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Moment Partners’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Moment Partners’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
Q2 		– Sell
-82,524
Closed -$1.36M – 116
2025
Q1 		$1.36M Sell
82,524
-921
-1% -$15.4K 0.27% 25
2024
Q4 		$1.36M Buy
+83,445
New +$1.4M 0.26% 25

Other funds holding FXN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Moment Partners's FXN Position: Q2 2025 in Review

Moment Partners sold out of First Trust Energy AlphaDEX Fund (FXN) in Q2 2025, closing a stake of 82,524 shares — an estimated $1.36M sold.

Moment Partners first reported a position in FXN in Q4 2024 and held it in 2 quarters. The position peaked at $1.36M in Q4 2024. 118 funds tracked by Wall St. Rank hold FXN as of Q2 2025.

  • Moment Partners reported no remaining First Trust Energy AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • Moment Partners sold 82,524 First Trust Energy AlphaDEX Fund shares in Q2 2025, an estimated $1.36M.
  • Moment Partners first reported a position in First Trust Energy AlphaDEX Fund in Q4 2024 and held it in 2 quarters.
  • Moment Partners's First Trust Energy AlphaDEX Fund position peaked at $1.36M in Q4 2024.
  • 118 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q2 2025.

Based on Moment Partners's 13F filing for Q2 2025, filed 31 Jul 2025.