Capital Square’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Capital Square’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 Q3	$231K	Buy	+10,553	New	+$237K	0.1%	209

Other funds holding FXN

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Capital Square's FXN Position: Q3 2026 in Review

Capital Square opened a new position in First Trust Energy AlphaDEX Fund (FXN) in Q3 2026: 10,553 shares worth $231K. The stake represents 0.1% of the portfolio and ranks #209 among its holdings.

15 funds tracked by Wall St. Rank hold FXN as of Q3 2026.

Capital Square held 10,553 shares of First Trust Energy AlphaDEX Fund worth $231K as of Q3 2026.
First Trust Energy AlphaDEX Fund was a new Capital Square position in Q3 2026.
First Trust Energy AlphaDEX Fund made up 0.1% of Capital Square's portfolio in Q3 2026, its #209 holding.
15 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.