Free Trial
→ Ex-Hedge Fund Manager Uncovers $100 Trillion Land Shift (From Stansberry Research) (Ad) Free FXN Stock Alerts

First Trust Energy AlphaDEX Fund (FXN) Institutional Ownership

First Trust Energy AlphaDEX Fund logo
$15.34 -0.43 (-2.73%)
As of 08/1/2025 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)
54
Total
Institutional Inflows
(last 12 months)
$135.85M
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$56.99M
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
8/1/2025Biltmore Family Office LLC3,226$49K0.0%N/A0.018%
8/1/2025Envestnet Asset Management Inc.47,953$728K0.0%+10.7%0.271%
7/29/2025 Stratos Wealth Partners LTD.121,047$1.84M0.0%-12.0%0.684%
7/28/2025 Harbour Investments Inc.9,138$139K0.0%-14.8%0.052%
7/24/2025 IFP Advisors Inc5,482$83K0.0%-12.2%0.031%
7/23/2025 REAP Financial Group LLC7,365$112K0.0%-31.3%0.042%
7/22/2025 Global Assets Advisory LLC28,815$443K0.2%-57.8%0.163%
7/18/2025 Truist Financial Corp35,621$541K0.0%-14.2%0.200%
7/17/2025 Janney Montgomery Scott LLC72,180$1.10M0.0%-6.5%0.402%
7/7/2025 Nova Wealth Management Inc.9,465$144K0.1%-32.0%0.053%
7/2/2025 Crumly & Associates Inc.194,856$2.96M0.7%-14.3%1.059%
5/29/2025 Nova Wealth Management Inc.13,919$230K0.2%-43.9%0.075%
5/21/2025Geneos Wealth Management Inc.13,035$215K0.0%+146.4%0.070%
5/16/2025Goldman Sachs Group Inc.105,304$1.74M0.0%+2.6%0.575%
5/16/2025Jones Financial Companies Lllp2,642$44K0.0%-93.2%0.014%
5/15/2025Royal Bank of Canada284,507$4.70M0.0%-9.3%1.470%
5/15/2025Calton & Associates Inc.11,081$183K0.0%N/A0.057%
5/14/2025Comerica Bank4,511$75K0.0%-40.2%0.023%
5/14/2025RPg Family Wealth Advisory LLC42,276$698K0.2%N/A0.218%
5/14/2025Northwestern Mutual Wealth Management Co.23,790$393K0.0%+5.3%0.123%
5/14/2025Kestra Advisory Services LLC64,114$1.06M0.0%-16.2%0.331%
5/14/2025Flow Traders U.S. LLC79,413$1.31M0.1%N/A0.410%
5/13/2025Moment Partners LLC82,524$1.36M0.3%-1.1%0.426%
5/13/2025Raymond James Financial Inc.605,170$10.00M0.0%-15.0%3.127%
5/13/2025HighTower Advisors LLC157,301$2.60M0.0%-1.4%0.813%
5/12/2025Benjamin Edwards Inc.42,322$699K0.0%-36.3%0.219%
5/9/2025 Atria Wealth Solutions Inc.14,196$235K0.0%-18.3%0.073%
5/8/2025 Harbour Investments Inc.10,721$177K0.0%-15.8%0.055%
5/7/2025LPL Financial LLC1,549,270$25.59M0.0%-13.5%8.007%
5/6/2025Cetera Investment Advisers121,079$2M0.0%-17.3%0.626%
5/6/2025Avantax Advisory Services Inc.29,238$483K0.0%+4.0%0.151%
5/5/2025 IFP Advisors Inc6,245$103K0.0%-14.5%0.032%
5/5/2025OneAscent Financial Services LLC43,769$723K0.0%+3.1%0.226%
5/5/2025Calton & Associates Inc.25,725$425K0.1%N/A0.133%
5/5/2025Kestra Private Wealth Services LLC12,559$207K0.0%-19.3%0.065%
5/5/2025PCG Wealth Advisors LLC152,300$2.52M0.9%-52.5%0.787%
5/5/2025Private Advisor Group LLC102,929$1.70M0.0%+0.7%0.532%
5/2/2025Sigma Planning Corp34,433$569K0.0%-14.4%0.178%
5/1/2025Gateway Wealth Partners LLC28,164$465K0.1%-33.7%0.146%
4/30/2025 Stratos Wealth Partners LTD.137,556$2.27M0.0%+9.4%0.711%
One stock to replace Nvidia (Ad)

I'm a Futurist: Here are 3 stocks better than Nvidia Nvidia's own customers could soon become fierce competitors, dethroning the AI Chip King. But there's a critical component that AI data centers need just as badly as chips. The demand is so massive that a single data center uses enough of it to stretch around the earth eight times. While the media hypes up AI chips, the smart money has found the next big thing. Discover Futurist Eric Fry's "Nvidia-killer" stock ideas.

Click here for complete analysis.
4/29/2025Envestnet Asset Management Inc.43,310$715K0.0%-49.9%0.224%
4/29/2025 Silver Oak Securities Incorporated10,141$166K0.0%-7.1%0.052%
4/28/2025 D.A. Davidson & CO.11,257$186K0.0%-94.1%0.058%
4/25/2025Waterfront Wealth Inc.13,735$227K0.1%-6.1%0.068%
4/23/2025Golden State Wealth Management LLC3,006$50K0.0%+100.0%0.015%
4/23/2025 Global Assets Advisory LLC68,295$1.13M0.2%+196.1%0.337%
4/22/2025Cambridge Investment Research Advisors Inc.110,039$1.82M0.0%-60.4%0.543%
4/22/2025 Crumly & Associates Inc.227,426$3.76M1.0%-1.0%1.123%
4/21/2025JBR Co Financial Management Inc22,900$378K0.2%-22.7%0.113%
4/17/2025 Janney Montgomery Scott LLC77,239$1.28M0.0%-13.5%0.381%
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%
2/25/2025 Armis 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%
2/10/2025 Harbour 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%
2/3/2025 Crumly & 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%
One stock to replace Nvidia (Ad)

I'm a Futurist: Here are 3 stocks better than Nvidia Nvidia's own customers could soon become fierce competitors, dethroning the AI Chip King. But there's a critical component that AI data centers need just as badly as chips. The demand is so massive that a single data center uses enough of it to stretch around the earth eight times. While the media hypes up AI chips, the smart money has found the next big thing. Discover Futurist Eric Fry's "Nvidia-killer" stock ideas.

Click here for complete analysis.
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%
1/31/2025 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%
1/31/2025 Truist 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%
1/27/2025 Stratos Wealth Partners LTD.125,681$2.05M0.0%+29.4%0.359%
(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, 141 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 ($25.59M), Raymond James Financial Inc. ($10.00M), Bank of America Corp DE ($9.64M), and Osaic Holdings Inc. ($7.60M).Learn more on First Trust Energy AlphaDEX Fund's institutional investors.

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

Of the 98 institutional investors that purchased First Trust Energy AlphaDEX Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($6.51M), Raymond James Financial Inc. ($711.68K), Global Assets Advisory LLC ($514.61K), D.A. Davidson & CO. ($513.98K), Vestmark Advisory Solutions Inc. ($407.27K), Envestnet Asset Management Inc. ($381.93K), 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 8,317,974 shares in the last 24 months. This purchase volume represents approximately $135.85M in transactions.

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

Of the 57 institutional investors that sold First Trust Energy AlphaDEX Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($775.28K), LPL Financial LLC ($710.03K), Crumly & Associates Inc. ($384.60K), D.A. Davidson & CO. ($190.66K), PCG Wealth Advisors LLC ($173.97K), Cambridge Investment Research Advisors Inc. ($167.72K), and Janney Montgomery Scott LLC ($156.44K).

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

Institutional investors have sold a total of 3,453,562 shares in the last 24 months. This volume of shares sold represents approximately $56.99M in transactions.


Related Companies

This page (NYSEARCA:FXN) was last updated on 8/2/2025 by MarketBeat.com Staff
From Our Partners
Is Elon's empire crumbling?
The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered ...
Brownstone Research | Sponsored
Buffett to put 90% of his money in this one stock?
CPA and CFA says you have WAY too many stocks - just buy these 3 After years working at the biggest accoun...
Altimetry | Sponsored
He Called Nvidia at $1.10. Now, He Says THIS Stock Will…
The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvi...
The Oxford Club | Sponsored
Digital Dollar Alert: Protect Your Wealth Before It’s Too Late
134 countries are developing Central Bank Digital Currencies — and the U.S. is quietly testing one. Experts...
American Alternative | Sponsored
China just unlocked Nvidia’s AI chips—what that means for you
Tired of Missing Big AI Moves Like Nvidia? You’re not the problem—your trading system is. Tim’s XGPT system...
Timothy Sykes | Sponsored
REVEALED FREE: Our top 3 stocks to own in 2025 and beyond
Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (incl...
Weiss Ratings | Sponsored
Why AMZN, GOOG, MSFT might destroy NVDA
Investing Legend Hints the End May be Near for These 3 Iconic Stocks Futurist Eric Fry say Amazon, Tesla an...
InvestorPlace | Sponsored
Your blueprint for crypto wealth
Mark August 12th on your calendar. 27 of crypto's most successful minds are about to reveal everything…
Crypto 101 Media | Sponsored