Who Owns First Trust Energy AlphaDEX Fund (FXN)?Hedge Fund & Institutional Holders

$21.00+0.17 (+0.82%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.100000061510006e+282T

% of Float Held

—

QoQ Change in Holders

+14 / -2

Price History

$12.88$14.87$16.86$18.84$20.83Sep 24Jun 25Mar 26

FXN — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Crumly & Associates Inc.New Position+193K+$3.2B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+85K+$1.0B
Kesler, Norman & Wride, LLCNew Position+43K+$711.0M
RPg Family Wealth Advisory, LLCNew Position+31K+$509.0M
STIFEL FINANCIAL CORPIncreased+58K+$442.6M
COTTONWOOD CAPITAL ADVISORS, LLCNew Position+21K+$350.0M
1776 Wealth LLCNew Position+16K+$270.0M
D.A. DAVIDSON & CO.New Position+11K+$179.0M
WEALTH EFFECTS LLCNew Position+11K+$172.0M
Gateway Wealth Partners, LLCNew Position+10K+$165.0M
REAP Financial Group, LLCNew Position+8K+$124.0M
Geneos Wealth Management Inc.New Position+5K+$85.0M
RMG Wealth Management LLCNew Position+677+$80.0M
Private Wealth Asset Management, LLCNew Position+4K+$62.0M
Topsail Wealth Management, LLCNew Position+3K+$42.0M

FXN — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Arax Advisory PartnersDecreased-1.3M-$82.3B
LPL Financial LLCDecreased-149K-$22.7B
Quadrature Capital LtdClosed Position-222K-$3.6B
PCG Wealth Advisors, LLCClosed Position-146K-$2.4B
WELLS FARGO & COMPANY/MNDecreased-48K-$2.3B
ROYAL BANK OF CANADADecreased-118K-$2.2B
RAYMOND JAMES FINANCIAL INCDecreased-57K-$2.1B
HighTower Advisors, LLCDecreased-3K-$2.0B
Cetera Investment AdvisersDecreased-7K-$1.8B
Tower Research Capital LLC (TRC)Decreased-82K-$1.6B
OSAIC HOLDINGS, INC.Decreased-45K-$1.5B
US BANCORP \DE\Decreased-54K-$877.0M
Prospera Financial Services IncDecreased-8K-$740.7M
GOLDMAN SACHS GROUP INCDecreased-418-$668.8M
NewEdge Advisors, LLCDecreased-4K-$628.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WELLS FARGO & COMPANY/MN728,463$11.0B2.00%Share
2UBS Group AG373,505$6.2B1.00%Share
3WELLS FARGO & COMPANY/MN408,868$6.0B1.09%Share
4BANK OF AMERICA CORP /DE/338,234$5.0B0.36%Share
5Crumly & Associates Inc.193,220$3.2B0.67%Share
6RAYMOND JAMES FINANCIAL INC213,250$3.0B0.93%Share
7RAYMOND JAMES FINANCIAL INC164,537$2.0B0.62%Share
8ROYAL BANK OF CANADA139,492$2.0B0.33%Share
9Stratos Wealth Partners, LTD.83,403$1.4B15.52%Share
10Private Advisor Group, LLC102,740$1.0B4.70%Share
11OSAIC HOLDINGS, INC.91,640$1.0B1.46%Share
12COMMONWEALTH EQUITY SERVICES, LLC85,105$1.0B1.33%Share
13BANK OF AMERICA CORP /DE/67,548$1.0B0.07%Share
14STIFEL FINANCIAL CORP92,667$1.0B0.90%Share
15GOLDMAN SACHS GROUP INC101,964$1.0B0.12%Share
16Kesler, Norman & Wride, LLC43,224$711.0M0.12%Share
17RPg Family Wealth Advisory, LLC30,964$509.0M0.11%Share
18COTTONWOOD CAPITAL ADVISORS, LLC21,283$350.0M0.25%Share
19Farther Finance Advisors, LLC20,088$330.0M3.54%Share
20JBR Co Financial Management Inc17,509$288.0M0.12%Share
211776 Wealth LLC16,400$270.0M0.10%Share
22HFG Advisors, Inc.13,741$226.0M0.16%Share
23D.A. DAVIDSON & CO.10,910$179.0M1.10%Share
24UBS Group AG10,618$174.0M0.03%Share
25WEALTH EFFECTS LLC10,500$172.0M0.05%Share
26Gateway Wealth Partners, LLC10,078$165.0M0.02%Share
27REAP Financial Group, LLC7,531$124.0M0.03%Share
28Nova Wealth Management, Inc.6,293$103.0M0.07%Share
29Geneos Wealth Management Inc.5,200$85.0M0.00%Share
30RMG Wealth Management LLC677$80.0M0.01%Share
31COMERICA BANK4,253$70.0M0.28%Share
32Private Wealth Asset Management, LLC3,775$62.0M0.01%Share
33Topsail Wealth Management, LLC2,600$42.0M0.01%Share
34MCF Advisors LLC2,500$41.0M0.00%Share
35Sound Income Strategies, LLC2,331$39.0M0.00%Share
36MORGAN STANLEY1,782,475$29.0M0.00%Share
37Golden State Wealth Management, LLC1,513$24.0M0.00%Share
38LPL Financial LLC1,245,990$20.0M0.01%Share
39Dunhill Financial, LLC1,180$19.0M0.00%Share
40Pinnacle Bancorp, Inc.1,100$18.0M0.01%Share
41Vermillion Wealth Management, Inc.973$16.0M0.01%Share
42Mechanics Financial Corp1,004$16.0M0.01%Share
43Register Financial Advisors LLC1,000$16.0M0.01%Share
44Sunbelt Securities, Inc.1,030$16.0M0.00%Share
45DHJJ Financial Advisors, Ltd.795$13.0M0.00%Share
46CoreCap Advisors, LLC724$11.0M0.00%Share
47Blue Trust, Inc.619$10.0M0.11%Share
48Root Financial Partners, LLC655$10.0M0.00%Share
49Financial Perspectives, Inc600$9.0M0.00%Share
50Rossby Financial, LCC395$6.0M0.00%Share

FXN Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025120$50.0B+54
Q3 202566$169.1B-42
Q2 2025108$101.0B-8
Q1 2025116$176.0B+7
Q4 2024109$838.9B+20
Q3 202489$51.0T-9
Q2 202498$20.1T+1
Q1 202497$18.4T—

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As of Q4 2025, 50 institutional investors hold FXN (First Trust Energy AlphaDEX Fund). The largest holder is WELLS FARGO & COMPANY/MN with $11.0B in shares. This quarter, 14 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own FXN?

As of Q4 2025, 50 institutional investors report holding FXN (First Trust Energy AlphaDEX Fund) in their 13F filings.

Who is the largest institutional holder of FXN?

The largest institutional holder of FXN is WELLS FARGO & COMPANY/MN with $11.0B in shares.

Is institutional ownership of FXN increasing or decreasing?

This quarter, 14 institutions opened new positions in FXN and 2 closed their positions.