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Greenup Street Wealth Management’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Greenup Street Wealth Management’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 		$3.86M Buy
+190,700
New +$4.1M 0.47% 38

Other funds holding FXN

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KNW
Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return

Greenup Street Wealth Management's FXN Position: Q2 2026 in Review

Greenup Street Wealth Management opened a new position in First Trust Energy AlphaDEX Fund (FXN) in Q2 2026: 190,700 shares worth $3.86M. The stake represents 0.47% of the portfolio and ranks #38 among its holdings.

32 funds tracked by Wall St. Rank hold FXN as of Q2 2026.

  • Greenup Street Wealth Management held 190,700 shares of First Trust Energy AlphaDEX Fund worth $3.86M as of Q2 2026.
  • First Trust Energy AlphaDEX Fund was a new Greenup Street Wealth Management position in Q2 2026.
  • First Trust Energy AlphaDEX Fund made up 0.47% of Greenup Street Wealth Management's portfolio in Q2 2026, its #38 holding.
  • 32 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q2 2026.

Based on Greenup Street Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.