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

Larson 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 Q1	$6.18K	Hold	275	–	–	﹤0.01%	2491
2025 Q4	$4.53K	Hold	275	–	–	﹤0.01%	2497
2025 Q3	$4.48K	Hold	275	–	–	﹤0.01%	2399
2025 Q2	$4.17K	Hold	275	–	–	﹤0.01%	2142
2025 Q1	$4.54K	Buy	+275	New	+$4.6K	﹤0.01%	1907
2021 Q1	–	Sell	-184	Closed	-$1K	–	868
2020 Q4	$1K	Buy	+184	New	+$1.26K	﹤0.01%	696
2020 Q2	–	Sell	-148	Closed	-$1K	–	707
2020 Q1	$1K	Buy	+148	New	+$1.13K	﹤0.01%	476

Other funds holding FXN

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Larson Financial Group's FXN Position: Q1 2026 in Review

Larson Financial Group held its First Trust Energy AlphaDEX Fund (FXN) position steady in Q1 2026 at 275 shares worth $6.18K. The position accounts for ﹤0.01% of the portfolio, ranked #2491.

Larson Financial Group first reported a position in FXN in Q1 2020 and has held it in 7 quarters since. 140 funds tracked by Wall St. Rank hold FXN as of Q1 2026.

Larson Financial Group held 275 shares of First Trust Energy AlphaDEX Fund worth $6.18K as of Q1 2026.
Larson Financial Group left its First Trust Energy AlphaDEX Fund share count unchanged in Q1 2026.
First Trust Energy AlphaDEX Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2491 holding.
Larson Financial Group first reported a position in First Trust Energy AlphaDEX Fund in Q1 2020 and has held it in 7 quarters since.
140 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.