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 Q3	$11K	Buy	488 +6	+1%	+$134	﹤0.01%	1335
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 $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 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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CFG

Clayton Financial Group St. Louis, Missouri $190M AUM 14.79% 1-Year Est. Return

CX Institutional's FXN Position: Q3 2026 in Review

CX Institutional increased its First Trust Energy AlphaDEX Fund (FXN) stake by 1.2% in Q3 2026, buying an estimated $134 and bringing the position to 488 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

CX Institutional first reported a position in FXN in Q2 2023 and has held it in 8 quarters since. The position peaked at $190K in Q2 2023. 8 funds tracked by Wall St. Rank hold FXN as of Q3 2026.

CX Institutional held 488 shares of First Trust Energy AlphaDEX Fund worth $11K as of Q3 2026.
CX Institutional bought 6 First Trust Energy AlphaDEX Fund shares in Q3 2026, an estimated $134.
First Trust Energy AlphaDEX Fund made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1335 holding.
CX Institutional first reported a position in First Trust Energy AlphaDEX Fund in Q2 2023 and has held it in 8 quarters since.
CX Institutional's First Trust Energy AlphaDEX Fund position peaked at $190K in Q2 2023.
8 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.