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
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

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