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 $238.65M in FXN holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of FXN tracked by InsiderSet, reporting ownership valued at approximately $31.82M in its June 30, 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 $36.09M, representing an estimated gain of +13.45% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed FXN value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Wells Fargo & Company/Mn, Lpl Financial Llc, 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
128
Total Reported Value
$238.65M
Largest Holder
Morgan Stanley
Largest Position
$31.82M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
140
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,572,706 | $31,815,874 | $36,093,603 | +$4,277,729 | +13.45% | |
| Wells Fargo & Company/Mn | 0.01% | 1,481,350 | $29,967,719 | $33,996,983 | +$4,029,264 | +13.45% | |
| Lpl Financial Llc | 0.01% | 1,178,237 | $23,835,726 | $27,040,539 | +$3,204,813 | +13.45% | |
| Raymond James Financial Inc | 0.00% | 823,638 | $16,662,197 | $18,902,492 | +$2,240,295 | +13.45% | |
| Qube Research & Technologies Ltd | 0.01% | 599,541 | $12,128,714 | $13,759,466 | +$1,630,752 | +13.45% | |
| Summit Financial, Llc | 0.12% | 519,974 | $10,519,082 | $11,933,403 | +$1,414,321 | +13.45% | |
| Royal Bank Of Canada | 0.00% | 515,806 | $10,435,000 | $11,837,748 | +$1,402,748 | +13.44% | |
| Ubs Group Ag | 0.00% | 327,243 | $6,620,126 | $7,510,227 | +$890,101 | +13.45% | |
| Virtue Capital Management, Llc | 0.82% | 302,856 | $6,126,775 | $6,950,545 | +$823,770 | +13.45% | |
| Benjamin Edwards Inc | 0.05% | 267,084 | $5,402,969 | $6,129,578 | +$726,609 | +13.45% | |
| Bank Of America Corp | 0.00% | 244,890 | $4,954,134 | $5,620,226 | +$666,092 | +13.45% | |
| Two Sigma Investments, Lp | 0.00% | 244,642 | $4,949,108 | $5,614,534 | +$665,426 | +13.45% | |
| D. E. Shaw & Co., Inc. | 0.00% | 219,719 | $4,444,915 | $5,042,551 | +$597,636 | +13.45% | |
| Tower Research Capital Llc (Trc) | 0.11% | 219,004 | $4,430,451 | $5,026,142 | +$595,691 | +13.45% | |
| Goldman Sachs Group Inc | 0.00% | 201,144 | $4,069,143 | $4,616,255 | +$547,112 | +13.45% | |
| Greenup Street Wealth Management Llc | 0.47% | 190,700 | $3,857,869 | $4,376,565 | +$518,696 | +13.45% | |
| Independent Advisor Alliance | 0.09% | 188,500 | $3,813,363 | $4,326,075 | +$512,712 | +13.45% | |
| Gts Securities Llc | 0.06% | 150,193 | $3,038,404 | $3,446,929 | +$408,525 | +13.45% | |
| Crumly & Associates Inc. | 0.55% | 140,849 | $2,849,378 | $3,232,485 | +$383,107 | +13.45% | |
| Stifel Financial Corp | 0.00% | 133,964 | $2,710,108 | $3,074,474 | +$364,366 | +13.44% | |
| Newedge Advisors, Llc | 0.01% | 120,431 | $2,436,318 | $2,763,891 | +$327,573 | +13.45% | |
| Osaic Holdings, Inc. | 0.00% | 118,684 | $2,400,988 | $2,723,798 | +$322,810 | +13.44% | |
| Cetera Investment Advisers | 0.00% | 115,604 | $2,338,675 | $2,653,112 | +$314,437 | +13.45% | |
| Hightower Advisors, Llc | 0.00% | 111,340 | $2,252,411 | $2,555,253 | +$302,842 | +13.45% | |
| Rockefeller Capital Management L.P. | 0.00% | 106,828 | $2,161,143 | $2,451,703 | +$290,560 | +13.44% | |
| Commonwealth Equity Services, Llc | 0.00% | 94,887 | $1,919,565 | $2,177,657 | +$258,092 | +13.45% | |
| Susquehanna International Group, Llp | 0.00% | 81,277 | $1,644,234 | $1,865,307 | +$221,073 | +13.45% | |
| Private Advisor Group, Llc | 0.01% | 80,043 | $1,619,264 | $1,836,987 | +$217,723 | +13.45% | |
| Citadel Advisors Llc | 0.00% | 76,750 | $1,552,653 | $1,761,413 | +$208,760 | +13.45% | |
| Marshall Wace, Llp | 0.00% | 70,111 | $1,418,346 | $1,609,047 | +$190,701 | +13.45% | |
| Harbour Investments, Inc. | 0.02% | 67,337 | $1,362,228 | $1,545,384 | +$183,156 | +13.45% | |
| Envestnet Asset Management Inc | 0.00% | 67,103 | $1,357,486 | $1,540,014 | +$182,528 | +13.45% | |
| Transamerica Financial Advisors, Llc | 0.11% | 59,354 | $1,333,105 | $1,362,174 | +$29,069 | +2.18% | |
| Cwm, Llc | 0.00% | 45,104 | $1,013,025 | $1,035,137 | +$22,112 | +2.18% | |
| Kestra Advisory Services, Llc | 0.00% | 46,533 | $941,357 | $1,067,932 | +$126,575 | +13.45% | |
| Oneascent Financial Services Llc | 0.04% | 45,863 | $927,817 | $1,052,556 | +$124,739 | +13.44% | |
| Kovack Advisors, Inc. | 0.04% | 44,097 | $882,526 | $1,012,026 | +$129,500 | +14.67% | |
| Kesler, Norman & Wride, Llc | 0.14% | 43,514 | $880,280 | $998,646 | +$118,366 | +13.45% | |
| Jpmorgan Chase & Co | 0.00% | 41,813 | $847,137 | $959,608 | +$112,471 | +13.28% | |
| Truist Financial Corp | 0.00% | 41,584 | $841,247 | $954,353 | +$113,106 | +13.45% | |
| Jones Financial Companies Lllp | 0.00% | 35,422 | $719,410 | $812,935 | +$93,525 | +13.00% | |
| Prospera Financial Services Inc | 0.01% | 34,808 | $704,160 | $798,844 | +$94,684 | +13.45% | |
| Baird Financial Group, Inc. | 0.00% | 33,606 | $679,849 | $771,258 | +$91,409 | +13.45% | |
| Jaffetilchin Investment Partners, Llc | 0.04% | 29,596 | $664,726 | $679,228 | +$14,502 | +2.18% | |
| Realta Investment Advisors | 0.20% | 31,627 | $639,808 | $725,840 | +$86,032 | +13.45% | |
| Equitable Holdings, Inc. | 0.00% | 35,366 | $582,478 | $811,650 | +$229,172 | +39.34% | |
| D.A. Davidson & Co. | 0.00% | 27,436 | $555,030 | $629,656 | +$74,626 | +13.45% | |
| Global Assets Advisory, Llc | 0.12% | 27,171 | $545,730 | $623,574 | +$77,844 | +14.26% | |
| Tudor Financial Inc. | 0.22% | 890 | $490,315 | $20,426 | -$469,890 | -95.83% | |
| Sanctuary Advisors, Llc | 0.00% | 23,324 | $471,853 | $535,286 | +$63,433 | +13.44% |
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.