SA
FXN icon

Sanctuary Advisors’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Sanctuary Advisors’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 		$767K Buy
34,154
+1,023
+3% +$19.8K ﹤0.01% 1506
2025
Q4 		$546K Sell
33,131
-204
-0.6% -$3.32K ﹤0.01% 1674
2025
Q3 		$543K Sell
33,335
-16,042
-32% -$255K ﹤0.01% 1664
2025
Q2 		$750K Buy
49,377
+1,220
+3% +$18K ﹤0.01% 1385
2025
Q1 		$796K Sell
48,157
-16,320
-25% -$273K 0.01% 1241
2024
Q4 		$1.1M Sell
64,477
-705
-1% -$11.8K 0.01% 1202
2024
Q3 		$1.18M Sell
65,182
-3,287
-5% -$56.8K 0.01% 1175
2024
Q2 		$1.29M Buy
+68,469
New +$1.27M 0.01% 1053

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 $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 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