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McGuire Capital Advisors’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

McGuire Capital Advisors’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 		– Sell
-75
Closed -$1.24K – 925
2025
Q4 		$1.24K Buy
+75
New +$1.22K ﹤0.01% 760

Other funds holding FXN

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
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
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

McGuire Capital Advisors's FXN Position: Q1 2026 in Review

McGuire Capital Advisors sold out of First Trust Energy AlphaDEX Fund (FXN) in Q1 2026, closing a stake of 75 shares — an estimated $1.24K sold.

McGuire Capital Advisors first reported a position in FXN in Q4 2025 and held it in 1 quarter. The position peaked at $1.24K in Q4 2025. 140 funds tracked by Wall St. Rank hold FXN as of Q1 2026.

  • McGuire Capital Advisors reported no remaining First Trust Energy AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
  • McGuire Capital Advisors sold 75 First Trust Energy AlphaDEX Fund shares in Q1 2026, an estimated $1.24K.
  • McGuire Capital Advisors first reported a position in First Trust Energy AlphaDEX Fund in Q4 2025 and held it in 1 quarter.
  • McGuire Capital Advisors's First Trust Energy AlphaDEX Fund position peaked at $1.24K in Q4 2025.
  • 140 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q1 2026.

Based on McGuire Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.