MWM
FXN icon

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

Mosley 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 		$12.2K Buy
604
+4
+0.7% +$86 ﹤0.01% 369
2026
Q1 		$9.78K Buy
+600
New +$11.6K ﹤0.01% 307

Other funds holding FXN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
GSWM
Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Mosley Wealth Management increased its First Trust Energy AlphaDEX Fund (FXN) stake by 0.67% in Q2 2026, buying an estimated $86 and bringing the position to 604 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Mosley Wealth Management first reported a position in FXN in Q1 2026 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold FXN as of Q2 2026.

  • Mosley Wealth Management held 604 shares of First Trust Energy AlphaDEX Fund worth $12.2K as of Q2 2026.
  • Mosley Wealth Management bought 4 First Trust Energy AlphaDEX Fund shares in Q2 2026, an estimated $86.
  • First Trust Energy AlphaDEX Fund made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #369 holding.
  • Mosley Wealth Management first reported a position in First Trust Energy AlphaDEX Fund in Q1 2026 and has held it in 2 quarters since.
  • 68 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.