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AmeriFlex Group’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

AmeriFlex Group’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
2025
Q2 		– Sell
-935
Closed -$15.4K – 1141
2025
Q1 		$15.4K Sell
935
-67
-7% -$1.12K 0.01% 742
2024
Q4 		$16.7K Buy
+1,002
New +$16.8K 0.01% 661

Other funds holding FXN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return

AmeriFlex Group's FXN Position: Q2 2025 in Review

AmeriFlex Group sold out of First Trust Energy AlphaDEX Fund (FXN) in Q2 2025, closing a stake of 935 shares — an estimated $15.4K sold.

AmeriFlex Group first reported a position in FXN in Q4 2024 and held it in 2 quarters. The position peaked at $16.7K in Q4 2024. 118 funds tracked by Wall St. Rank hold FXN as of Q2 2025.

  • AmeriFlex Group reported no remaining First Trust Energy AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • AmeriFlex Group sold 935 First Trust Energy AlphaDEX Fund shares in Q2 2025, an estimated $15.4K.
  • AmeriFlex Group first reported a position in First Trust Energy AlphaDEX Fund in Q4 2024 and held it in 2 quarters.
  • AmeriFlex Group's First Trust Energy AlphaDEX Fund position peaked at $16.7K in Q4 2024.
  • 118 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q2 2025.

Based on AmeriFlex Group's 13F filing for Q2 2025, filed 21 Jul 2025.