First Trust Energy AlphaDEX Fund (FXN)

• Market cap: $278M
• 1 day: -0.43%
• 5 days: 4.13%
• 1 month: -0.06%
• 3 months: 9.20%
• 6 months: -1.41%
• Year to date: -3.18%
• 1 year: -7.72%
• 5 years: 137.35%
• 10 years: 9.65%

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1% less funds holding

Funds holding: 115 [Q1] → 114 (-1) [Q2]

1.61% less ownership

Funds ownership: 56.16% [Q1] → 54.56% (-1.61%) [Q2]

19% less capital invested

Capital invested by funds: $187M [Q1] → $152M (-$35.6M) [Q2]

40% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 47