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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

CX Institutional's FXN Position: Q2 2026 in Review

CX Institutional increased its First Trust Energy AlphaDEX Fund (FXN) stake by 9.3% in Q2 2026, buying an estimated $881 and bringing the position to 482 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

CX Institutional first reported a position in FXN in Q2 2023 and has held it in 7 quarters since. The position peaked at $190K in Q2 2023. 131 funds tracked by Wall St. Rank hold FXN as of Q2 2026.

CX Institutional held 482 shares of First Trust Energy AlphaDEX Fund worth $10K as of Q2 2026.
CX Institutional bought 41 First Trust Energy AlphaDEX Fund shares in Q2 2026, an estimated $881.
First Trust Energy AlphaDEX Fund made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1289 holding.
CX Institutional first reported a position in First Trust Energy AlphaDEX Fund in Q2 2023 and has held it in 7 quarters since.
CX Institutional's First Trust Energy AlphaDEX Fund position peaked at $190K in Q2 2023.
131 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.