CX Institutional’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

CX Institutional’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	$10K	Buy	482 +41	+9%	+$881	﹤0.01%	1289
2026 Q1	$10K	Buy	441 +1	+0.2%	+$19	﹤0.01%	1295
2025 Q4	$7K	Sell	440 -470	-52%	-$7.66K	﹤0.01%	1231
2025 Q3	$15K	Buy	910 +831	+1,052%	+$13.2K	﹤0.01%	1135
2025 Q2	$1K	Sell	79 -1,079	-93%	-$15.9K	﹤0.01%	1183
2025 Q1	$19K	Buy	+1,158	New	+$19.4K	﹤0.01%	948
2023 Q3	–	Sell	-12,166	Closed	-$190K	–	508
2023 Q2	$190K	Buy	+12,166	New	+$186K	0.01%	502

Other funds holding FXN

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return