Root Financial Partners
FXN icon

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
Q3 		$14.3K Buy
+655
New +$14.7K ﹤0.01% 1730
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

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Root Financial Partners's FXN Position: Q3 2026 in Review

Root Financial Partners opened a new position in First Trust Energy AlphaDEX Fund (FXN) in Q3 2026: 655 shares worth $14.3K. The stake represents ﹤0.01% of the portfolio and ranks #1730 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FXN as recently as Q1 2026.

Root Financial Partners first reported a position in FXN in Q3 2025 and has held it in 4 quarters since. The position peaked at $14.7K in Q1 2026. 89 funds tracked by Wall St. Rank hold FXN as of Q3 2026.

  • Root Financial Partners held 655 shares of First Trust Energy AlphaDEX Fund worth $14.3K as of Q3 2026.
  • First Trust Energy AlphaDEX Fund was a new Root Financial Partners position in Q3 2026.
  • First Trust Energy AlphaDEX Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1730 holding.
  • Root Financial Partners first reported a position in First Trust Energy AlphaDEX Fund in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's First Trust Energy AlphaDEX Fund position peaked at $14.7K in Q1 2026.
  • 89 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.