HHM Wealth Advisors’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

HHM Wealth 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	$203	Buy	+10	New	+$215	﹤0.01%	875

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

HHM Wealth Advisors's FXN Position: Q2 2026 in Review

HHM Wealth Advisors opened a new position in First Trust Energy AlphaDEX Fund (FXN) in Q2 2026: 10 shares worth $203. The stake represents ﹤0.01% of the portfolio and ranks #875 among its holdings.

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

HHM Wealth Advisors held 10 shares of First Trust Energy AlphaDEX Fund worth $203 as of Q2 2026.
First Trust Energy AlphaDEX Fund was a new HHM Wealth Advisors position in Q2 2026.
First Trust Energy AlphaDEX Fund made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #875 holding.
130 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.