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

Root Financial 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
Q2 		– Sell
-655
Closed -$14.7K – 1470
2026
Q1 		$14.7K Hold
655
– – ﹤0.01% 1493
2025
Q4 		$10.8K Hold
655
– – ﹤0.01% 1464
2025
Q3 		$10.7K Buy
+655
New +$10.4K ﹤0.01% 1427

Other funds holding FXN

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 $43.3B AUM 29.3% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
KNW
Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Root Financial Partners's FXN Position: Q2 2026 in Review

Root Financial Partners sold out of First Trust Energy AlphaDEX Fund (FXN) in Q2 2026, closing a stake of 655 shares — an estimated $14.7K sold.

Root Financial Partners first reported a position in FXN in Q3 2025 and held it in 3 quarters. The position peaked at $14.7K in Q1 2026. 39 funds tracked by Wall St. Rank hold FXN as of Q2 2026.

  • Root Financial Partners reported no remaining First Trust Energy AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 655 First Trust Energy AlphaDEX Fund shares in Q2 2026, an estimated $14.7K.
  • Root Financial Partners first reported a position in First Trust Energy AlphaDEX Fund in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's First Trust Energy AlphaDEX Fund position peaked at $14.7K in Q1 2026.
  • 39 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.