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

Clayton Financial 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
2026
Q3 		$1.2K Buy
+55
New +$1.23K ﹤0.01% 272

Other funds holding FXN

CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Clayton Financial Group's FXN Position: Q3 2026 in Review

Clayton Financial Group opened a new position in First Trust Energy AlphaDEX Fund (FXN) in Q3 2026: 55 shares worth $1.2K. The stake represents ﹤0.01% of the portfolio and ranks #272 among its holdings.

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

  • Clayton Financial Group held 55 shares of First Trust Energy AlphaDEX Fund worth $1.2K as of Q3 2026.
  • First Trust Energy AlphaDEX Fund was a new Clayton Financial Group position in Q3 2026.
  • First Trust Energy AlphaDEX Fund made up ﹤0.01% of Clayton Financial Group's portfolio in Q3 2026, its #272 holding.
  • 8 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q3 2026.

Based on Clayton Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.