FIRST TRUST ENERGY ALPHADEX FXN
$20.15
+0.7% 52w: $14.78 – $23.11
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data14.7818.9523.11
Jun 20, 2025 Jul 2, 2026
Institutional holders
139
+17 QoQ
13F value
$1.03B
+654.4% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns FXN?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | Index provider | 29.9M | $672.4M | 0.5% | New |
| MORGAN STANLEY | Bank broker | 2.8M | $63.8M | 0.0% | +58.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.6M | $36.0M | 0.0% | +41.1% |
| LPL Financial LLC | Bank broker | 1.4M | $32.1M | 0.0% | +14.7% |
| Nilsine Partners, LLC | Other | 939.9K | $20.2M | 1.6% | New |
| NewEdge Advisors, LLC | Diversified mechanical | 684.0K | $15.4M | 0.1% | +1886.8% |
| Advisory Services Network, LLC | Diversified mechanical | 660.3K | $14.8M | 0.2% | New |
| &PARTNERS | Diversified mechanical | 649.0K | $14.6M | 0.1% | +3541.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 640.1K | $14.4M | 0.0% | +69.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 564.1K | $12.7M | 0.0% | +39.0% |
| UBS Group AG | Bank broker | 563.3K | $12.7M | 0.0% | +46.6% |
| Virtue Capital Management, LLC | Wealth advisor | 357.5K | $8.1M | 1.2% | New |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 351.0K | $7.9M | 0.0% | +300.7% |
| ROYAL BANK OF CANADA | Bank broker | 325.3K | $7.3M | 0.0% | +131.2% |
| Independent Advisor Alliance | Wealth advisor | 285.0K | $6.4M | 0.1% | +67.1% |
| D.A. DAVIDSON & CO. | Wealth advisor | 251.1K | $5.6M | 0.0% | +2201.2% |
| Quadrature Capital Ltd | Diversified mechanical | 223.0K | $5.0M | 0.1% | New |
| STIFEL FINANCIAL CORP | Diversified mechanical | 194.1K | $4.4M | 0.0% | +109.5% |
| Crumly & Associates Inc. | Wealth advisor | 193.2K | $4.3M | 0.9% | Held |
| Summit Financial, LLC | Wealth advisor | 156.0K | $3.5M | 0.0% | -9.3% |
| Baird Financial Group, Inc. | Diversified mechanical | 154.4K | $3.5M | 0.0% | New |
| HighTower Advisors, LLC | Diversified mechanical | 113.9K | $2.6M | 0.0% | -2.6% |
| Cetera Investment Advisers | Wealth advisor | 113.0K | $2.5M | 0.0% | +11.9% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 111.3K | $2.5M | 0.0% | +2221.0% |
| CITADEL ADVISORS LLC | Multistrat pod | 110.0K | $2.5M | 0.0% | +105.7% |
| Janney Montgomery Scott LLC | Diversified mechanical | 107.8K | $2.4M | 0.0% | +37.8% |
| GOLDMAN SACHS GROUP INC | Bank broker | 107.3K | $2.4M | 0.0% | +5.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 104.9K | $2.4M | 0.0% | -1.3% |
| Private Advisor Group, LLC | Wealth advisor | 102.9K | $2.3M | 0.0% | +0.2% |
| Ethos Financial Group, LLC | Wealth advisor | 94.7K | $2.1M | 0.2% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 91.1K | $2.0M | 0.0% | +7.1% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 89.7K | $2.0M | 0.0% | +148.3% |
| NAVELLIER & ASSOCIATES INC | Other | 71.4K | $1.6M | 0.2% | -19.6% |
| OPPENHEIMER & CO INC | Diversified mechanical | 64.7K | $1.5M | 0.0% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 64.7K | $1.5M | 0.0% | +78.1% |
| Transamerica Financial Advisors, LLC | Wealth advisor | 59.4K | $1.3M | 0.1% | +228184.6% |
| Davis Investment Partners, LLC | Wealth advisor | 58.4K | $1.3M | 0.5% | New |
| Kestra Advisory Services, LLC | Wealth advisor | 51.1K | $1.1M | 0.0% | +5.5% |
| TriaGen Wealth Management LLC | Wealth advisor | 49.6K | $1.1M | 0.3% | New |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 49.2K | $1.1M | 0.0% | Held |
| JANE STREET GROUP, LLC | Market maker | 48.5K | $1.1M | 0.0% | +20.9% |
| OneAscent Financial Services LLC | Wealth advisor | 46.0K | $1.0M | 0.1% | +1.9% |
| CWM, LLC | Wealth advisor | 45.1K | $1.0M | 0.0% | +949.2% |
| Element Wealth, LLC | Wealth advisor | 44.7K | $1.0M | 0.4% | New |
| Kesler, Norman & Wride, LLC | Other | 43.4K | $974K | 0.2% | +0.4% |
| Kovack Advisors, Inc. | Other | 44.7K | $974K | 0.1% | New |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 39.5K | $888K | 0.0% | New |
| Prospera Financial Services Inc | Diversified mechanical | 38.1K | $856K | 0.0% | +2.1% |
| Sanctuary Advisors, LLC | Wealth advisor | 34.2K | $767K | 0.0% | +3.1% |
| Realta Investment Advisors | Other | 32.6K | $733K | 0.3% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.