FIRST TRUST ENERGY ALPHADEX (FXN) Institutional Shareholders
FIRST TRUST ENERGY ALPHADEX (FXN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $986.04M in FXN holdings during the latest filing period.
First Trust Advisors Lp is currently the largest disclosed institutional shareholder of FXN tracked by InsiderSet, reporting ownership valued at approximately $672.40M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $661.92M, representing an estimated loss of -1.56% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed FXN value among the investors covered in this analysis. Major shareholders include First Trust Advisors Lp, Morgan Stanley, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in FIRST TRUST ENERGY ALPHADEX (FXN).
This page ranks the largest institutional FXN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
133
Total Reported Value
$986.04M
Largest Holder
First Trust Advisors Lp
Largest Position
$672.40M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
159
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| First Trust Advisors Lp | 0.48% | 29,937,777 | $672,402,471 | $661,924,249 | -$10,478,222 | -1.56% | |
| Morgan Stanley | 0.00% | 2,841,391 | $63,817,688 | $62,823,155 | -$994,533 | -1.56% | |
| Wells Fargo & Company/Mn | 0.01% | 1,604,478 | $36,036,574 | $35,475,009 | -$561,565 | -1.56% | |
| Lpl Financial Llc | 0.01% | 1,429,176 | $32,099,286 | $31,599,081 | -$500,205 | -1.56% | |
| Advisory Services Network, Llc | 0.20% | 660,279 | $14,829,873 | $14,598,769 | -$231,104 | -1.56% | |
| &Partners | 0.07% | 649,026 | $14,577,123 | $14,349,965 | -$227,158 | -1.56% | |
| Raymond James Financial Inc | 0.00% | 640,121 | $14,377,107 | $14,153,075 | -$224,032 | -1.56% | |
| Bank Of America Corp | 0.00% | 564,138 | $12,670,531 | $12,473,091 | -$197,440 | -1.56% | |
| Ubs Group Ag | 0.00% | 563,276 | $12,651,179 | $12,454,032 | -$197,147 | -1.56% | |
| Newedge Advisors, Llc | 0.47% | 241,040 | $10,190,536 | $5,329,394 | -$4,861,142 | -47.70% | |
| Virtue Capital Management, Llc | 1.24% | 357,491 | $8,140,070 | $7,904,126 | -$235,944 | -2.90% | |
| Royal Bank Of Canada | 0.00% | 325,290 | $7,306,000 | $7,192,162 | -$113,838 | -1.56% | |
| Independent Advisor Alliance | 0.07% | 285,046 | $6,402,133 | $6,302,367 | -$99,766 | -1.56% | |
| Benjamin Edwards Inc | 0.05% | 267,084 | $5,402,969 | $5,905,227 | +$502,258 | +9.30% | |
| Quadrature Capital Ltd | 0.06% | 223,025 | $5,009,142 | $4,931,083 | -$78,059 | -1.56% | |
| Stifel Financial Corp | 0.00% | 194,113 | $4,359,765 | $4,291,838 | -$67,927 | -1.56% | |
| Greenup Street Wealth Management Llc | 0.47% | 190,700 | $3,857,869 | $4,216,377 | +$358,508 | +9.29% | |
| Summit Financial, Llc | 0.04% | 156,009 | $3,503,951 | $3,449,359 | -$54,592 | -1.56% | |
| Baird Financial Group, Inc. | 0.01% | 154,367 | $3,467,083 | $3,413,054 | -$54,029 | -1.56% | |
| Crumly & Associates Inc. | 0.55% | 140,849 | $2,849,378 | $3,114,171 | +$264,793 | +9.29% | |
| Hightower Advisors, Llc | 0.00% | 113,913 | $2,558,492 | $2,518,616 | -$39,876 | -1.56% | |
| Cetera Investment Advisers | 0.00% | 112,966 | $2,537,219 | $2,497,678 | -$39,541 | -1.56% | |
| Rockefeller Capital Management L.P. | 0.00% | 111,291 | $2,499,606 | $2,460,644 | -$38,962 | -1.56% | |
| Citadel Advisors Llc | 0.00% | 110,027 | $2,471,206 | $2,432,697 | -$38,509 | -1.56% | |
| Goldman Sachs Group Inc | 0.00% | 107,345 | $2,410,969 | $2,373,398 | -$37,571 | -1.56% | |
| Osaic Holdings, Inc. | 0.00% | 104,942 | $2,356,964 | $2,320,268 | -$36,696 | -1.56% | |
| Ethos Financial Group, Llc | 0.16% | 94,707 | $2,127,119 | $2,093,972 | -$33,147 | -1.56% | |
| Commonwealth Equity Services, Llc | 0.00% | 94,887 | $1,919,565 | $2,097,952 | +$178,387 | +9.29% | |
| Private Advisor Group, Llc | 0.01% | 80,043 | $1,619,264 | $1,769,751 | +$150,487 | +9.29% | |
| Navellier & Associates Inc | 0.17% | 71,385 | $1,603,307 | $1,578,322 | -$24,985 | -1.56% | |
| Envestnet Asset Management Inc | 0.00% | 67,103 | $1,357,486 | $1,483,647 | +$126,161 | +9.29% | |
| Transamerica Financial Advisors, Llc | 0.11% | 59,354 | $1,333,105 | $1,312,317 | -$20,788 | -1.56% | |
| Davis Investment Partners, Llc | 0.46% | 58,397 | $1,311,589 | $1,291,158 | -$20,431 | -1.56% | |
| Bnp Paribas Financial Markets | 0.00% | 49,200 | $1,105,032 | $1,087,812 | -$17,220 | -1.56% | |
| Jane Street Group, Llc | 0.00% | 48,486 | $1,088,996 | $1,072,025 | -$16,971 | -1.56% | |
| Oneascent Financial Services Llc | 0.06% | 46,018 | $1,033,571 | $1,017,458 | -$16,113 | -1.56% | |
| Cwm, Llc | 0.00% | 45,104 | $1,013,025 | $997,249 | -$15,776 | -1.56% | |
| Element Wealth, Llc | 0.42% | 44,718 | $1,004,359 | $988,715 | -$15,644 | -1.56% | |
| Kestra Advisory Services, Llc | 0.00% | 46,533 | $941,357 | $1,028,845 | +$87,488 | +9.29% | |
| Two Sigma Investments, Lp | 0.00% | 39,542 | $888,113 | $874,274 | -$13,839 | -1.56% | |
| Kovack Advisors, Inc. | 0.04% | 44,097 | $882,526 | $974,985 | +$92,459 | +10.48% | |
| Kesler, Norman & Wride, Llc | 0.14% | 43,514 | $880,280 | $962,095 | +$81,815 | +9.29% | |
| Truist Financial Corp | 0.00% | 41,584 | $841,247 | $919,422 | +$78,175 | +9.29% | |
| Sanctuary Advisors, Llc | 0.00% | 34,154 | $767,096 | $755,145 | -$11,951 | -1.56% | |
| Prospera Financial Services Inc | 0.01% | 34,808 | $704,160 | $769,605 | +$65,445 | +9.29% | |
| Jones Financial Companies Lllp | 0.00% | 29,058 | $673,568 | $642,472 | -$31,096 | -4.62% | |
| Jaffetilchin Investment Partners, Llc | 0.04% | 29,596 | $664,726 | $654,368 | -$10,358 | -1.56% | |
| Tower Research Capital Llc (Trc) | 0.02% | 28,974 | $650,756 | $640,615 | -$10,141 | -1.56% | |
| Realta Investment Advisors | 0.20% | 31,627 | $639,808 | $699,273 | +$59,465 | +9.29% | |
| Equitable Holdings, Inc. | 0.00% | 35,366 | $582,478 | $781,942 | +$199,464 | +34.24% |
Frequently asked questions about FXN
Who owns the most FXN stock?
The largest holders of FXN are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST ENERGY ALPHADEX (FXN).
Is FXN widely held by superinvestors?
Many widely followed stocks like FXN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FXN is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.