United Advisor Group’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

United Advisor Group’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	$532K	Buy	+24,335	New	+$545K	0.05%	339

Other funds holding FXN

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Kesler Norman & Wride Ogden, Utah $643M AUM 27% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

United Advisor Group's FXN Position: Q3 2026 in Review

United Advisor Group opened a new position in First Trust Energy AlphaDEX Fund (FXN) in Q3 2026: 24,335 shares worth $532K. The stake represents 0.05% of the portfolio and ranks #339 among its holdings.

57 funds tracked by Wall St. Rank hold FXN as of Q3 2026.

United Advisor Group held 24,335 shares of First Trust Energy AlphaDEX Fund worth $532K as of Q3 2026.
First Trust Energy AlphaDEX Fund was a new United Advisor Group position in Q3 2026.
First Trust Energy AlphaDEX Fund made up 0.05% of United Advisor Group's portfolio in Q3 2026, its #339 holding.
57 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.