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First Trust Energy AlphaDEX Fund (FXN) Institutional Ownership

First Trust Energy AlphaDEX Fund logo
$15.99
-0.16 (-0.99%)
(As of 11/1/2024 ET)
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Institutional Ownership Changes (13F Filings) for First Trust Energy AlphaDEX Fund (NYSEARCA:FXN)

Number of
Institutional Buyers
(last 12 months)
62
Total
Institutional Inflows
(last 12 months)
$177.77M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$65.04M
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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
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%
10/28/2024 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%
9/5/2024Sanctuary 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%
8/16/2024 Gateway 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%
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%
8/6/2024 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%
8/3/2024Crumly & 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%
7/29/2024Blackhawk Capital Partners LLC.17,624$321K0.2%-3.1%0.050%
7/26/2024Harbour Investments Inc.24,189$440K0.0%+8.6%0.069%
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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%
5/24/2024Cetera 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%
5/9/2024 JBR 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%
5/6/2024 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%
5/4/2024Geneos 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%
4/30/2024 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%
4/26/2024Cottonwood 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%
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%
3/22/2024PNC 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%
2/12/2024IronBridge Private Wealth LLC185,937$3.10M1.5%-1.9%0.565%
2/12/2024StoneX Group Inc.371,164$6.21M0.8%-0.2%1.128%
2/12/2024Avestar 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%
2/9/2024Assetmark Inc.2,490$42K0.0%+53.6%0.008%
2/9/2024Trexquant Investment LP35,183$587K0.0%+95.6%0.107%
2/9/2024D.A. Davidson & CO.203,085$3.39M0.0%-61.8%0.617%
2/9/2024Wells Fargo & Company MN2,855,810$47.66M0.0%-15.2%8.680%
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2/9/2024 Gladstone Institutional Advisory LLC14,907$249K0.0%+23.7%0.045%
2/9/2024UBS Group AG1,893,927$31.61M0.0%+4.3%5.757%
2/9/2024PNC Financial Services Group Inc.16,942$283K0.0%-10.2%0.051%
2/8/2024 Financial Advocates Investment Management58,987$985K0.1%-58.7%0.179%
2/8/2024Navellier & Associates Inc.211,589$3.53M0.5%+5.0%0.643%
2/8/2024 Janney Montgomery Scott LLC247,712$4.13M0.0%-5.8%0.753%
2/7/2024Avantax Advisory Services Inc.52,816$882K0.0%-28.2%0.161%
2/7/2024 NBC Securities Inc.52,988$884K0.1%-4.5%0.161%
2/7/2024BNP Paribas Financial Markets51,310$856K0.0%-74.5%0.156%
2/7/2024 Calton & Associates Inc.10,100$169K0.1%N/A0.031%
(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, 186 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), Royal Bank of Canada ($15.79M), and O Dell Group LLC ($15.27M).Learn more on FXN's institutional investors.

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

Of the 144 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 ($3.87M), LPL Financial LLC ($1.57M), AE Wealth Management LLC ($755.93K), Envestnet Asset Management Inc. ($733.54K), Wells Fargo & Company MN ($656.73K), and Vestmark Advisory Solutions Inc. ($515.48K).

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

Institutional investors have bought a total of 22,859,542 shares in the last 24 months. This purchase volume represents approximately $381.19M in transactions.

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

Of the 112 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 20,658,558 shares in the last 24 months. This volume of shares sold represents approximately $330.54M in transactions.


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This page (NYSEARCA:FXN) was last updated on 11/2/2024 by MarketBeat.com Staff
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