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 Q2	$16.1K	Hold	795	–	–	﹤0.01%	566
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

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

DHJJ Financial Advisors's FXN Position: Q2 2026 in Review

DHJJ Financial Advisors held its First Trust Energy AlphaDEX Fund (FXN) position steady in Q2 2026 at 795 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

DHJJ Financial Advisors first reported a position in FXN in Q3 2023 and has held it in 12 quarters since. The position peaked at $17.9K in Q1 2026. 130 funds tracked by Wall St. Rank hold FXN as of Q2 2026.

DHJJ Financial Advisors held 795 shares of First Trust Energy AlphaDEX Fund worth $16.1K as of Q2 2026.
DHJJ Financial Advisors left its First Trust Energy AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Energy AlphaDEX Fund made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #566 holding.
DHJJ Financial Advisors first reported a position in First Trust Energy AlphaDEX Fund in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's First Trust Energy AlphaDEX Fund position peaked at $17.9K in Q1 2026.
130 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.