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First Trust Energy AlphaDEX Fund (FXN) Institutional Ownership

First Trust Energy AlphaDEX Fund logo
$13.62 -0.07 (-0.51%)
As of 04/15/2025 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)
61
Total
Institutional Inflows
(last 12 months)
$143.97M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$49.05M
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FXN Institutional Buying and Selling by Quarter

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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
4/14/2025 Farther Finance Advisors LLC20,704$344K0.0%+3,080.3%0.102%
4/9/2025 NBC Securities Inc.18,575$306K0.0%+88,352.4%0.092%
3/12/2025Centaurus Financial Inc.23,472$384K0.0%+6.5%0.105%
2/25/2025Armis Advisers LLC14,984$245K0.0%N/A0.043%
2/17/2025Cetera Investment Advisers146,393$2.39M0.0%-7.0%0.418%
2/17/2025Citadel Advisors LLC190,284$3.11M0.0%+29.3%0.544%
2/17/2025Baird Financial Group Inc.16,098$263K0.0%-56.4%0.046%
2/17/2025Bank of America Corp DE590,174$9.64M0.0%+4.9%1.686%
2/17/2025Benjamin Edwards Inc.66,456$1.09M0.0%+2.8%0.190%
2/17/2025BNP Paribas Financial Markets201,265$3.29M0.0%-18.8%0.575%
2/14/2025Jane Street Group LLC101,318$1.66M0.0%N/A0.289%
2/14/2025Marshall & Sterling Wealth Advisors Inc.96,510$1.58M1.1%N/A0.276%
2/14/2025Two Sigma Securities LLC30,474$498K0.1%-30.7%0.087%
2/14/2025Topsail Wealth Management LLC2,600$42K0.0%N/A0.007%
2/14/2025Coppell Advisory Solutions LLC4,649$75K0.0%-12.0%0.013%
2/14/2025Stifel Financial Corp95,951$1.57M0.0%-38.5%0.274%
2/14/2025Tower Research Capital LLC TRC 72,938$1.19M0.0%+36.6%0.208%
2/13/2025NewEdge Advisors LLC42,525$695K0.0%-7.5%0.122%
2/13/2025Envestnet Asset Management Inc.86,462$1.41M0.0%-86.3%0.247%
2/13/2025Wells Fargo & Company MN2,055,761$33.59M0.0%-2.3%5.874%
2/12/2025OneAscent Financial Services LLC42,434$693K0.1%N/A0.121%
2/12/2025StoneX Group Inc.19,901$325K0.0%-26.8%0.057%
2/12/2025Moment Partners LLC83,445$1.36M0.3%N/A0.238%
2/11/2025LPL Financial LLC1,790,772$29.26M0.0%-20.7%5.116%
2/11/2025TAP Consulting LLC137,939$2.25M0.5%+1.7%0.394%
2/10/2025Thrivent Financial for Lutherans44,134$768K0.0%+1.7%0.126%
2/10/2025Creative Financial Designs Inc. ADV1,885$31K0.0%-70.6%0.005%
2/10/2025Harbour Investments Inc.12,732$208K0.0%-23.3%0.036%
2/10/2025Commonwealth Equity Services LLC215,747$3.53M0.0%+0.7%0.616%
2/10/2025Avantax Advisory Services Inc.28,117$459K0.0%+29.1%0.080%
2/7/2025HighTower Advisors LLC159,496$2.61M0.0%-1.9%0.456%
2/7/2025Independent Advisor Alliance182,778$2.99M0.0%N/A0.522%
2/6/2025Vestmark Advisory Solutions Inc.314,373$5.14M0.2%+0.8%0.898%
2/6/2025Raymond James Financial Inc.711,683$11.63M0.0%N/A2.033%
2/6/2025Atria Investments Inc10,767$176K0.0%N/A0.031%
2/6/2025Steward Partners Investment Advisory LLC14,440$236K0.0%-20.4%0.041%
2/6/2025Jones Financial Companies Lllp38,733$633K0.0%+23.5%0.111%
2/3/2025Crumly & Associates Inc.229,609$3.75M1.0%-10.9%0.656%
2/3/2025Waterfront Wealth Inc.14,635$239K0.1%-23.8%0.042%
2/3/2025Private Advisor Group LLC102,203$1.67M0.0%-19.2%0.292%
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1/31/2025Global Retirement Partners LLC5,476$89K0.0%+23.4%0.016%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors15,417$252K0.0%N/A0.044%
1/31/2025Atria Wealth Solutions Inc.17,376$284K0.0%-48.1%0.050%
1/31/2025D.A. Davidson & CO.190,316$3.11M0.0%-5.0%0.544%
1/31/2025Truist Financial Corp42,097$688K0.0%+3.6%0.120%
1/31/2025Sanctuary Advisors LLC64,477$1.10M0.0%-1.1%0.184%
1/29/2025Avestar Capital LLC362,115$5.92M0.5%+6.1%1.035%
1/29/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors15,417$252K0.0%N/A0.044%
1/28/2025Golden State Wealth Management LLC1,503$25K0.0%N/A0.004%
1/27/2025Stratos Wealth Partners LTD.125,681$2.05M0.0%+29.4%0.359%
1/24/2025HFG Advisors Inc.14,240$233K0.2%-17.1%0.041%
1/23/2025Gateway Wealth Partners LLC42,490$694K0.2%-3.4%0.121%
1/21/2025Geneos Wealth Management Inc.5,291$86K0.0%+43.5%0.015%
1/21/2025PCG Wealth Advisors LLC320,815$5.24M1.9%+10.5%0.917%
1/17/2025Janney Montgomery Scott LLC89,297$1.46M0.0%-51.0%0.255%
1/14/2025SignalPoint Asset Management LLC20,493$335K0.1%-4.5%0.059%
1/10/2025ORG 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%
10/29/2024Janney 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%
10/22/2024International 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%
10/15/2024 NBC 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%
10/7/2024SignalPoint 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%
M.A.G.A. is Finished – This Could be even Better (Ad)

You’ve no doubt heard Trump’s rally cry: Make America Great Again. But recently the President made a big change. Make America Wealthy Again (M.A.W.A).

When you see what could happen – I think you’ll be excited.
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%
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%
(Data available from 1/1/2016 forward)

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FXN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FXN shares?

During the previous two years, 160 institutional investors and hedge funds held shares of First Trust Energy AlphaDEX Fund. The most heavily invested institutionals were International Assets Investment Management LLC ($102.87M), Wells Fargo & Company MN ($33.59M), UBS Group AG ($31.61M), LPL Financial LLC ($29.26M), Raymond James Financial Inc. ($11.63M), Good Life Advisors LLC ($10.91M), and Bank of America Corp DE ($9.64M).Learn more on FXN's institutional investors.

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

Of the 114 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), Raymond James Financial Inc. ($711.68K), D.A. Davidson & CO. ($513.98K), Global Assets Advisory LLC ($469.38K), Vestmark Advisory Solutions Inc. ($448.31K), Envestnet Asset Management Inc. ($377.29K), and LPL Financial LLC ($367.63K).

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

Institutional investors have bought a total of 14,255,094 shares in the last 24 months. This purchase volume represents approximately $237.22M in transactions.

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

Of the 102 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: LPL Financial LLC ($1.98M), Envestnet Asset Management Inc. ($1.68M), D.A. Davidson & CO. ($1.13M), Commonwealth Equity Services LLC ($876.09K), Cyndeo Wealth Partners LLC ($817.51K), NewEdge Advisors LLC ($737.67K), and Raymond James & Associates ($729.30K).

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

Institutional investors have sold a total of 16,490,836 shares in the last 24 months. This volume of shares sold represents approximately $264.48M in transactions.


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This page (NYSEARCA:FXN) was last updated on 4/16/2025 by MarketBeat.com Staff
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