Financial Management Professionals’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Financial Management Professionals’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	$1.78M	Buy	+81,496	New	+$1.83M	0.17%	46
2021 Q4	–	Sell	-8,445	Closed	-$97K	–	999
2021 Q3	$97K	Sell	8,445 -499,598	-98%	-$5.28M	0.02%	153
2021 Q2	$5.8M	Buy	+508,043	New	+$5.41M	1.49%	20

Other funds holding FXN

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Kesler Norman & Wride Ogden, Utah $643M AUM 27% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Global Assets Advisory Orlando, Florida $452M AUM 21.46% 1-Year Est. Return

Financial Management Professionals's FXN Position: Q3 2026 in Review

Financial Management Professionals opened a new position in First Trust Energy AlphaDEX Fund (FXN) in Q3 2026: 81,496 shares worth $1.78M. The stake represents 0.17% of the portfolio and ranks #46 among its holdings. This is a return to the name: Financial Management Professionals previously reported a position in FXN as recently as Q3 2021.

Financial Management Professionals first reported a position in FXN in Q2 2021 and has held it in 3 quarters since. The position peaked at $5.8M in Q2 2021. 57 funds tracked by Wall St. Rank hold FXN as of Q3 2026.

Financial Management Professionals held 81,496 shares of First Trust Energy AlphaDEX Fund worth $1.78M as of Q3 2026.
First Trust Energy AlphaDEX Fund was a new Financial Management Professionals position in Q3 2026.
First Trust Energy AlphaDEX Fund made up 0.17% of Financial Management Professionals's portfolio in Q3 2026, its #46 holding.
Financial Management Professionals first reported a position in First Trust Energy AlphaDEX Fund in Q2 2021 and has held it in 3 quarters since.
Financial Management Professionals's First Trust Energy AlphaDEX Fund position peaked at $5.8M in Q2 2021.
57 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.