MFN
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Midwest Financial Network’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Midwest Financial Network’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
2025
Q3 		– Sell
-31,807
Closed -$483K – 66
2025
Q2 		$483K Sell
31,807
-684
-2% -$10.1K 0.48% 43
2025
Q1 		$537K Buy
32,491
+582
+2% +$9.73K 0.54% 41
2024
Q4 		$521K Buy
+31,909
New +$536K 0.54% 41

Other funds holding FXN

AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Midwest Financial Network's FXN Position: Q3 2025 in Review

Midwest Financial Network sold out of First Trust Energy AlphaDEX Fund (FXN) in Q3 2025, closing a stake of 31,807 shares — an estimated $483K sold.

Midwest Financial Network first reported a position in FXN in Q4 2024 and held it in 3 quarters. The position peaked at $537K in Q1 2025. 114 funds tracked by Wall St. Rank hold FXN as of Q3 2025.

  • Midwest Financial Network reported no remaining First Trust Energy AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
  • Midwest Financial Network sold 31,807 First Trust Energy AlphaDEX Fund shares in Q3 2025, an estimated $483K.
  • Midwest Financial Network first reported a position in First Trust Energy AlphaDEX Fund in Q4 2024 and held it in 3 quarters.
  • Midwest Financial Network's First Trust Energy AlphaDEX Fund position peaked at $537K in Q1 2025.
  • 114 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q3 2025.

Based on Midwest Financial Network's 13F filing for Q3 2025, filed 4 Jun 2026.