FIRST TRUST ENERGY ALPHADEX FUND

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FXN·33734X127·US·ETF·Unknown - Unknown-13D/G

FXN (FIRST TRUST ENERGY ALPHADEX FUND) is held by 49 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($31.8M), WELLS FARGO & COMPANY/MN ($30M), LPL Financial LLC ($23.8M). Net institutional sentiment: Mixed.

49

Holders

(10 Elite)

$187.6M

Total Value

42% (53)

Consensus

22 buying - 31 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)77

Insider (Form 4)59

Activist (13D/13G)77

Congressional (STOCK Act)47

Holder Quality

13

★★★★★

Elite

81

★★★★

Strong

21

★★★

Solid

59

★★

Below

18

★

Weak

Held by 49 funds

10 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists Jul 7, 2026 · Congress none

ActivistFTFirst Trust Portfolios L.P.3.5%Jul 7, 2026

ActivistFTFirst Trust Portfolios L.P.58.0%Apr 7, 2026

View all activist filings

Top Holders

Top Holders (49)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	1.6M(-44.6%)	$31.8M	0.0%	+25.91%	0
WELLS FARGO & COMPANY/MN	Decreased	1.5M(-7.7%)	$30M	0.0%	+31.58%	0
LPL Financial LLC	Decreased	1.2M(-17.6%)	$23.8M	0.0%	+62.76%	0
RAYMOND JAMES FINANCIAL INC	Increased	823,638(+28.7%)	$16.7M	0.0%	+27.20%	35
Qube Research & Technologies Ltd	Increased	599,541(+599.5Kx)	$12.1M	0.0%	+14.48%	45
ROYAL BANK OF CANADA	Increased	515,806(+58.6%)	$10.4M	0.0%	+21.82%	40
UBS Group AG	Decreased	327,243(-41.9%)	$6.6M	0.0%	+71.40%	0
BENJAMIN EDWARDS INC	Increased	267,084(+197.7%)	$5.4M	0.0%	+17.92%	44
BANK OF AMERICA CORP /DE/	Decreased	244,890(-56.6%)	$5M	0.0%	+35.95%	0
TWO SIGMA INVESTMENTS, LP	Increased	244,642(+518.7%)	$4.9M	0.0%	+14.39%	43
DED. E. Shaw & Co., Inc.	New	219,719	$4.4M	0.0%	+14.48%	37
GOLDMAN SACHS GROUP INC	Increased	201,144(+87.4%)	$4.1M	0.0%	+28.87%	42
STIFEL FINANCIAL CORP	Decreased	133,964(-31.0%)	$2.7M	0.0%	+27.06%	0
NewEdge Advisors, LLC	Decreased	120,431(-82.4%)	$2.4M	0.0%	+15.22%	0
OSAIC HOLDINGS, INC.	Increased	118,684(+13.1%)	$2.4M	0.0%	+62.78%	29
Cetera Investment Advisers	Increased	115,604(+2.3%)	$2.3M	0.0%	+36.51%	27
HighTower Advisors, LLC	Decreased	111,340(-2.3%)	$2.3M	0.0%	+134.58%	0
Rockefeller Capital Management L.P.	Decreased	106,828(-4.0%)	$2.2M	0.0%	+14.88%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	94,887(+4.1%)	$1.9M	0.0%	+47.35%	27
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	81,277	$1.6M	0.0%	+14.48%	36

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FXNFIRST TRUST ENERGY ALPHADEX FUND

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer