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

&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
2026
Q1 		$14.6M Buy
649,026
+631,205
+3,542% +$12.2M 0.07% 256
2025
Q4 		$294K Sell
17,821
-2,953
-14% -$48.1K ﹤0.01% 1923
2025
Q3 		$339K Buy
20,774
+4,185
+25% +$66.5K ﹤0.01% 1682
2025
Q2 		$252K Buy
+16,589
New +$245K ﹤0.01% 1706
2025
Q1 		– Sell
-11,195
Closed -$188K – 1779
2024
Q4 		$188K Buy
11,195
+690
+7% +$11.6K ﹤0.01% 1547
2024
Q3 		$170K Buy
+10,505
New +$181K ﹤0.01% 1327

Other funds holding FXN

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
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
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return
NA
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
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