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John Overdeck’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

John Overdeck’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 		$4.95M Buy
244,642
+205,100
+519% +$4.41M ﹤0.01% 2161
2026
Q1 		$888K Buy
+39,542
New +$767K ﹤0.01% 3352
2024
Q2 		– Sell
-56,111
Closed -$1.05M – 3133
2024
Q1 		$1.05M Sell
56,111
-55,200
-50% -$933K ﹤0.01% 1931
2023
Q4 		$1.86M Buy
+111,311
New +$1.89M ﹤0.01% 1631

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

John Overdeck's FXN Position: Q2 2026 in Review

John Overdeck increased its First Trust Energy AlphaDEX Fund (FXN) stake by 519% in Q2 2026, buying an estimated $4.41M and bringing the position to 244,642 shares worth $4.95M. The position accounts for ﹤0.01% of the portfolio, ranked #2161.

John Overdeck first reported a position in FXN in Q4 2023 and has held it in 4 quarters since. 130 funds tracked by Wall St. Rank hold FXN as of Q2 2026.

  • John Overdeck held 244,642 shares of First Trust Energy AlphaDEX Fund worth $4.95M as of Q2 2026.
  • John Overdeck bought 205,100 First Trust Energy AlphaDEX Fund shares in Q2 2026, an estimated $4.41M.
  • First Trust Energy AlphaDEX Fund made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2161 holding.
  • John Overdeck first reported a position in First Trust Energy AlphaDEX Fund in Q4 2023 and has held it in 4 quarters since.
  • 130 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.