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

Financial Perspectives’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 		$12.1K Hold
600
– – ﹤0.01% 525
2026
Q1 		$13.5K Hold
600
– – ﹤0.01% 504
2025
Q4 		$9.88K Buy
+600
New +$9.78K ﹤0.01% 526

Other funds holding FXN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
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

Financial Perspectives's FXN Position: Q2 2026 in Review

Financial Perspectives held its First Trust Energy AlphaDEX Fund (FXN) position steady in Q2 2026 at 600 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Financial Perspectives first reported a position in FXN in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.5K in Q1 2026. 131 funds tracked by Wall St. Rank hold FXN as of Q2 2026.

  • Financial Perspectives held 600 shares of First Trust Energy AlphaDEX Fund worth $12.1K as of Q2 2026.
  • Financial Perspectives left its First Trust Energy AlphaDEX Fund share count unchanged in Q2 2026.
  • First Trust Energy AlphaDEX Fund made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #525 holding.
  • Financial Perspectives first reported a position in First Trust Energy AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
  • Financial Perspectives's First Trust Energy AlphaDEX Fund position peaked at $13.5K in Q1 2026.
  • 131 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q2 2026.

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