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

Kiker 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	$1.62K	Hold	80	–	–	﹤0.01%	158
2026 Q1	$1.8K	Buy	+80	New	+$1.55K	﹤0.01%	127
2025 Q4	–	Sell	-79	Closed	-$1.29K	–	70
2025 Q3	$1.29K	Hold	79	–	–	﹤0.01%	208
2025 Q2	$1.19K	Buy	79 +1	+1%	+$15	﹤0.01%	525
2025 Q1	$1.29K	Hold	78	–	–	﹤0.01%	587
2024 Q4	$1.27K	Buy	+78	New	+$1.31K	﹤0.01%	161

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

Kiker Wealth Management's FXN Position: Q2 2026 in Review

Kiker Wealth Management held its First Trust Energy AlphaDEX Fund (FXN) position steady in Q2 2026 at 80 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #158.

Kiker Wealth Management first reported a position in FXN in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.8K in Q1 2026. 131 funds tracked by Wall St. Rank hold FXN as of Q2 2026.

Kiker Wealth Management held 80 shares of First Trust Energy AlphaDEX Fund worth $1.62K as of Q2 2026.
Kiker Wealth Management left its First Trust Energy AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Energy AlphaDEX Fund made up ﹤0.01% of Kiker Wealth Management's portfolio in Q2 2026, its #158 holding.
Kiker Wealth Management first reported a position in First Trust Energy AlphaDEX Fund in Q4 2024 and has held it in 6 quarters since.
Kiker Wealth Management's First Trust Energy AlphaDEX Fund position peaked at $1.8K in Q1 2026.
131 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q2 2026.

Based on Kiker Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.