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Clearstead Advisors’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Clearstead 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 		$32.3K Hold
1,598
– – ﹤0.01% 1637
2026
Q1 		$35.9K Sell
1,598
-165
-9% -$3.2K ﹤0.01% 1340
2025
Q4 		$29K Hold
1,763
– – ﹤0.01% 1594
2025
Q3 		$28.7K Hold
1,763
– – ﹤0.01% 1481
2025
Q2 		$26.8K Buy
+1,763
New +$26K ﹤0.01% 1503

Other funds holding FXN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
GSWM
Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clearstead Advisors's FXN Position: Q2 2026 in Review

Clearstead Advisors held its First Trust Energy AlphaDEX Fund (FXN) position steady in Q2 2026 at 1,598 shares worth $32.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1637.

Clearstead Advisors first reported a position in FXN in Q2 2025 and has held it in 5 quarters since. The position peaked at $35.9K in Q1 2026. 72 funds tracked by Wall St. Rank hold FXN as of Q2 2026.

  • Clearstead Advisors held 1,598 shares of First Trust Energy AlphaDEX Fund worth $32.3K as of Q2 2026.
  • Clearstead Advisors left its First Trust Energy AlphaDEX Fund share count unchanged in Q2 2026.
  • First Trust Energy AlphaDEX Fund made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1637 holding.
  • Clearstead Advisors first reported a position in First Trust Energy AlphaDEX Fund in Q2 2025 and has held it in 5 quarters since.
  • Clearstead Advisors's First Trust Energy AlphaDEX Fund position peaked at $35.9K in Q1 2026.
  • 72 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.