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Jackson Grant Investment Advisers’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Jackson Grant Investment Advisers’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 		$9.43K Buy
+466
New +$10K ﹤0.01% 319

Other funds holding FXN

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
GSWM
Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
KNW
Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Jackson Grant Investment Advisers's FXN Position: Q2 2026 in Review

Jackson Grant Investment Advisers opened a new position in First Trust Energy AlphaDEX Fund (FXN) in Q2 2026: 466 shares worth $9.43K. The stake represents ﹤0.01% of the portfolio and ranks #319 among its holdings.

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

  • Jackson Grant Investment Advisers held 466 shares of First Trust Energy AlphaDEX Fund worth $9.43K as of Q2 2026.
  • First Trust Energy AlphaDEX Fund was a new Jackson Grant Investment Advisers position in Q2 2026.
  • First Trust Energy AlphaDEX Fund made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #319 holding.
  • 43 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.