Free Trial
→ Warning: China Launches AI Attack on America (From InvestorPlace) (Ad) Free FXN Stock Alerts

First Trust Energy AlphaDEX Fund (FXN) Institutional Ownership

First Trust Energy AlphaDEX Fund logo
$16.87 -0.57 (-3.27%)
As of 02/21/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for First Trust Energy AlphaDEX Fund (NYSEARCA:FXN)

Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$151.06M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$49.52M
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
2/17/2025 Cetera Investment Advisers146,393$2.39M0.0%-7.0%0.418%
2/17/2025 Citadel Advisors LLC190,284$3.11M0.0%+29.3%0.544%
2/17/2025 Baird Financial Group Inc.16,098$263K0.0%-56.4%0.046%
2/17/2025 Bank of America Corp DE590,174$9.64M0.0%+4.9%1.686%
2/17/2025 Benjamin Edwards Inc.66,456$1.09M0.0%+2.8%0.190%
2/17/2025 BNP Paribas Financial Markets201,265$3.29M0.0%-18.8%0.575%
2/14/2025 Jane Street Group LLC101,318$1.66M0.0%N/A0.289%
2/14/2025 Marshall & Sterling Wealth Advisors Inc.96,510$1.58M1.1%N/A0.276%
2/14/2025 Two Sigma Securities LLC30,474$498K0.1%-30.7%0.087%
2/14/2025 Topsail Wealth Management LLC2,600$42K0.0%N/A0.007%
2/14/2025 Coppell Advisory Solutions LLC4,649$75K0.0%-12.0%0.013%
2/14/2025 Stifel Financial Corp95,951$1.57M0.0%-38.5%0.274%
2/14/2025 Tower Research Capital LLC TRC 72,938$1.19M0.0%+36.6%0.208%
2/13/2025 NewEdge Advisors LLC42,525$695K0.0%-7.5%0.122%
2/13/2025 Envestnet Asset Management Inc.86,462$1.41M0.0%-86.3%0.247%
2/13/2025 Wells Fargo & Company MN2,055,761$33.59M0.0%-2.3%5.874%
2/12/2025 OneAscent Financial Services LLC42,434$693K0.1%N/A0.121%
2/12/2025 StoneX Group Inc.19,901$325K0.0%-26.8%0.057%
2/12/2025 Moment Partners LLC83,445$1.36M0.3%N/A0.238%
2/11/2025 LPL Financial LLC1,790,772$29.26M0.0%-20.7%5.116%
2/11/2025 TAP Consulting LLC137,939$2.25M0.5%+1.7%0.394%
2/10/2025 Thrivent Financial for Lutherans44,134$768K0.0%+1.7%0.126%
2/10/2025 Creative Financial Designs Inc. ADV1,885$31K0.0%-70.6%0.005%
2/10/2025 Harbour Investments Inc.12,732$208K0.0%-23.3%0.036%
2/10/2025 Commonwealth Equity Services LLC215,747$3.53M0.0%+0.7%0.616%
2/10/2025 Avantax Advisory Services Inc.28,117$459K0.0%+29.1%0.080%
2/7/2025 HighTower Advisors LLC159,496$2.61M0.0%-1.9%0.456%
2/7/2025 Independent Advisor Alliance182,778$2.99M0.0%N/A0.522%
2/6/2025 Vestmark Advisory Solutions Inc.314,373$5.14M0.2%+0.8%0.898%
2/6/2025 Raymond James Financial Inc.711,683$11.63M0.0%N/A2.033%
2/6/2025 Atria Investments Inc10,767$176K0.0%N/A0.031%
2/6/2025 Steward Partners Investment Advisory LLC14,440$236K0.0%-20.4%0.041%
2/6/2025 Jones Financial Companies Lllp38,733$633K0.0%+23.5%0.111%
2/3/2025 Crumly & Associates Inc.229,609$3.75M1.0%-10.9%0.656%
2/3/2025 Waterfront Wealth Inc.14,635$239K0.1%-23.8%0.042%
2/3/2025 Private Advisor Group LLC102,203$1.67M0.0%-19.2%0.292%
1/31/2025 Global Retirement Partners LLC5,476$89K0.0%+23.4%0.016%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors15,417$252K0.0%N/A0.044%
1/31/2025 Atria Wealth Solutions Inc.17,376$284K0.0%-48.1%0.050%
1/31/2025 D.A. Davidson & CO.190,316$3.11M0.0%-5.0%0.544%
Warning: China Launches AI Attack on America (Ad)

If you have any money in AI stocks, pay attention because... According to Louis Navellier, the legendary investor who picked Nvidia before shares exploded as high as 3,423%... Before April 30th, President Trump could make a shocking AI announcement...

Sending these stocks exploding higher.
1/31/2025 Truist Financial Corp42,097$688K0.0%+3.6%0.120%
1/31/2025 Sanctuary Advisors LLC64,477$1.10M0.0%-1.1%0.184%
1/29/2025 Avestar Capital LLC362,115$5.92M0.5%+6.1%1.035%
1/29/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors15,417$252K0.0%N/A0.044%
1/28/2025 Golden State Wealth Management LLC1,503$25K0.0%N/A0.004%
1/27/2025 Stratos Wealth Partners LTD.125,681$2.05M0.0%+29.4%0.359%
1/24/2025 HFG Advisors Inc.14,240$233K0.2%-17.1%0.041%
1/23/2025 Gateway Wealth Partners LLC42,490$694K0.2%-3.4%0.121%
1/21/2025 Geneos Wealth Management Inc.5,291$86K0.0%+43.5%0.015%
1/21/2025 PCG 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%
11/25/2024 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%
9/23/2024Centaurus 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%
8/19/2024B. 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%
Warning: China Launches AI Attack on America (Ad)

If you have any money in AI stocks, pay attention because... According to Louis Navellier, the legendary investor who picked Nvidia before shares exploded as high as 3,423%... Before April 30th, President Trump could make a shocking AI announcement...

Sending these stocks exploding higher.
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%
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%
(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, 164 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 116 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 14,270,461 shares in the last 24 months. This purchase volume represents approximately $237.48M 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), LPL Financial LLC ($1.98M), Raymond James & Associates ($1.75M), Envestnet Asset Management Inc. ($1.68M), D.A. Davidson & CO. ($1.13M), Commonwealth Equity Services LLC ($876.09K), and Cyndeo Wealth Partners LLC ($817.51K).

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

Institutional investors have sold a total of 19,876,603 shares in the last 24 months. This volume of shares sold represents approximately $317.03M in transactions.


Related Companies

This page (NYSEARCA:FXN) was last updated on 2/22/2025 by MarketBeat.com Staff
From Our Partners
Buy this AI Stock Before Elon’s Announcement
With Trump back in office, xAI is primed to become the leader in generative AI, leaving competitors in the dus...
InvestorPlace | Sponsored
Elon’s “New Gold”
MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest brea...
True Market Insiders | Sponsored
Grab This Altcoin Before Trump's Crypto Announcement
Grab This Altcoin Before Trump's Crypto Announcement Whatever it is, I expect it to pump the market, which ...
Crypto 101 Media | Sponsored
We recommended Palantir in 2021, now we’re recommending this...
I believe it could offer you a MAJOR boost to your retirement. And it pays huge dividends to give you a nic...
Behind the Markets | Sponsored
[RFK Jr CONFIRMED] Here’s why Dems are TERRIFIED
Robert F. Kennedy Jr was just confirmed as Trump’s secretary of Health and Human Services… but it was NOT easy...
NewMarket Health Publishing, LLC. | Sponsored
Market down? Do this now.
During Trump's first term, his tariffs sent gold prices soaring. Investors who acted early made a fortune. Now...
Colonial Metals | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Secret financial plot unfolding in Washington DC… [DEVELOPING]
What stocks are next up to soar in 2025? I believe I’ve found the answer - and it might surprise you. Yo...
Timothy Sykes | Sponsored