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First Trust Energy AlphaDEX Fund (FXN) Institutional Ownership

First Trust Energy AlphaDEX Fund logo
$16.16 -0.14 (-0.86%)
As of 09/12/2025 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)
49
Total
Institutional Inflows
(last 12 months)
$140.58M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$54.33M
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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
9/4/2025 Osaic Holdings Inc.152,098$2.31M0.0%-1.5%0.879%
8/15/2025 Tower Research Capital LLC TRC 81,560$1.24M0.0%+57.3%0.471%
8/15/2025 BNP Paribas Financial Markets651,200$9.89M0.0%+543.5%3.764%
8/15/2025 Bank of America Corp DE513,034$7.79M0.0%-2.8%2.966%
8/14/2025 Jane Street Group LLC77,631$1.18M0.0%N/A0.449%
8/14/2025 Raymond James Financial Inc.477,076$7.24M0.0%-21.2%2.758%
8/13/2025 StoneX Group Inc.12,753$194K0.0%-35.3%0.074%
8/13/2025 Flow Traders U.S. LLC69,382$1.05M0.0%-12.6%0.401%
8/13/2025 Gateway Wealth Partners LLC22,352$339K0.1%-20.6%0.129%
8/13/2025 JBR Co Financial Management Inc22,235$338K0.2%-2.9%0.129%
8/13/2025 Quadrature Capital Ltd144,242$2.19M0.0%+70.7%0.834%
8/13/2025 Level Four Advisory Services LLC14,807$225K0.0%-7.0%0.086%
8/13/2025 Northwestern Mutual Wealth Management Co.24,536$372K0.0%+3.1%0.142%
8/12/2025 Steward Partners Investment Advisory LLC6,782$103K0.0%-20.6%0.039%
8/8/2025 Cetera Investment Advisers118,012$1.79M0.0%-2.5%0.667%
8/7/2025 PCG Wealth Advisors LLC149,576$2.27M1.2%-1.8%0.845%
8/6/2025 Prospera Financial Services Inc46,318$703K0.0%-2.2%0.262%
8/6/2025 AE Wealth Management LLC16,839$256K0.0%+40.1%0.095%
8/1/2025 Biltmore Family Office LLC3,226$49K0.0%N/A0.018%
8/1/2025 Envestnet 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%
5/29/2025Nova 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%
5/9/2025Atria Wealth Solutions Inc.14,196$235K0.0%-18.3%0.073%
5/8/2025Harbour 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%
5/5/2025IFP 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%
4/30/2025Stratos Wealth Partners LTD.137,556$2.27M0.0%+9.4%0.711%
4/29/2025Envestnet Asset Management Inc.43,310$715K0.0%-49.9%0.224%
4/29/2025Silver Oak Securities Incorporated10,141$166K0.0%-7.1%0.052%
4/28/2025D.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%
4/23/2025Global 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%
4/22/2025Crumly & 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%
4/17/2025Janney Montgomery Scott LLC77,239$1.28M0.0%-13.5%0.381%
4/14/2025Farther Finance Advisors LLC20,704$344K0.0%+3,080.3%0.102%
4/9/2025NBC 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%
(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, 135 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), BNP Paribas Financial Markets ($9.89M), Bank of America Corp DE ($7.79M), and Raymond James Financial Inc. ($7.24M).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 95 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), BNP Paribas Financial Markets ($847.11K), Raymond James Financial Inc. ($711.68K), Global Assets Advisory LLC ($514.61K), D.A. Davidson & CO. ($513.98K), Vestmark Advisory Solutions Inc. ($407.27K), and Envestnet Asset Management Inc. ($381.93K).

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

Institutional investors have bought a total of 8,697,823 shares in the last 24 months. This purchase volume represents approximately $140.58M in transactions.

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

Of the 56 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: LPL Financial LLC ($710.03K), Envestnet Asset Management Inc. ($587.99K), Crumly & Associates Inc. ($350.10K), Raymond James Financial Inc. ($234.61K), D.A. Davidson & CO. ($190.66K), PCG Wealth Advisors LLC ($176.69K), and Cambridge Investment Research Advisors Inc. ($167.72K).

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

Institutional investors have sold a total of 3,336,967 shares in the last 24 months. This volume of shares sold represents approximately $54.33M in transactions.


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This page (NYSEARCA:FXN) was last updated on 9/13/2025 by MarketBeat.com Staff
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