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 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

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

Farther Finance Advisors's FXN Position: Q2 2026 in Review

Farther Finance Advisors reduced its First Trust Energy AlphaDEX Fund (FXN) stake by 0.04% in Q2 2026, selling an estimated $172 and leaving 20,072 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #1708.

Farther Finance Advisors first reported a position in FXN in Q1 2024 and has held it in 10 quarters since. The position peaked at $437K in Q1 2026. 131 funds tracked by Wall St. Rank hold FXN as of Q2 2026.

Farther Finance Advisors held 20,072 shares of First Trust Energy AlphaDEX Fund worth $406K as of Q2 2026.
Farther Finance Advisors sold 8 First Trust Energy AlphaDEX Fund shares in Q2 2026, an estimated $172.
First Trust Energy AlphaDEX Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1708 holding.
Farther Finance Advisors first reported a position in First Trust Energy AlphaDEX Fund in Q1 2024 and has held it in 10 quarters since.
Farther Finance Advisors's First Trust Energy AlphaDEX Fund position peaked at $437K in Q1 2026.
131 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.