’s next big bull run?
Juan Villaverde may be America’s top crypto expert. And he says something big is coming for crypto – on Nov...
Weiss Ratings | Sponsored
“This Changes Everything” - Trump Hands Millions Massive IRS Gift
Now it's your time to return the favor by taking advantage of this tax "revenge loophole." Because even as ...
Colonial Metals | Sponsored
Tim Sykes’ Urgent Trade Alert: “Make this move now”
WARNING: 80 Wall Street banks are gearing up for MASSIVE D.C. shock This $2 trillion D.C. shock is NOT abou...
Timothy Sykes | Sponsored