Action Point Financial Planning’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Action Point Financial Planning’s Portfolio FXN Stock Details FXN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.68K	Buy	+281	New	+$6.04K	﹤0.01%	1755

Other funds holding FXN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Action Point Financial Planning's FXN Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in First Trust Energy AlphaDEX Fund (FXN) in Q2 2026: 281 shares worth $5.68K. The stake represents ﹤0.01% of the portfolio and ranks #1755 among its holdings.

130 funds tracked by Wall St. Rank hold FXN as of Q2 2026.

Action Point Financial Planning held 281 shares of First Trust Energy AlphaDEX Fund worth $5.68K as of Q2 2026.
First Trust Energy AlphaDEX Fund was a new Action Point Financial Planning position in Q2 2026.
First Trust Energy AlphaDEX Fund made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1755 holding.
130 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.