Cambridge Investment Research Advisors
FXN icon

Cambridge Investment Research Advisors’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Cambridge Investment Research Advisors’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 		$3.05M Sell
150,980
-200,010
-57% -$4.3M 0.01% 1272
2026
Q1 		$7.88M Buy
350,990
+263,387
+301% +$5.11M 0.02% 716
2025
Q4 		$1.44M Buy
87,603
+5,843
+7% +$95.2K ﹤0.01% 1810
2025
Q3 		$1.33M Sell
81,760
-13,397
-14% -$213K ﹤0.01% 1822
2025
Q2 		$1.44M Sell
95,157
-14,882
-14% -$220K ﹤0.01% 1686
2025
Q1 		$1.82M Sell
110,039
-167,717
-60% -$2.8M 0.01% 1417
2024
Q4 		$4.54M Buy
277,756
+32,184
+13% +$541K 0.02% 859
2024
Q3 		$3.98M Sell
245,572
-57,131
-19% -$987K 0.01% 937
2024
Q2 		$5.51M Buy
302,703
+18,272
+6% +$339K 0.02% 703
2024
Q1 		$5.33M Sell
284,431
-61,642
-18% -$1.04M 0.02% 707
2023
Q4 		$5.78M Sell
346,073
-27,936
-7% -$476K 0.02% 632
2023
Q3 		$6.51M Buy
374,009
+67,134
+22% +$1.15M 0.03% 541
2023
Q2 		$4.8M Sell
306,875
-30,655
-9% -$468K 0.02% 682
2023
Q1 		$5.24M Sell
337,530
-67,824
-17% -$1.11M 0.03% 607
2022
Q4 		$6.93M Buy
405,354
+95,794
+31% +$1.72M 0.04% 477
2022
Q3 		$4.83M Buy
309,560
+33,539
+12% +$548K 0.03% 583
2022
Q2 		$4.07M Sell
276,021
-70,999
-20% -$1.15M 0.02% 675
2022
Q1 		$5.53M Sell
347,020
-98,018
-22% -$1.39M 0.03% 592
2021
Q4 		$5.3M Buy
445,038
+186,874
+72% +$2.31M 0.02% 620
2021
Q3 		$2.96M Sell
258,164
-134,009
-34% -$1.42M 0.01% 881
2021
Q2 		$4.47M Sell
392,173
-134,703
-26% -$1.43M 0.02% 675
2021
Q1 		$5.33M Buy
526,876
+415,736
+374% +$3.98M 0.03% 536
2020
Q4 		$881K Buy
111,140
+13,212
+13% +$90.6K 0.01% 1391
2020
Q3 		$548K Sell
97,928
-10,089
-9% -$65.7K ﹤0.01% 1551
2020
Q2 		$710K Buy
108,017
+57,478
+114% +$355K 0.01% 1339
2020
Q1 		$201K Buy
50,539
+15,752
+45% +$120K ﹤0.01% 1936
2019
Q4 		$368K Buy
34,787
+3,148
+10% +$30.3K ﹤0.01% 1783
2019
Q3 		$310K Sell
31,639
-2,987
-9% -$30.5K ﹤0.01% 1798
2019
Q2 		$398K Sell
34,626
-4,753
-12% -$57.3K ﹤0.01% 1582
2019
Q1 		$509K Sell
39,379
-14,542
-27% -$187K ﹤0.01% 1467
2018
Q4 		$621K Sell
53,921
-129,555
-71% -$1.9M 0.01% 1212
2018
Q3 		$3.21M Buy
183,476
+32,281
+21% +$546K 0.03% 506
2018
Q2 		$2.56M Buy
151,195
+122,884
+434% +$1.99M 0.03% 561
2018
Q1 		$407K Sell
28,311
-5,350
-16% -$78.8K ﹤0.01% 1455
2017
Q4 		$521K Sell
33,661
-1,852
-5% -$26.8K 0.01% 1301
2017
Q3 		$510K Sell
35,513
-63
-0.2% -$837 0.01% 1246
2017
Q2 		$474K Sell
35,576
-1,519
-4% -$21.3K 0.01% 1237
2017
Q1 		$559K Sell
37,095
-5,415
-13% -$85.6K 0.01% 1009
2016
Q4 		$702K Sell
42,510
-685
-2% -$10.8K 0.01% 846
2016
Q3 		$666K Buy
43,195
+2,584
+6% +$38.3K 0.01% 883
2016
Q2 		$605K Buy
40,611
+7,745
+24% +$115K 0.01% 846
2016
Q1 		$464K Sell
32,866
-1,191
-3% -$15.1K 0.01% 937
2015
Q4 		$472K Sell
34,057
-7,587
-18% -$119K 0.01% 870
2015
Q3 		$600K Sell
41,644
-1,224
-3% -$20.4K 0.02% 678
2015
Q2 		$856K Buy
42,868
+920
+2% +$20.1K 0.02% 568
2015
Q1 		$885K Buy
41,948
+21,518
+105% +$449K 0.03% 546
2014
Q4 		$428K Buy
20,430
+10,400
+104% +$236K 0.01% 855
2014
Q3 		$259K Sell
10,030
-749
-7% -$21.1K 0.01% 1174
2014
Q2 		$316K Buy
+10,779
New +$296K 0.01% 993

Other funds holding FXN

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
GSWM
Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KNW
Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return

Cambridge Investment Research Advisors's FXN Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its First Trust Energy AlphaDEX Fund (FXN) stake by 57% in Q2 2026, selling an estimated $4.3M and leaving 150,980 shares worth $3.05M. The position accounts for 0.01% of the portfolio, ranked #1272.

Cambridge Investment Research Advisors first reported a position in FXN in Q2 2014 and has held it in 49 quarters since. The position peaked at $7.88M in Q1 2026. 32 funds tracked by Wall St. Rank hold FXN as of Q2 2026.

  • Cambridge Investment Research Advisors held 150,980 shares of First Trust Energy AlphaDEX Fund worth $3.05M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 200,010 First Trust Energy AlphaDEX Fund shares in Q2 2026, an estimated $4.3M.
  • First Trust Energy AlphaDEX Fund made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1272 holding.
  • Cambridge Investment Research Advisors first reported a position in First Trust Energy AlphaDEX Fund in Q2 2014 and has held it in 49 quarters since.
  • Cambridge Investment Research Advisors's First Trust Energy AlphaDEX Fund position peaked at $7.88M in Q1 2026.
  • 32 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.