FIRST TRUST ENERGY ALPHADEX (FXN) Institutional Ownership Changes & 13F Activity

FIRST TRUST ENERGY ALPHADEX (FXN). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, &Partners, Qube Research & Technologies Ltd, Bank Of America Corp, and Ubs Group Ag.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcSell-33,277-30.2%76,750$1.55MQ2 2026Sep 02, 2026
Equitable Holdings, Inc.Buy+103,247+291.9%138,613$2.80MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-58,792-99.1%562$11.38KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+2,816+9.9%31,242$632.00KQ2 2026Aug 17, 2026
&PartnersSell-636,912-98.1%12,114$245.06KQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+599,540+59954000.0%599,541$12.13MQ2 2026Aug 14, 2026
Bank Of America CorpSell-319,248-56.6%244,890$4.95MQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Buy+219,719219,719$4.44MQ2 2026Aug 14, 2026
Two Sigma Investments, LpBuy+205,100+518.7%244,642$4.95MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+190,516+58.6%515,806$10.44MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+183,517+28.7%823,638$16.66MQ2 2026Aug 14, 2026
Gts Securities LlcBuy+150,193150,193$3.04MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-123,128-7.7%1,481,350$29.97MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+93,799+87.4%201,144$4.07MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+81,27781,277$1.64MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcBuy+34,28134,281$694.00KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+13,742+13.1%118,684$2.40MQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+10,373+92.5%21,590$436.77KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+6,364+21.9%35,422$719.41KQ2 2026Aug 14, 2026
Iht Wealth Management, LlcSell-794-5.4%13,986$282.94KQ2 2026Aug 14, 2026
Two Sigma Securities, LlcBuy+437+2.2%20,392$412.53KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+281281$5.68KQ2 2026Aug 14, 2026
Morgan StanleySell-1,268,685-44.7%1,572,706$31.82MQ2 2026Aug 13, 2026
Ubs Group AgSell-236,033-41.9%327,243$6.62MQ2 2026Aug 13, 2026
Marshall Wace, LlpBuy+70,11170,111$1.42MQ2 2026Aug 13, 2026
Quantinno Capital Management LpBuy+11,29411,294$228.49KQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcSell-10,830-31.7%23,324$471.85KQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Sell-4,463-4.0%106,828$2.16MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-621-10.7%5,168$104.55KQ2 2026Aug 13, 2026
Rmg Wealth Management LlcBuy+502502$66.18KQ2 2026Aug 13, 2026
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Frequently asked questions about FXN activity

  • Which institutional owners are buying FXN?

    Institutional owners buying FXN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FXN activity?

    "Buy" means an investor increased their reported position in FXN compared to the prior reporting period. This reflects growing exposure to FIRST TRUST ENERGY ALPHADEX (FXN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FXN increasing?

    Institutional interest in FXN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.