FFA
FXN icon

Farther Finance Advisors’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Farther Finance 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
Q3 		$426K Sell
19,484
-588
-3% -$13.2K ﹤0.01% 1710
2026
Q2 		$406K Sell
20,072
-8
-0% -$172 ﹤0.01% 1708
2026
Q1 		$437K Sell
20,080
-8
-0% -$155 ﹤0.01% 1497
2025
Q4 		$331K Sell
20,088
-651
-3% -$10.6K ﹤0.01% 1587
2025
Q3 		$338K Hold
20,739
– – 0.01% 1313
2025
Q2 		$315K Buy
20,739
+35
+0.2% +$517 0.01% 1160
2025
Q1 		$344K Buy
20,704
+20,053
+3,080% +$335K 0.01% 970
2024
Q4 		$10.6K Hold
651
– – ﹤0.01% 2359
2024
Q3 		$10.6K Hold
651
– – ﹤0.01% 2343
2024
Q2 		$11.8K Hold
651
– – ﹤0.01% 2013
2024
Q1 		$12.3K Buy
+651
New +$11K ﹤0.01% 1682

Other funds holding FXN

CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CFG
Clayton Financial Group St. Louis, Missouri $190M AUM 14.79% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

Farther Finance Advisors's FXN Position: Q3 2026 in Review

Farther Finance Advisors reduced its First Trust Energy AlphaDEX Fund (FXN) stake by 2.9% in Q3 2026, selling an estimated $13.2K and leaving 19,484 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #1710.

Farther Finance Advisors first reported a position in FXN in Q1 2024 and has held it in 11 quarters since. The position peaked at $437K in Q1 2026. 9 funds tracked by Wall St. Rank hold FXN as of Q3 2026.

  • Farther Finance Advisors held 19,484 shares of First Trust Energy AlphaDEX Fund worth $426K as of Q3 2026.
  • Farther Finance Advisors sold 588 First Trust Energy AlphaDEX Fund shares in Q3 2026, an estimated $13.2K.
  • First Trust Energy AlphaDEX Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1710 holding.
  • Farther Finance Advisors first reported a position in First Trust Energy AlphaDEX Fund in Q1 2024 and has held it in 11 quarters since.
  • Farther Finance Advisors's First Trust Energy AlphaDEX Fund position peaked at $437K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.