Triumph Capital Management’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Triumph Capital 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	–	Sell	-143	Closed	-$3.21K	–	1880
2026 Q1	$3.21K	Hold	143	–	–	﹤0.01%	1442
2025 Q4	$2.35K	Buy	+143	New	+$2.33K	﹤0.01%	1443
2023 Q4	–	Sell	-61,159	Closed	-$1.07M	–	231
2023 Q3	$1.07M	Buy	+61,159	New	+$1.05M	0.48%	51

Other funds holding FXN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Triumph Capital Management's FXN Position: Q2 2026 in Review

Triumph Capital Management sold out of First Trust Energy AlphaDEX Fund (FXN) in Q2 2026, closing a stake of 143 shares — an estimated $3.21K sold.

Triumph Capital Management first reported a position in FXN in Q3 2023 and held it in 3 quarters. The position peaked at $1.07M in Q3 2023. 130 funds tracked by Wall St. Rank hold FXN as of Q2 2026.

Triumph Capital Management reported no remaining First Trust Energy AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Triumph Capital Management sold 143 First Trust Energy AlphaDEX Fund shares in Q2 2026, an estimated $3.21K.
Triumph Capital Management first reported a position in First Trust Energy AlphaDEX Fund in Q3 2023 and held it in 3 quarters.
Triumph Capital Management's First Trust Energy AlphaDEX Fund position peaked at $1.07M in Q3 2023.
130 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.