IFG
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Independent Financial Group’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Independent Financial Group’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 		$215K Buy
+9,817
New +$220K ﹤0.01% 1461
2024
Q2 		– Sell
-11,315
Closed -$212K – 1112
2024
Q1 		$212K Sell
11,315
-28,035
-71% -$474K 0.01% 936
2023
Q4 		$657K Sell
39,350
-10,924
-22% -$186K 0.04% 484
2023
Q3 		$876K Sell
50,274
-4,423
-8% -$75.6K 0.06% 349
2023
Q2 		$855K Buy
54,697
+7,267
+15% +$111K 0.06% 346
2023
Q1 		$736K Sell
47,430
-32,854
-41% -$539K 0.06% 358
2022
Q4 		$1.37M Sell
80,284
-8,724
-10% -$156K 0.12% 175
2022
Q3 		$1.39M Buy
89,008
+1,006
+1% +$16.4K 0.13% 161
2022
Q2 		$1.3M Buy
88,002
+16,152
+22% +$262K 0.14% 166
2022
Q1 		$1.14M Buy
71,850
+33,270
+86% +$470K 0.09% 214
2021
Q4 		$460K Buy
+38,580
New +$477K 0.04% 440

Other funds holding FXN

CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CFG
Clayton Financial Group St. Louis, Missouri $190M AUM 14.79% 1-Year Est. Return

Independent Financial Group's FXN Position: Q3 2026 in Review

Independent Financial Group opened a new position in First Trust Energy AlphaDEX Fund (FXN) in Q3 2026: 9,817 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #1461 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in FXN as recently as Q1 2024.

Independent Financial Group first reported a position in FXN in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.39M in Q3 2022. 8 funds tracked by Wall St. Rank hold FXN as of Q3 2026.

  • Independent Financial Group held 9,817 shares of First Trust Energy AlphaDEX Fund worth $215K as of Q3 2026.
  • First Trust Energy AlphaDEX Fund was a new Independent Financial Group position in Q3 2026.
  • First Trust Energy AlphaDEX Fund made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1461 holding.
  • Independent Financial Group first reported a position in First Trust Energy AlphaDEX Fund in Q4 2021 and has held it in 11 quarters since.
  • Independent Financial Group's First Trust Energy AlphaDEX Fund position peaked at $1.39M in Q3 2022.
  • 8 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.