DFA
FXN icon

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

DHJJ Financial 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
Q1 		$17.9K Hold
795
– – 0.01% 542
2025
Q4 		$13.1K Hold
795
– – ﹤0.01% 551
2025
Q3 		$13K Hold
795
– – ﹤0.01% 533
2025
Q2 		$12.1K Hold
795
– – ﹤0.01% 525
2025
Q1 		$13.1K Hold
795
– – 0.01% 476
2024
Q4 		$13K Hold
795
– – 0.01% 468
2024
Q3 		$12.9K Hold
795
– – 0.01% 466
2024
Q2 		$14.5K Hold
795
– – 0.01% 413
2024
Q1 		$14.9K Sell
795
-60
-7% -$1.01K 0.01% 398
2023
Q4 		$14.3K Hold
855
– – 0.01% 396
2023
Q3 		$14.9K Buy
+855
New +$14.6K 0.01% 387

Other funds holding FXN

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return