Who Owns FXN?
First Trust Energy AlphaDEX Fund — Institutional Ownership & 13F Holdings
$22.49
+0.24 (+1.10%)
Market Cap
$274.7M
Shares Outstanding
14,966,532
Institutional Holders
116
Total Inst. Value
$547.3M
% of Float Held
—
QoQ Holder Change
+19
Institutional data as of Q1 2025
New Positions
29
Closed Positions
22
Increased
23
Decreased
52
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $393.0M | 23,790 |
| 2 | MORGAN STANLEY | $37.7M | 2,283,430 |
| 3 | WELLS FARGO & COMPANY/MN | $29.6M | 1,790,947 |
| 4 | RAYMOND JAMES FINANCIAL INC | $10.0M | 605,170 |
| 5 | UBS Group AG | $9.0M | 545,540 |
| 6 | BANK OF AMERICA CORP /DE/ | $8.7M | 527,561 |
| 7 | Avestar Capital, LLC | $6.0M | 365,036 |
| 8 | ROYAL BANK OF CANADA | $4.7M | 284,507 |
| 9 | Crumly & Associates Inc.New | $3.8M | 227,426 |
| 10 | HighTower Advisors, LLC | $2.6M | 157,301 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +1K | $393.0M |
| Avestar Capital, LLC | +3K | $6.0M |
| Crumly & Associates Inc.New | +227K | $3.8M |
| OSAIC HOLDINGS, INC. | +28K | $2.6M |
| PCG Wealth Advisors, LLCNew | +152K | $2.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| UBS Group AG | -431K | $9.0M |
| MORGAN STANLEY | -384K | $37.7M |
| WELLS FARGO & COMPANY/MN | -265K | $29.6M |
| LPL Financial LLC | -242K | $26K |
| D.A. DAVIDSON & CO. | -179K | $186K |
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Frequently Asked Questions
How many institutional investors hold FXN?
As of Q1 2025, 116 institutional investors report holding FXN (First Trust Energy AlphaDEX Fund) in their 13F filings.
Which hedge fund owns the most FXN?
The largest institutional holder of FXN is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $393.0M in shares.
Are institutions buying or selling FXN?
This quarter, 29 institutions opened new positions in FXN and 22 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.